VP, Sales Enablement

Candidates must reside within the California based communities that Travis Credit Union serves:   Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties.  This position is considered hybrid so you must be within a commutable distance to our corporate headquarters in Vacaville, CA.

Summary:  The Vice President, Sales Enablement is responsible for taking Travis Credit Union’s (TCU) growth, product, and marketing strategies and transforming them into trainings, tactics, tools, playbooks and metrics to ensure front line team members can achieve and exceed sales goals.

With an initial focus on creating a cohesive sales program for consumer and small business banking, the scope of responsibility will extend to other areas as success is achieved. 

In addition to influencing TCU’s overall sales strategy, the VP, Sales Enablement will be accountable for defining the sales process, new account opening and loan origination experience and process, as well as the new member onboarding experience and process. This includes development of tools and technology to support these processes, as well as reporting and recognition on sales performance.

Profile:

• Assesses the current state of sales effectiveness at TCU and develops a phased approach to create an ecosystem of process, technology, tools, data, and recognition that enables ethical achievement of sales goals in support of TCU’s mission.
• Works collaboratively with Product Management, Marketing, and Sales Leadership to establish, review, and enhance the sales strategy for the credit union.
• Partners closely with Marketing to develop a Lead Management framework and process.
• Develops, implements, and continuously improves the sales process for each business unit in collaboration with respective sales leadership. This includes creating plans, tools, playbooks, communication, training, and driving technology enhancement in partnership with IT to maximize adoption of the sales process.
• Accountable for defining the overall new account opening, new loan origination, and new member onboarding experiences for the credit union, then working closely with business unit leaders and branch, digital, contact center, and ATM channel owners to bring it to life so that it is relevant for each audience and maximizes the strengths of each channel.
• Develops sales training strategy and collaborates with TCU’s Learning & Development team on the delivery and execution.
• Delivers actionable sales reporting, dashboards, and analytics for executives, sales leadership, and front-line teams to quickly identify current performance and opportunities for improvement and focus.
• Partners closely with Sales Leadership and the Total Rewards teams on sales incentives and compensation.
• Develops and executes a sales recognition program that drives ethical behaviors and measureable results that align with TCU’s Mission, Vision, and Values.
• Drives the CRM/Salesforce priorities and roadmap for the organization.
• Establishes and actively manages third-party relationships to deliver programs and projects as needed.
• Defines approach for the full life cycle of sales-related projects from planning, initiation, sizing, resourcing, execution, monitoring, control, inspection, and completion that aligns with the credit union’s operational excellence standards.
• Assesses project plans and progress, collects, consolidates, and reviews status reports, as well as reviews status with project leaders on a continuous basis.
• Continuously seeks opportunities to improve TCU’s sales enablement processes and flows to reduce cycle time while maintaining the highest quality.
• Delivers executive level communication on sales enablement programs, performance, and strategy.
• Develops and maintains internal and external networks to stay informed of trends, emerging technologies, and new techniques to enable sales team success.                                                      
• Not all functions/tasks are listed above; however those listed are considered essential.

Skills: 

• Extensive knowledge of B2C and B2B sales strategies and processes in the financial services industry.
• Expertise with deposit and loan product sales in a multi-unit environment through different channels.
• Experience with CRM platforms, like Salesforce, including implementation of new features and modules.
• Excellent vendor management and negotiation skills.
• Excellent quantitative and qualitative analytical skills.
• Excellent conceptual, organizational, and problem-solving skills.
• Expert level project and change management skills, with the ability to lead small to complex projects and implement successfully.
• Proven record of accomplishment in evaluating current processes, programs, and systems for continuous improvement and innovation opportunities.
• Ability to juggle multiple goals and deadlines in the context of the big picture.
• Ability to take initiative to develop new strategies and outside-the-box ideas.
• Excellent communication skills (oral and written, formal and informal).
• Customer focused, goal driven, and achievement minded.
• Ability to manage, direct, and achieve goals through others.
• Ability to provide leadership, support, motivation, and professional development to staff. 

Supervisory Relationships:

• Reports directly to the SVP, Operations.
• Direct supervisory responsibility for assigned department leadership.
• Overall management responsibility for assigned division staff. 

Experience and Education:

• Bachelor’s degree in Business, Communications or a related field or equivalent related professional experience.   
• Minimum of 10 years of management-level demonstrated experience leading a high-performing, cohesive team. 
• Minimum of 5 years’ experience with: Sales enablement,  CRM systems, preferably Salesforce, Project and program management, Implementation and measurement of new strategies, tools, and technology.

Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Requires traveling to Credit Union branches and other venues, and attending special and community-related events during business hours, evenings and/or weekends.

Participation in TCU Driving Program is required. Incumbents will be required to furnish their driving record from the Department of Motor Vehicles, proof on insurance and sign an authorization so TCU can obtain records directly from the Department of Motor Vehicles. Subject to any limitations imposed by law, full cooperation with any request for records or request for an authorization to seek such records is required.

Compensation: Base salary starting range:  $180,000 annually - $280,000/annually is commensurate with experience.

Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.

At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives.  As such,  Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!

Travis Credit Union is an Affirmative Action Employer

EOE/Individual with Disability/Veteran Status 

 #traviscu

Salary : $280,000