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!