Comm'l Bnkg Sales Strategist - Ft Lauderdale, FL Or Morristown, NJ - Fort Lauder

Commercial Banking Sales Strategist

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

Under the direction of the Head of Commercial Strategy and Enablement, the Commercial Banking Sales Strategy Analyst plays a critical role in driving revenue growth, client acquisition, and portfolio expansion across the Commercial Lending business. This strategic, data-driven role focuses on developing and refining sales strategies, optimizing go-to-market plans, and delivering actionable insights to senior leadership and frontline teams.

Responsibilities include but are not limited to:

• Design and refine go-to-market strategies for commercial lending products (e.g., term loans, SBA, CRE, lines of credit). Conduct competitive analysis to benchmark product offerings and pricing strategies. Collaborate with product and marketing teams to align messaging and campaign execution. Evaluate sales channel effectiveness and recommend improvements (e.g., direct RM outreach vs. digital lead generation).
• Develop client segmentation models to tailor sales approaches by industry, geography, and business size. Create sales playbooks and outreach templates for Relationship Managers and Lending Specialists. Conduct ad hoc analyses to support decisions on staffing, territory adjustments, and product focus. Support territory planning, segmentation, quota setting and RM portfolio alignment based on market opportunity and capacity using data-driven methodologies.
• Analyze client engagement data from Salesforce to identify trends and gaps in outreach. Analyze client feedback and win/loss data to refine sales tactics and improve conversion rates.
• Build dashboards to monitor sales pipeline health, conversion rates, and RM productivity. Ensure data integrity across CRM and reporting platforms, reconciling discrepancies as needed and track performance against quotas and incentive targets across teams and regions. Monitor Salesforce activities and ensure accurate tracking of outreach, lead generation, and client engagement.
• Generate executive-level reports on sales performance, market penetration, and strategic initiatives. Visualize insights for leadership presentations, steering committees, and board updates. Provide insights and recommendations to senior leadership to support strategic decision-making.
• Present reports and recommendations to senior leadership across the Commercial Bank. Collaborate with Chief Banking Officers and their senior leadership teams to drive sales enablement practices within their dedicated regions. Design and implement sales enablement strategies that support each regions' strengths and support the Relationship Managers and banking teams on aligning to those strategies. Partner with Finance and Risk to align sales metrics with broader business goals.