Sales Operations Consultant

2 weeks ago

Bengaluru, Karnataka, India WELLS FARGO BANK Full time

About this role:
Wells Fargo is seeking a Sales Operations ConsultantIn this role, you will:

Lead support functions or operations for multiple business groups and contribute to large scale strategic initiativesEnsure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operationsResearch moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international businessWork independently to make recommendations for support function by providing support and leadershipAssist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experienceCollaborate and consult with team leaders in developing project plans, policies and proceduresProvide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partnersRequired Qualifications:
4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationExperience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or acombination of the following: work experience, training, military experience, educationDesired Qualification:


Lead and support operational risk management activities by monitoring risk controls and testing their effectiveness throughout the year, as well as updating/maintaining the risk controls documentation.

Maintain third party sales tool licenses administration for Commercial Banking (adding/deactivating users) and retaining evidence of changes; review/analyze tools usage dashboardsCollaborate with stakeholders to ensure successful implementation of CRM enhancements - business requirements gathering and UAT testing for CRM releases; coordinate third party tool integrations planning with CRM product owners and technologyCreation of sales skills and product training guides and learner materials.

Develop and maintain relationships with internal stakeholders across a variety of corporate functions such as HR/Learning and Development, Supply Chain and Technology.

Provide training support for hosted courses and/or virtual sessions such as webinars.
Monitor and report on CRM pipeline performance, impact of training on pipeline, win/loss analysis.
Administer and manage third party sales tools access.
Develop and implement strategies to improve operational efficiency.
Ensure compliance with all applicable laws and regulations.

Provide support for OKR (objective key results) monitoring, maintain 6Q roadmaps for key sales tools in development or rolling out major enhancements/features.

Monitor and analyze sales performance using existing reporting and ad-hoc analysis across multiple data files.

Assist Sales Enablement leaders and broader team with strategic initiatives support for the lines of business - building checklists, implementation plans, attending workstream planning calls and debriefing key takeaways, creating deliverables in support of initiatives and/or progress updates.

Bachelor's degree in information systems, Computer or Data Science, Sales Operations, Operational Risk Management7+ years of experience in sales operations or dashboard development support, preferably in a Commercial Banking environment.

Excellent organizational and problem-solving skills (strong critical thinking and reasoning skills)Strong knowledge of CRM systems and data quality processes or controls management.

Ability to work independently and as part of a team.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite.
Ability to work in a fast-paced environment.

Posting End Date:
*Job posting may come down early due to volume of applicants.

We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.


Candidates applying to job openings posted in US:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.


Candidates applying to job openings posted in Canada:

Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .Drug and Alcohol PolicyWells Fargo maintains a drug free workplace.

Please see our Drug and Alcohol Policy to learn more.

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