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Manager of Commercial Card Product and Sales Support
2 months ago
Overview:
The Manager of Commercial Card Product and Sales Support is tasked with overseeing the product lifecycle of our commercial card solutions, delivering technical sales assistance to the Treasury Sales team, and ensuring an exceptional client experience.
This role is crucial in fostering product innovation, refining sales processes, and collaborating with vendors to maintain superior service levels and competitive product offerings.
This position employs a consultative approach, partnering closely with Treasury Bankers to assess clients' Payment Cycle processes and propose enhancements and efficiencies.
This role collaborates with marketing, sales, product, technology teams, and vendors to formulate and implement go-to-market strategies, ensuring continuity in product offerings and alignment with the organization's objectives.
Responsibilities:
Oversee all facets of product development, new product launches, and product modifications, including but not limited to product configuration, testing, procedure development, and training.
Provide technical sales support and training to sales teams.
Lead the creation of sales materials, presentations, and client proposals, collaborating with other teams as necessary.
Address technical challenges with appropriate resources, vendors, technology partners, and card services team members.
Work closely with Market Leaders and Bankers to comprehend client needs and customize solutions accordingly.
Identify gaps and recommend new or existing product modifications and enhancements to improve market position, client experience, quality, efficiencies, and expense management.
Act as the liaison and project lead on vendor-related initiatives.
Lead market research and client engagement efforts to ensure products and services align with bank strategies.
Collaborate with other Product team members to maintain Product Roadmap initiatives and prioritization.
Create project proposals and business cases for new and existing products.
Monitor core vendor-driven changes, assess and manage impact, and communicate changes appropriately to internal and external audiences.
Track, report, and communicate key project milestones, recommending adjustments as needed for timely and budget-compliant completion of product implementations and enhancements.
Analyze and interpret product-related data, including profitability and associated costs; communicate data to influence business decisions and actions; drive product adoption.
Generate management reports to measure success and identify areas for improvement, as well as any ad-hoc reports as necessary.
Maintain all necessary product specifications, policies, procedures, and project documentation (vendor documentation, quotes, statements of work, and vendor comparisons) and update as necessary.
Identify and create internal and external client communications regarding product and service announcements.
Provide timely and accurate information and documentation in compliance with relevant laws, bank regulations, industry best practices, and bank policies and procedures.
Develop and sustain trusted, positive relationships with employees, clients, and vendors.
Represent the Bank and Product team in a highly professional manner.
Complete job assignments in a professional, timely, and efficient manner; organize and prioritize work.
Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
Reliable and predictable attendance; both onsite and remote work.
Qualifications:
Minimum five years of experience in product management, sales support, or a related role within the commercial card industry is preferred.
Strong technical acumen and understanding of commercial card products and payment solutions.
Ability to work collaboratively with cross-functional teams and build strong relationships with stakeholders.
Proficient technical skills in Microsoft Office (Word, Excel, PowerPoint, Outlook). Familiarity with Microsoft Project and Visio is a plus.
Extensive knowledge of bank products and systems, including regulatory and legal requirements.
Working knowledge of FIS core processing, commercial card program knowledge, and related systems is preferred.
Ability to maintain a proactive approach to assignments, manage multiple tasks, and prioritize work to meet deadlines.
Bachelor's degree or equivalent combination of education and/or work experience, preferably in a commercial bank environment.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies.
Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank.
We respectfully request no phone calls or emails.