What are the responsibilities and job description for the VP Sales Operations position at Mountain America Credit Union?
Please reference the schedule and minimum qualifications listed below before applying.
If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
The Vice President of Sales Operations is a critical leadership position within the Member Service Team responsible for developing, implementing, and monitoring sales and recognition strategies to achieve the credit union's financial and growth objectives. This role oversees a team of sales professionals and collaborates with the majority of teams and leaders throughout the Credit Union to create, implement and execute Credit Union sales strategies designed to provide exceptional member experiences. Key responsibilities include creating and optimizing sales strategies and resources, enhancing incentive programs, ensuring compliance with regulatory guidelines through active monitoring, and aligning team efforts with Mountain America’s Mission, Vision, and Values. The VP also identifies program strengths and weaknesses and implements solutions to improve performance. The VP Sales Operations plans, organizes, directs, and manages all aspects of the Sales Operations organization, including goal setting and leadership development.
Job Description
LOCATION
Mountain America Center - In Office
9800 S Monroe St
Sandy, UT 84070
SCHEDULE
Full Time
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Work with the SVP of Member Service to create, implement and execute Sales Strategy as part of Member Service strategy at Mountain America. Proactively identifies opportunities to improve sales and recognition programs in a way that engages team members and enhances the member experience. Collaboratively works with peers to identify strengths, weaknesses and opportunities associated with the sales and recognition programs. Designs and implements enhancements to improve the member and team member experience. Consistently implements Member Service Team and Credit Union member experience strategies across area of responsibility. Ensures Sales programs are compliant with all applicable financial industry regulations and standards through establishing and enhancing monitoring capabilities. Provides leadership, coaching, and mentorship to the sales team, fostering a high-performance culture, and ensuring the team's goals are met.
Sales Operations Strategy
Develops and implements a cohesive sales operations strategy for Member Service in alignment with organizational goals, optimizing sales processes and technology to enhance sales efficiency and effectiveness. Analyzes sales metrics and performance data to identify areas for improvement, making data-driven decisions to optimize sales processes. Works with Member Service leadership to set objectives, forecast goal attainment, and develop strategies to drive membership satisfaction and growth. Leads the sales operations team with a focus on cascading the vision, strategy, and key prioritized initiatives. Team members within the sales operations organization will be responsible for executing that strategy and determining solutions to operationalize the initiatives. Enables sales effectiveness through technology, process, messaging, and learning. Identifies breakdowns early in the process and creates roadmaps with partners (Data, IT) to fix issues. Supports the effective use of MACU CRM to raise productivity and compliance. Partners with IT and Product Management to enhance the CRM tool, identify opportunities for enhancement, and track implementation and success of enhancements. Monitors market best practices to maintain cutting edge with sales operations practices. Develop, manage, and optimize the sales department budget, allocating resources efficiently. Prepare and present sales reports, forecasts, and performance data to the member service leadership team.
Sales Incentive Plan Design & Analysis
Understands what activities drive MACU’s critical measures and how to design incentive plans to achieve critical measure success. Collaborates with cross-functional teams (Data Analytics, Marketing, Business Partners, Risk, Sales Enablement) to design, implement, and continuously refine the branch and service center incentive plans to motivate the member service team and align with credit union goals. Analyzes historical incentive plan performance and credit union financial data to recommend modifications to incentive plans that improve the effectiveness and drive desired behaviors. Partners cross-functionally to ensure an optimal reporting environment that captures holistic sales, service, and compliance performance data. Leads a team who is responsible as the primary point of contact for the member service team members regarding questions or concerns related to the incentive programs, policies, and processes. Accountable for the team who provides timely and accurate responses to inquiries and maintains open communication channels to address inquiries effectively and enhances the sales team’s understanding of incentive structures. Leads the strategy for sales recognition programs and events. Creates long-term and short-term roadmap.
Communication
Sets the sales incentive and recognition program communication strategy for Member Service. Collaborates with internal communication partners to determine best communication channels for sales incentive and recognition programs.
Sales Enablement
Partners with the Branch Professional Development team to create strategy, tools, and activities that drive MACU’s sales and service training. This includes training plans, materials, and support for Assess, Advise, Assist (AAA). Performs other duties as assigned.
KNOWLEDGE, SKILLS, And ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
Bachelor’s Degree in Business Management, Finance or a related field (MBA preferred).
Licenses, Certificates, Registrations
Physical Demands
If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
The Vice President of Sales Operations is a critical leadership position within the Member Service Team responsible for developing, implementing, and monitoring sales and recognition strategies to achieve the credit union's financial and growth objectives. This role oversees a team of sales professionals and collaborates with the majority of teams and leaders throughout the Credit Union to create, implement and execute Credit Union sales strategies designed to provide exceptional member experiences. Key responsibilities include creating and optimizing sales strategies and resources, enhancing incentive programs, ensuring compliance with regulatory guidelines through active monitoring, and aligning team efforts with Mountain America’s Mission, Vision, and Values. The VP also identifies program strengths and weaknesses and implements solutions to improve performance. The VP Sales Operations plans, organizes, directs, and manages all aspects of the Sales Operations organization, including goal setting and leadership development.
