RESPONSIBILITIES
Data Management & Analysis
Oversee the creation and maintenance of sales scorecards, dashboards, and KPIs to monitor business development team performance. Tracks and reports on client engagement, revenue growth, and pipeline movement to provide insights into sales effectiveness to the rest of the Revenue Leadership Team. Manage the creation and distribution of lending, deposit, and marketing reports for senior leadership and the Board. Analyzes client feedback data to identify pain points, inefficiencies or improvements and implement changes that enhance the client journey.
Aligns sales operations with the bank’s strategic growth goals to ensure cohesive efforts across the organization. Acts as primary Project Owner of Sales Teams projects and serves on company Project Review Board Provides regular reports and updates to senior leadership on the status of the BWB client, including client satisfaction, retention rates, and product growth. Utilizing data insights, identifies and implements best practices in sales process optimization, including the adoption of new technologies across banking segments. Develops and maintains a structured client acquisition and onboarding process to improve conversion rates & drive revenue growth. Enhances sales workflows & automation to streamline efficiency and reduce manual tasks. Supports the equitable & timely assignment of sales goals across the team Leads the implementation and refinement of SOX-compliant lending and deposit practices to ensure regulatory compliance. Facilitates communication & collaboration between the sales and marketing teams to ensure alignment on client-focused initiatives. Supports the building and continual iteration of the client journey with Marketing & works to translate the value to sales and client-facing roles. CRM & Sales Technology Administration
Manages Salesforce CRM and nCino loan workflow, acting as the primary business leader & strategist for these tools. Leads CRM customization, training, and adoption efforts to maximize user engagement and ensure the tools meet the needs of the sales team. Implements and optimizes CRM tools for effective sales tracking and relationship management. Serves as the primary liaison between Sales, Technology, and Marketing to drive CRM enhancements and develop technology roadmaps. Works closely with stakeholders to understand their needs, customize CRM tools accordingly, and facilitate training to ensure widespread adoption
Leads, manages, and holds the Sales Operations team accountable by setting clear expectations, fostering team alignment, and ensuring execution against strategic goals. Responsible for hiring, managing, and developing staff needed to implement Sales Operations functions effectively. Creates, updates, and maintains onboarding materials for new Sales Staff, including Bankers and Treasury Management Staff, to ensure they are well-prepared for their roles. QUALIFICATIONS
Bachelor’s degree in Business Administration, Financial Management, or related field and/or equivalent combination of education and experience MBA or Graduate School of Banking certificate preferred 8+ years of business development or sales operations management experience, preferably in a banking environment 5+ years of team leadership, preferably in a financial services environment Excellent verbal, written, and interpersonal communication skills Salesforce CRM and nCino Loan Workflow management & development experience preferred Knowledge of Commercial loan origination structures, compliance and regulations High attention to detail and in-depth knowledge of banking policies and procedures Strong ability to develop reports & presentations of detailed information for Senior Leadership and Board Self-starter with excellent relationship-building and problem-solving capabilities Proven track record in working with all levels of senior management Able to work on multiple projects simultaneously and in a fast-paced organization ABOUT BRIDGEWATER BANK
Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We are on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy is just a bonus! COMPENSATION & BENEFITS
The typical annual base pay range for this role is between $130,100 – 160,000. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS:
Exempt Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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Data Management & Analysis
Oversee the creation and maintenance of sales scorecards, dashboards, and KPIs to monitor business development team performance. Tracks and reports on client engagement, revenue growth, and pipeline movement to provide insights into sales effectiveness to the rest of the Revenue Leadership Team. Manage the creation and distribution of lending, deposit, and marketing reports for senior leadership and the Board. Analyzes client feedback data to identify pain points, inefficiencies or improvements and implement changes that enhance the client journey.
Aligns sales operations with the bank’s strategic growth goals to ensure cohesive efforts across the organization. Acts as primary Project Owner of Sales Teams projects and serves on company Project Review Board Provides regular reports and updates to senior leadership on the status of the BWB client, including client satisfaction, retention rates, and product growth. Utilizing data insights, identifies and implements best practices in sales process optimization, including the adoption of new technologies across banking segments. Develops and maintains a structured client acquisition and onboarding process to improve conversion rates & drive revenue growth. Enhances sales workflows & automation to streamline efficiency and reduce manual tasks. Supports the equitable & timely assignment of sales goals across the team Leads the implementation and refinement of SOX-compliant lending and deposit practices to ensure regulatory compliance. Facilitates communication & collaboration between the sales and marketing teams to ensure alignment on client-focused initiatives. Supports the building and continual iteration of the client journey with Marketing & works to translate the value to sales and client-facing roles. CRM & Sales Technology Administration
Manages Salesforce CRM and nCino loan workflow, acting as the primary business leader & strategist for these tools. Leads CRM customization, training, and adoption efforts to maximize user engagement and ensure the tools meet the needs of the sales team. Implements and optimizes CRM tools for effective sales tracking and relationship management. Serves as the primary liaison between Sales, Technology, and Marketing to drive CRM enhancements and develop technology roadmaps. Works closely with stakeholders to understand their needs, customize CRM tools accordingly, and facilitate training to ensure widespread adoption
Leads, manages, and holds the Sales Operations team accountable by setting clear expectations, fostering team alignment, and ensuring execution against strategic goals. Responsible for hiring, managing, and developing staff needed to implement Sales Operations functions effectively. Creates, updates, and maintains onboarding materials for new Sales Staff, including Bankers and Treasury Management Staff, to ensure they are well-prepared for their roles. QUALIFICATIONS
Bachelor’s degree in Business Administration, Financial Management, or related field and/or equivalent combination of education and experience MBA or Graduate School of Banking certificate preferred 8+ years of business development or sales operations management experience, preferably in a banking environment 5+ years of team leadership, preferably in a financial services environment Excellent verbal, written, and interpersonal communication skills Salesforce CRM and nCino Loan Workflow management & development experience preferred Knowledge of Commercial loan origination structures, compliance and regulations High attention to detail and in-depth knowledge of banking policies and procedures Strong ability to develop reports & presentations of detailed information for Senior Leadership and Board Self-starter with excellent relationship-building and problem-solving capabilities Proven track record in working with all levels of senior management Able to work on multiple projects simultaneously and in a fast-paced organization ABOUT BRIDGEWATER BANK
Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We are on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy is just a bonus! COMPENSATION & BENEFITS
The typical annual base pay range for this role is between $130,100 – 160,000. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS:
Exempt Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr