Lead the development and execution of the sales enablement strategy in alignment with the bank's goals. Act as the primary liaison between the sales, marketing, operations and other business units to ensure cohesive and effective process and product delivery. Consult with stakeholders to analyze, define, and prioritize user stories. Identifying what needs to be built/enhanced and why it is important to do so. Manage CRM and LOS platforms and ensure it meets the needs of the sales team, providing... more details
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Reports to: Head of Sales Enablement
Work location: Malvern, PA - Hybrid onsite, coming into the office at least 3 days per week; Monday, Tuesday and Thursday are set days.
About Customers Bank: At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences, and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
What will you do?
Customers Bank is seeking an experienced and dynamic Product Owner for Sales Enablement. This role is crucial for driving the success of our sales enablement initiatives by ensuring alignment with industry demands and internal business processes. The Product Owner will work closely with the Head of Sales Enablement to develop and implement strategies that enhance our sales capabilities and optimize our CRM and loan processes.
Key Responsibilities:
- Lead the development and execution of the sales enablement strategy in alignment with the bank's goals.
- Act as the primary liaison between the sales, marketing, operations and other business units to ensure cohesive and effective process and product delivery.
- Consult with stakeholders to analyze, define, and prioritize user stories. Identifying what needs to be built/enhanced and why it is important to do so.
- Manage CRM and LOS platforms and ensure it meets the needs of the sales team, providing robust support for the banking and loan processes.
- Oversee the end-to-end product lifecycle, from conception through to launch and post-launch optimization.
- Conduct market research and stay up to date with industry trends to ensure our sales enablement tools and processes are competitive and effective.
- Develops a client-centric approach while managing product roadmaps, ensuring timely delivery of features and enhancements that support various consumers and stakeholders.
- Facilitate training and support for the sales team on new tools and processes to maximize their effectiveness.
- Gather and analyze feedback from sales teams to continuously improve sales enablement tools and strategies.
What do you need?
- Bachelor’s degree in Business Administration, Information Technology, Product Management or a related field or similar experience; Master’s degree preferred.
- Minimum of 7 years of experience in product management, business process management, or sales enablement within the banking industry.
- Minimum 5 years of business analysis experience
- Strong understanding and leveraging data to perform analytics and drive decision-making.
- Proven experience with CRM platforms (Salesforce and NCino or similar) and a deep understanding of banking deposit, treasury management, and loan processes.
- Strong project management skills with the ability to lead cross-functional teams and manage multiple projects simultaneously.
- Excellent communication and interpersonal skills with the ability to collaborate effectively with diverse teams.
- Strong experience independently working with business stakeholders and managing complex problems and finding solutions.
- Demonstrated expertise in business process optimization and product ownership.
- Ability to think strategically and drive innovation in sales enablement.
- Value and metrics driven with the ability to express value in the context of financial and/or other metrics.
- Experience with Agile methodologies and product management tools is strongly preferred.
Our Values:
• Always putting the customers first
• Having mutual trust and respect among all with whom we deal
• Practicing the highest level of integrity
• Delivering exceptional results with a positive attitude by working hard and having fun
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.