Job Description
LOCATION
Mountain America Center - In Office
9800 S Monroe St
Sandy, UT 84070
SCHEDULE
Full Time
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Work with the SVP of Member Service to create, implement and execute Sales Strategy as part of Member Service strategy at Mountain America. Proactively identifies opportunities to improve sales and recognition programs in a way that engages team members and enhances the member experience. Collaboratively works with peers to identify strengths, weaknesses and opportunities associated with the sales and recognition programs. Designs and implements enhancements to improve the member and team member experience. Consistently implements Member Service Team and Credit Union member experience strategies across area of responsibility. Ensures Sales programs are compliant with all applicable financial industry regulations and standards through establishing and enhancing monitoring capabilities. Provides leadership, coaching, and mentorship to the sales team, fostering a high-performance culture, and ensuring the team's goals are met.
Sales Operations Strategy
Develops and implements a cohesive sales operations strategy for Member Service in alignment with organizational goals, optimizing sales processes and technology to enhance sales efficiency and effectiveness. Analyzes sales metrics and performance data to identify areas for improvement, making data-driven decisions to optimize sales processes. Works with Member Service leadership to set objectives, forecast goal attainment, and develop strategies to drive membership satisfaction and growth. Leads the sales operations team with a focus on cascading the vision, strategy, and key prioritized initiatives. Team members within the sales operations organization will be responsible for executing that strategy and determining solutions to operationalize the initiatives. Enables sales effectiveness through technology, process, messaging, and learning. Identifies breakdowns early in the process and creates roadmaps with partners (Data, IT) to fix issues. Supports the effective use of MACU CRM to raise productivity and compliance. Partners with IT and Product Management to enhance the CRM tool, identify opportunities for enhancement, and track implementation and success of enhancements. Monitors market best practices to maintain cutting edge with sales operations practices. Develop, manage, and optimize the sales department budget, allocating resources efficiently. Prepare and present sales reports, forecasts, and performance data to the member service leadership team.
Sales Incentive Plan Design & Analysis
Understands what activities drive MACU’s critical measures and how to design incentive plans to achieve critical measure success. Collaborates with cross-functional teams (Data Analytics, Marketing, Business Partners, Risk, Sales Enablement) to design, implement, and continuously refine the branch and service center incentive plans to motivate the member service team and align with credit union goals. Analyzes historical incentive plan performance and credit union financial data to recommend modifications to incentive plans that improve the effectiveness and drive desired behaviors. Partners cross-functionally to ensure an optimal reporting environment that captures holistic sales, service, and compliance performance data. Leads a team who is responsible as the primary point of contact for the member service team members regarding questions or concerns related to the incentive programs, policies, and processes. Accountable for the team who provides timely and accurate responses to inquiries and maintains open communication channels to address inquiries effectively and enhances the sales team’s understanding of incentive structures. Leads the strategy for sales recognition programs and events. Creates long-term and short-term roadmap.
Communication
Sets the sales incentive and recognition program communication strategy for Member Service. Collaborates with internal communication partners to determine best communication channels for sales incentive and recognition programs.
Sales Enablement
Partners with the Branch Professional Development team to create strategy, tools, and activities that drive MACU’s sales and service training. This includes training plans, materials, and support for Assess, Advise, Assist (AAA). Performs other duties as assigned.
KNOWLEDGE, SKILLS, And ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
- Proven track record of successful sales leadership in the financial industry.
- 10 years of similar or related experience with sales planning, incentive plan design, reward and recognition program planning, and communications.
- Strong understanding of financial products, services, and regulations.
- Exceptional leadership and people management skills.
- Analytical and strategic thinking abilities.
- Excellent communication, negotiation, and presentation skills.
- Results-driven with a focus on meeting and exceeding sales targets.
- Familiarity with CRM software and other sales tools.
- Knowledge of the regional market and industry trends.
- Understanding of rules and regulations applicable to sales programs within the financial services industry.
- Ability to collaborate with and partner with leaders across the Credit Union to promote strengths and solve challenges associated with sales incentive programs and sales technologies.
- Ability to follow through on action planning.
- Demonstrated expertise in the resolution of complex or unusual business problems.
Bachelor’s Degree in Business Management, Finance or a related field (MBA preferred).
Licenses, Certificates, Registrations
- None
- Basic computer operating skills
- Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint)
- Advanced CRM tool understanding and ability to translate into business processes that benefit the team member and member experience
- Has managerial responsibility for a large group of employees or more than one group of employees with diversified functions. Policies and practices are usually implemented through subordinate supervisors.
- Ability to understand and promote MACU’s vision, mission, and values along with the MACU Assess, Assist, and Advise (AAA) model.
- Cultivates Relationships: Effectively builds and uses internal relationships with team members from across the organization to address problems.
- Strong experience with change management – “Champions Change” by anticipating changes in circumstances, quickly adapting to those changes and communicates them appropriately. Effectively uses change management plans with stakeholders.
- Ability to identify root causes of problems and provide longer-term solutions.
- Has a relentless focus on process optimization and scalability.
- Speed & Focus: ability to evaluate impact of initiatives on others and collaborate to mutual benefit and then execute all projects/tasks to completion with a sense of urgency and determination without sacrificing quality.
- Must have a thorough knowledge and understanding of credit union policies and procedures.
- Must have the ability to make sound decisions based on credit union policies.
Physical Demands
- Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
- Ability to stand, walk, kneel and crouch occasionally
- Close vision (clear vision at 20 inches or less)
- Distance Vision (clear vision at 20 feet or more)
- Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
- There are no unusual environmental factors
- Moderate noise (business office with computers and printers, light traffic)
