Technology Specialist - Sales Systems

The purpose of the Technology Specialist is to support commercial sales teams under the Chief Commercial Banking Officer with best practices and processes, through technology, to enhance their daily sales activities. This position analyzes different technology approaches, evaluates technical solutions, and utilizes the best system method to meet the requirements of the business efficiently.

This role is responsible for being an admin and managing the systems in place to ensure successful onboarding, user adoption and productive use. It will require vendor management, comparisons of systems in the market, and analyzing/selecting additional or replacement applications to address ongoing and changing business needs.

Additional Job Objectives:

• Specialist/Consultant
  
  
  
  • Work closely with the commercial business lines to understand their sales and business processes; gather requirements/feedback to determine and prioritize their needs and goals
  • Recommend and configure technology-based solutions with current (or future) software solutions to address these business needs
  • Work with management to maintain a software enterprise plan and potential integrations with other systems used in the business lines
  
  
  
  
• Software Administration
  
  
  
  • Admin and manage multiple software platforms; become the subject matter expert on the technical and functional capabilities of the system and how the business lines can best leverage them
  • Monitor and report on user adoption and activity; gather feedback on issues and success stories to help with fixes and software renewal or replacement decisioning
  • Track and maintain the technology roadmap, with vendor, for future processes, enhancements and onboarding more users and business lines
  
  
  
  
• Onboarding and Training
  
  
  
  • Lead and facilitate onboarding and training of new or current users
  • Manage account setup and onboarding steps directly or through vendor for all new commercial users
  • Coordinate ad-hoc or periodic feedback/working sessions with groups or individuals to ensure adoption and sufficient ROI
  
  
  
  
• Vendor Engagement/Management
  
  
  
  • Work closely with vendor account executives and customer success teams to report and communicate feedback from users
  • Understand contract and license structure with each platform/vendor; coordinate with management on new license purchases or enhancements
  • Research and engage with additional technology solutions in the market
  • Facilitate pilot opportunities and negotiations with business lines and vendors
  • Manage vendor communications with business lines; attend demos and sales calls to help analyze and consider the technology vendor.
  
  
  
  
• Additional responsibilities as determined

POSITION REQUIREMENTS:

• Bachelor's degree in Business Administration, Finance, Computer Science, MIS or a related field is required
• Preferred 1-3 years of previous experience in a professional, corporate setting
• Consulting or Specialist experience preferred
• Strong interpersonal, problem solving and time management skills, with the ability to manage multiple priorities and projects in a fast-paced environment
• Ability to learn and admin a variety of applications and software
• Strong work ethic, self-motivation, willingness to learn, confidence and ability to work with different personalities as a team player
• Training proficiency or experience preferred
• Strong written and verbal communications skills required
• Proficiency in Microsoft Office suite - Word, Outlook, Excel