Sales Effectiveness Manager
Current- Planned and executed our largest corporate sales incentive program to support stable deposit and client acquisition. Achieved 97% of deposit budget, 108% of wealth budget, and 160% in new member acquisition within 3 months. -Developed and led training modules to address common sales staff deficiencies; focuses include but not limited to: business development, product cross-selling, interpersonal sales tactics, and client retention. -Public facilitation across a variety of departments, sales teams, and mid-level leaders. Regularly present on sales data, tactics, upskilling, and application in groups ranging from 10 to 350+ individuals.-Analyzes sales data (Power BI, excel, IBM Planning Analytics) to provide training recommendations, strategic initiatives, and incentive programs.-Created a new corporate intranet to streamline sales strategy and promote adoption.
