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The Wells Fargo Foundation

Business Execution Consultant- Sales operations

Early Applicant
  • 17 days ago
  • Be among the first 50 applicants

Job Description

About this role:
Wells Fargo is seeking a Business Execution Consultant.

In this role, you will:

  • Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
  • Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
  • Determine areas of strength or Business Execution opportunity within defined scope of work
  • Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
  • Utilize independent judgment to guide moderate risk deliverables
  • Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
  • Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
  • Collaborate and consult with leaders and executive management
  • Provide work direction toless experiencedStrategy and Execution staff
  • Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
  • Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
  • Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
  • Work independently to make recommendations for support function by providing support and leadership
  • Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
  • Collaborate and consult with team leaders in developing project plans, policies and procedures
  • Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Required Qualifications:

  • 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Minimum 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a
    combination of the following: work experience, training, military experience, education
  • Lead and support operational risk management activities by monitoring risk controls and testing their effectiveness throughout the year, as well as updating/maintaining the risk controls documentation.
  • Maintain third party sales tool licenses administration for Commercial Banking (adding/deactivating users) and retaining evidence of changes review/analyze tools usage dashboards
  • Collaborate with stakeholders to ensure successful implementation of CRM enhancements - business requirements gathering and UAT testing for CRM releases coordinate third party tool integrations planning with CRM product owners and technology
  • Creation of sales skills and product training guides and learner materials.
  • Develop and maintain relationships with internal stakeholders across a variety of corporate functions such as HR/Learning and Development, Supply Chain and Technology.
  • Provide training support for hosted courses and/or virtual sessions such as webinars.
  • Monitor and report on CRM pipeline performance, impact of training on pipeline, win/loss analysis.
  • Administer and manage third party sales tools access.
  • Develop and implement strategies to improve operational efficiency.
  • Ensure compliance with all applicable laws and regulations.
  • Provide support for OKR (objective key results) monitoring, maintain 6Q roadmaps for key sales tools in development or rolling out major enhancements/features.
  • Monitor and analyze sales performance using existing reporting and ad-hoc analysis across multiple data files.
  • Assist Sales Enablement leaders and broader team with strategic initiatives support for the lines of business - building checklists, implementation plans, attending workstream planning calls and debriefing key takeaways, creating deliverables in support of initiatives and/or progress updates.
  • Bachelor's degree in information systems, Computer or Data Science, Sales Operations, Operational Risk Management
  • At least2+ years of experience in sales operations or dashboard development support, preferably in a Commercial Banking environment.
  • Excellent organizational and problem-solving skills (strong critical thinking and reasoning skills)
  • Strong knowledge of CRM systems and data quality processes or controls management.
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite.
  • Ability to work in a fast-paced environment.

Posting End Date:

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

More Info

Date Posted: 08/11/2024

Job ID: 99590983

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About Company

"Wells Fargo is committed to building an inclusive, sustainable recovery for all through a focus on opening pathways to economic advancement, championing quality, affordable homes, empowering small businesses to thrive, and enabling a just, low-carbon economy.
"

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