2 weeks ago
VP - CRM Strategy and Revenue Operations
Premier America Credit Union
Los Angeles, CA (On-site)Full time$160K/yr – $180K/yr
Find marketing roles you could actually win
2 open roles0
Find marketing roles you could actually win
2 open roles0
VP - CRM Strategy and Revenue Operations
Los Angeles, CA (On-site)
$160K/yr – $180K/yrSenior Level7+ years expFull time
Posted 2 weeks ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Summary
Own Salesforce governance and revenue operations to align cross functional banking teams, drive forecast accuracy, and deliver executive dashboards that turn data into action.
- Salesforce governance and adoption: define data standards, reporting, and platform priorities for relationship management and member engagement.
- Revenue operations ownership: lead lead-to-cash processes, pipeline progression, cross-sell initiatives, and KPI visibility across Retail Banking, Lending, and Marketing.
Job Description
Responsibilities
- Partner with executive leadership to align sales, marketing, retail, business services, lending and member experience strategies.
- Own and collaborate on revenue forecasting, pipeline management, performance reporting, and KPI governance to ensure transparency and accountability.
- Define the long-term vision, operating model, governance framework, and business priorities for Salesforce across Retail Banking, Business Services, Lending, Marketing, and Member Experience functions.
- Establish Salesforce governance, including prioritization, data standards, user adoption, reporting requirements, and performance measurement.
- Champion the use of Salesforce as the enterprise platform for relationship management, sales performance, referral tracking, pipeline management, and member engagement.
- Evaluate emerging Salesforce capabilities and industry best practices to identify opportunities for process improvement, automation, and enhanced user experience.
- Ensure executive visibility through Salesforce-enabled dashboards, analytics, and performance reporting that support informed decision-making.
- Collaborate with Technology and Salesforce teams to ensure timely delivery of enhancements, integrations, and platform improvements.
- Develop and lead enterprise-wide revenue operations processes, including lead management, sales pipeline progression, referral tracking, member onboarding, cross-sell initiatives, and relationship management.
- Establish performance management frameworks, scorecards, and dashboards to measure branch, deposits, lending, and member growth effectiveness.
Requirements
- 7+ years of progressive experience in Revenue Operations, Sales Operations, Business Performance, CRM Strategy, or related leadership roles within a bank, credit union, or financial services organization.
- 5+ years of direct experience leading Salesforce CRM strategy, implementation, optimization, and governance.
- Demonstrated success leveraging Salesforce to improve sales performance, pipeline visibility, referral management, member engagement, and operational efficiency.
- Experience managing enterprise reporting, KPI development, dashboard creation, forecasting, and business analytics.
- Proven experience partnering with executive leadership and influencing cross functional stakeholders.
- Strong understanding of retail banking, commercial/business banking, lending, deposits, and member relationship management.
- Demonstrate a thorough understanding of the Credit Union\'s mission and vision, ensuring alignment with its values and objectives.
- Maintain strict adherence to confidentiality, security protocols, and professional standards of conduct and attire always.
- Exceptional written and oral communication skills.
- Strong interpersonal, leadership, and supervisory skills.
- Proven organizational and analytical skills.
- Ability to effectively coordinate, manage and direct others.
Preferred
- MBA or MPA preferred
Benefits
- Competitive pay
- Subsidized health care including medical, dental and vision
- FSA and HSA
- Company-Paid Life and A&D insurance
- Discounts on loans (must be a member)
- Paid Vacation, Holiday, and Sick time
- 401k Retirement Saving Plan with a 6% safe harbor employer match
- Educational Assistance Program and more!
Premier America Credit Union
Dedication to the financial needs and concerns of our member-owners is the cornerstone of Premier America's purpose. Premier America is a full-service financial institution. We offer competitive rates, and our state-of-the-art banking services assure convenient, 24-hour access from anywhere in the country.Established in 1957 as Litton Employees Federal Credit Union, Premier America Credit Union today is one of the strongest credit unions in the nation, with over $2 billion in assets and over 100,000 members nationwide.
Traffic Signals
Monthly Visitors
222.3K
Monthly Google Ads Budget
$437.8K
Traffic Source Mix
Search
12.7%
Direct
45.4%
Referral
1.8%
Social
0%
Paid
0.1%
Headcount Trend
Current headcount: ~311
Marketing Team
Marketing Team Size
7 (2% of company)
Marketing Roles Posted (Last 30 Days)
1