• Job Description

  Req#: 21-7907

  Description

  SUMMARY:

  Oversees the people, processes, and technology of our CRM platform. This role is pivotal in ensuring the effective use of CRM tools to enhance customer satisfaction and drive sales enablement within our sales teams.

  ESSENTIAL FUNCTION:

  Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

  ESSENTIAL DUTIES AND RESPONSIBILITIES:

  Oversees the implementation, maintenance, and optimization of the CRM platform to ensure it meets the needs of the business and enhances customer interactions.

  Leads and mentors a team of CRM specialists, providing guidance and support to ensure high performance and professional growth.

  Develops and refines CRM processes to improve efficiency, data accuracy, and customer engagement.

  Collaborates with sales teams to provide tools, training, and support that enhance their ability to engage with customers and close deals.

  Analyzes CRM data to identify trends, opportunities, and areas for improvement, and present findings to senior management.

  Gathers and utilizes customer feedback to inform CRM strategies and improve customer satisfaction.

  Ensures seamless integration of the CRM platform with other business systems and technologies.

  SUPERVISORY RESPONSIBILITIES:

  May be responsible for directly supervising employees in the designated functional area. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

  QUALIFICATIONS:

  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  TECHNICAL SKILLS:

  Advance proficiency in Microsoft products such as Word, PowerPoint, Excel, and Outlook.

  Experience with CRM platforms such as Salesforce, Oracle Fusion, HubSpot, or Microsoft Dynamics.

  OTHER SKILLS AND ABILITIES:

  Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

  Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.

  Ability to interact effectively across all levels of the organization, including senior management, the branch network, other departments, and vendors.

  Demonstrated ability to manage multiple priorities and effectively meet critical deadlines under difficult time restraints.

  Strong organizational and prioritization skills.

  Team player with a positive outlook.

  Excellent analytical, problem-solving and decision-making skills.

  Proficiency with CRM software and tools.

  Strong communication and interpersonal skills.

  PHYSICAL DEMANDS:

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  WORK ENVIRONMENT:

  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  ADDITIONAL INFORMATION:

  The wage range for the Sales Enablement/CRM Analyst position $120,000 - $130,000 annually and eligible for incentives up to 25% of annual salary. The position includes 22 days of PTO (Paid Time Off), 5 days of STD (Short Term Disability), 11 annual paid holidays and 1 float holiday.

  WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.

  Qualifications

  Bachelor's degree required, Business, Marketing, or a related field preferred, with a minimum of 10 years sales enablement experience; preference in CRM management.

  Master’s Degree strongly preferred.

  In lieu of degree, Minimum of five years of experience in strategy, human resources, financial services, or operations considered.

  Proven leadership experience required; management experience preferred.

• About the company

  WesBanco Bank, Inc. provides a wide variety of financial products and services. These offerings include: personal/business banking, loans, investments, mortgages, insurance, and credit cards.

Notice