Position Description The Salesforce Practice Leader Wholesale Bank will lead a team of direct and cross-functional resources across multiple business, IT, and operational teams. This is a critical and highly visible role requiring significant stakeholder influence and relationship management both internally (Line of Business Leadership, Marketing and Technology Senior Leaders and other functional experts) and externally (Strategic Partners, Vendors, and leading technology companies).
This individual will lead a team of Product Owners, Developers, Solutions Architects, and Analysts in the execution of Atlantic Union's technology modernization journey. This position will work with business leaders to develop and drive the next generation of capabilities within our Salesforce ecosystem, inclusive of Salesforce CRM and nCino practices.
This position will use broad vision of the competitive and comparative landscape, strong relationship and portfolio management skills to execute deliverables and partner throughout the organization to drive customer experience ownership through value segmentation strategies to drive, support and evolve a high-performing, customer-focused organization. This role requires a wide range of capabilities to include change management leadership, virtual team management, design-centered thinking, digital process design portfolio management and strategic execution as well as the ability to influence diverse, cross functional team to success without direct authority over the team.
Position Accountabilities
- Lead a team of Salesforce engineers and architects to accomplish the following Assist each Line of Business in creating and implementing digital visions, strategies and roadmaps that address the business needs and future growth
- Assess digital sales and service platforms in the external marketplace and make recommendations for potential partnerships
- Identify opportunities to leverage digital techniques for greatest strategic impact and defining the priority capabilities required to succeed
- Develop the business cases and business requirements and drive to execution
- Lead multi-disciplinary teams to shape and implement digital strategies, programs, and initiatives
- Bring the voice of the customer/client and the voice of the advisor/employee into our product features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map
- Develop and manage goals and key performance indicators
- Partner with Marketing for acquisition support, product positioning, promotion of wholesale products and services and onboarding activities
- Present data, strategies and recommendations to senior management to build buy-in to strategic recommendations
- Prioritize product requirements and coordinate release plans with IT and key constituents.
- Serve as primary business point of contact for implementation activities and work closely across with key constituents to meet scheduled milestones
- Guide and direct complex projects, identify key stakeholders and gain participation
Organizational Relationship Reports to the CIO for Wholesale Banking
Position Qualifications Education & Experience
- 5+ Years' experience Agile/Scrum a must
- Bachelor's Degree required
- 10+ years of financial services experience
- 5+ years of experience in the Digital sales & Digital Servicing
- 10+ Years' Experience as a people manager
Knowledge & Skills
- Superb Customer Experience, user experience and user interaction skills
- Excellent verbal, writing and presentation skills
- Program management and leadership experience
- Strong PowerPoint and Excel skills to assemble & lead executive presentations
- Demonstrated experience developing and executing against a strategic plan
- Proven ability to develop product roadmaps, define requirements and lead implementation efforts successfully.
- Demonstrated interpersonal and management skills; ability to work well as part of a cross-functional team and lead across the organization at multiple levels
- Ability to influence diverse, cross functional team to success without direct authority over the team
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting
We are proud to be an EEO/AA /Minority/Female/Disability/Veteran employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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