Responsibilities include but are not limited to:
Lead Generation & Distribution
Own the strategy, routing logic, and prioritization frameworks for internal lead generation across all channels.
Define and track lead health metrics--utilization rates, work rates, and conversion to pipeline--and drive continuous improvement against each.
Serve as business product owner for lead management platforms; translate field experience into clear product requirements and backlog priorities.
Pipeline & CRM Effectiveness
Own and optimize the end-to-end pipeline and CRM ecosystem, driving efficient lead-to-close workflows, reducing administrative burden, and maximizing frontline selling effectiveness.
Leverage data, AI, and automation to enhance prioritization and insights, while simplifying workflows, improving platform adoption, and partnering cross-functionally on continuous enhancement and change management.
Customer Profiling & Advisory Tools
Own and evolve customer profiling and advisory tools, embedding AI-powered insights, segmentation, and next-best-action guidance to enable personalized, data-driven client engagement.
Ensure seamless integration of customer intelligence into frontline workflows, partnering with data and analytics teams to continuously improve accuracy, relevance, and usability.
Account Opening & Origination Platform Liaison
Serve as the business lead for account opening and origination platforms, partnering cross-functionally to ensure solutions are intuitive, efficient, and aligned to frontline and client experience needs.
Optimize origination workflows and performance by identifying friction points, leveraging field feedback and data insights, and driving prioritized enhancements to improve conversion, efficiency, and user experience.
Frontline User Experience (UX) Ownership
Establish and govern UX standards across sales enablement tools, ensuring simplicity, consistency, and alignment with frontline workflows and needs.
Lead structured pilot programs for new capabilities, synthesizing field feedback to inform go/no-go decisions and drive resolution of issues prior to full-scale deployment.
Voice of the Banker & Field Liaison
Serve as the primary liaison between Retail, SMB, and Mortgage channel teams and Technology/Product organizations, ensuring frontline needs are consistently reflected in platform decisions.
Establish structured mechanisms--advisory boards, listening sessions, ride-alongs--to capture and synthesize field feedback.
Represent banker and client experience needs in roadmap planning, product review sessions, and enterprise technology governance forums.
Backlog Prioritization & Product Partnership
Translate frontline needs into clear business requirements and manage the product backlog to ensure priorities align with business outcomes and field impact.
Act as business product owner within agile processes, driving decisions on scope, prioritization, and trade-offs to balance user needs, platform capabilities, and strategic objectives.
Continuous Improvement & Adoption
Drive continuous process improvement by identifying opportunities to automate manual tasks, simplify workflows, and enhance overall efficiency through smarter tooling.
Leverage adoption data, performance metrics, and field feedback to prioritize and deliver high-impact enhancements on an ongoing basis.