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KeyBank

Provides banking, loans, and financial services

Director – Commercial Sales Performance Management

Sales OperationsUpdated on Nov 5
Full-time

About the Job

Requirements

  • A bachelor's degree or higher, or equivalent experience.
  • At least 10 years in commercial banking, performance management, analytics, finance, strategy, or a related discipline for the Director level; at least 7 years for the Sr Manager level.
  • Experience leading segment-level planning, forecasting, performance reporting, and executive business reviews in a complex financial services organization.
  • Experience leading a team and influencing executives and cross-functional partners in a matrixed environment.
  • Deep understanding of commercial banking economics and trends, including revenue, balance sheet, risk-adjusted returns, productivity, and client profitability.
  • Experience implementing automation and artificial intelligence to streamline workflows and strengthen insights and controls.
  • Strong strategic judgment and intellectual curiosity, with a record of constructive challenge.
  • Ability to interpret and frame complex information and results, identify performance drivers, and convert insights into actionable recommendations for senior leadership.
  • Strong analytical, strategic thinking, problem-solving, decision-making, and project management skills.
  • Ability to build trusting relationships with Commercial Bank Leadership Teams, peer executives, team members, and stakeholders.
  • Ability to lead through challenges with endurance, diplomacy, and a positive attitude, execute with urgency, and drive open items to closure.

Responsibilities

  • Define and drive the Commercial Bank Sales Performance Management framework and processes, aligning business growth priorities, financial objectives, sales goals, productivity expectations, and inspection routines.
  • Partner with Sales and Product Leaders, Finance, and Human Resources to set annual sales goals, performance scorecards, accountabilities, and incentives across segments, markets, products, and sales roles.
  • Maintain and elevate a consistent hierarchy of sales outcomes, targets, and key performance indicators.
  • Maintain and elevate infrastructure and processes for consistent monitoring and reporting, isolating underlying drivers and gaps, and facilitating timely actions to improve execution and forecast accuracy.
  • Continuously evolve the management approach to improve focus, transparency, consistency, accountability, and results.
  • Maintain and refine sales data definitions, production booking guidelines, governance, and controls to support accurate, consistent, and timely performance reporting and forecasting.
  • Drive and improve reporting automation, management information, and actionable insights while ensuring alignment with risk, control, audit, and regulatory expectations.
  • Lead the development and delivery of sales performance scorecards and pipeline and production review materials.
  • Frame sales performance holistically by assessing top-of-funnel activity through pipeline build and conversion, production, and back- and front-book results, including client acquisition and relationship penetration and expansion.
  • Synthesize data into concise, actionable insights, performance drivers, opportunities, and recommended actions.
  • Analyze sales coverage and productivity, govern Salesforce customer relationship management hygiene, and assess the effectiveness of goals and incentives; work with sales and product leaders to identify and implement improvements and track progress.
  • Lead and partner across Sales, Product, Finance, Human Resources, Strategy, and Commercial Analytics to address sales performance gaps and accelerate growth priorities.
  • Serve as a trusted advisor to leadership by constructively challenging performance and assumptions, escalating risks and opportunities, and driving open items and actions to closure.
  • Lead and develop a high-performing team of business analysts with expertise in sales performance management, business analytics, executive reporting, and communication.
  • Establish clear roles, decision rights, service standards, and accountability.
  • Foster a culture of integrity, analytical rigor, constructive challenge, collaboration, and execution excellence.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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