Job Title: VP, CRM Strategy and Revenue Operations- Chatsworth
Overview:
The VP, CRM Strategy and Revenue Operations is responsible for defining and executing the go-to-market strategy while optimizing sales, service, and relationship management performance across Premier America's Retail Branch and Business Services channels. This executive leader will leverage data, analytics, and Salesforce capabilities to drive revenue growth, operational excellence, and member acquisition, retention, and deepening strategies.
Working closely with executive leadership and key stakeholders across Retail Banking, Business Services, Lending, Marketing, Member Services, Technology, Finance, and Operations, this role will foster alignment, establish accountability, and drive enterprise-wide performance improvement.
The VP will serve as a strategic partner to business leaders, ensuring teams operate with a unified view of the member lifecycle and a common understanding of performance objectives, opportunities, and outcomes. This highly visible role sits at the intersection of strategy, technology, analytics, and execution, enabling data-driven decision-making and supporting Premier America's long-term growth objectives.
What You Will Do:
- 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.
- Drive annual strategic planning, sales goal setting, territory planning, incentive measurement, and capacity modeling.
- Identify trends, opportunities, and performance gaps through advanced analytics and business intelligence tools.
- Lead cross-functional initiatives to improve sales productivity, member acquisition, retention, and wallet share growth.
- Support strategic initiatives including product positioning, pricing strategies, market expansion, and go-to-market execution.
- Act as the executive sponsor and strategic architect for the Salesforce ecosystem, ensuring alignment with organizational goals and growth strategies.
- Partner with business leaders, technology teams, and Salesforce resources to translate strategic objectives into scalable solutions and capabilities.
- Manages assigned Team Members including performance management while fostering a culture of continuous learning, professional growth, and ongoing improvements to ensure optimal team performance
- Stays informed of trends and changes in the credit union industry.
What We Are Looking For:
- 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.
- Bachelor's degree in business or related field. MBA or MPA preferred.
- 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
Pay Grade Info:
The base pay range for this position is: $160k-$180k annually.
Perks Important to You:
Our Team Members enjoy the following rewards and 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!
Equal Opportunity Employer – Veterans / Disabled
Drug-free Workplace
