Sales Operations Project Manager - Vice President

JobID: 210639224

Category: Customer Success

JobSchedule: Full time

Posted Date: 2025-07-03T16:33:55+00:00

JobShift:

Base Pay/Salary: Chicago,IL $97,375.00-$160,000.00

About the Team

The Global Banking (GB) Sales Operations Team is an integral part of the GB Product & Experience (PX) division, dedicated to developing and managing products that empower users, enhance experiences, and drive business growth. Through innovation, design-led thinking, and ownership of the end-to-end client experience, PX is revolutionizing our business operations and client services. Our mission is to delight clients and enable them to achieve their goals by delivering personalized, data-driven experiences. Our Sales Enablement and Readiness priority focuses on equipping our banking and sales teams with cutting-edge capabilities, insights, and support to maintain a competitive edge.

About the Sales Operations Project Manager Position

This role involves supporting the infrastructure and transformation necessary to optimize the sales process and user experience. Responsibilities include end-user and production support, reporting requirements, sales and change readiness programs, and the deployment of new capabilities and data-driven insights to enhance front office productivity. You will play a pivotal role in shaping and executing the strategic vision of the program, collaborating with a diverse range of product, business, and functional partners. Additionally, you will leverage Artificial Intelligence (AI) and Large Language Models (LLM) to drive efficiencies across the product and sales operations team, enhancing decision-making processes and automating routine tasks to improve overall productivity. The role demands strong communication and influencing skills, strategic thinking, and the ability to collaborate with multiple stakeholders. You must possess strong quantitative skills and the ability to effectively problem solve.

Key Responsibilities:

• Develop a program/product strategy and vision that delivers exceptional value to front office users and clients.
• Drive execution of strategic initiatives with exceptional problem-solving and analytical skills.
• Serve as the key point of contact for front office, product, and support functions to achieve program and business objectives.
• Partner with product, tech, and design teams to transform the support program, transitioning from Salesforce to Service Now.
• Support business heads through pipeline management, strategy development, financial analysis, and expense management.
• Organize complex information strategically and compellingly, demonstrating expertise in Excel and PowerPoint.
• Provide responsive support to business stakeholder requests related to project management, reporting, and analysis.
• Communicate effectively with key business partners to understand projects and drive next steps.
• Maintain a strong control environment across workstreams and programs.
• Lead collaborative initiatives with team members and global managers to simplify, improve, and add value to business processes.
• Establish targets and metrics to assess progress for key initiatives.
• Manage planning, prioritization, testing, and track progress of initiatives, identifying challenges and collaborating for resolution.
• Anticipate internal and external factors impacting strategy, implementing plans to mitigate risks and capitalize on opportunities.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree and experience in sales operations, sales enablement, or a similar role.
• Minimum 5 years of experience within Financial Services.
• Advanced proficiency in Excel and PowerPoint.
• Strong organizational and time management skills; ability to prioritize requests and multi-task in a fast-paced environment.
• Enthusiastic, self-motivated, and effective under pressure.
• Strong analytical and numeric skills with excellent attention to detail.
• Strong communication, influencing, and relationship-building skills; team player.
• Ability to work well individually and partner effectively.
• Proactive problem-solving mindset with the ability to identify, present, and implement solutions.
• Comfortable presenting to senior stakeholders; strong written and verbal communication skills.
• Ability to work cross-functionally with multiple competing priorities and deliverables.
• Self-motivated, tenacious, and able to work independently.
• Collaborative approach with business stakeholders and support areas.
• Proficient in distilling data and information into clear, conclusive presentations.