Who we are BNY Mellon has been a pioneer in the global capital markets for more than 235 years. As we continue our journey, we’re bringing the full power of our franchise to bear, redefining what it means to be the trusted institution in financial services, and remaining relentlessly aligned to our purpose: we power individuals and institutions to succeed across the financial world. BNY Mellon is a platform provider through which our clients build their businesses, and for more than two centuries we have acted as their trusted steward. Our unique and differentiated model allows us to play a critical role as the central orchestrator in the global financial ecosystem. In Securities Services, we power and connect our clients to a robust investment ecosystem that supports their business at every stage. A fifth of all global assets flow through our platform, and while we are most known for our $41.7 trillion in assets under custody and/or administration, we also have more than $40 trillion of assets on our Data & Analytics platform. In Wealth and Market Infrastructure, we are the backbone of our clients’ capital markets and payments capabilities, playing a core role in collateral management, markets, and treasury services and our Pershing business is the leading wealth technology provider. With $3.6 trillion in average tri-party collateral management balances, $2 trillion of global payments moved daily, and more than $2 trillion in Pershing global client assets, we deliver the critical platforms and services for institutional and corporate ecosystems to operate and thrive. In Investment and Wealth Management, we are a leading provider delivering expertise from our eight world-class investment firms and providing differentiated capabilities in wealth advice across investments, banking, custody, and wealth and estate planning. With $2.2 trillion in assets under management, we are the 7th largest asset manager globally and 7th largest private bank and trust company. We bring together these broad solutions and deep expertise to bolster our clients’ success. We are reimagining financial ecosystems and placing data and open platforms at the heart of the transformation. Join us as we define the next evolution of financial services and deliver on our mission to power individuals and institutions to succeed across the financial world. What this role is We are undertaking a once-in-a-generation transformation of the technology that supports and enables our sales operating model across the enterprise. This effort is truly holistic, engaging firmwide partners across sales, sales support, service, technology, operations, market intelligence, finance, and marketing and communications. The Sales Technology Transformation – Sales Lead will drive this transformation for the global sales organization, bringing together our sales technology vision, coordinating engagement and plans across stakeholder groups, and acting as the primary contact for internal and external partners. Key Role Responsibilities: Bring together and deliver our future state vision for sales technology that enables and empowers our sales operating model Define and establish broad support for a sales technology vision that aligns to our sales operating model, enables sales effectiveness, and bolsters the user experience throughout the client lifecycle Identify opportunities to integrate technology best practices into our sales systems, including from social media, predictive analytics, natural language processing/writing, and consumer platforms Maintain balance between our future-state vision and near-term feasibility; ensure our early phase development is i) immediately impactful to our sales and client organization; and ii) creates a foundation for high-impact future enhancement Deliver the transformation and migration of our sales CRM system Partner with technology and the eCRM program to manage and execute the CRM transformation following agile principles; establish the program governance model, progress key workstreams, and support/participate in design and review sessions Document key learnings and conclusions from design sessions and workshops, escalating those to senior leaders where appropriate, and ensuring plans and wireframes accurately reflect our sales operating model and agreed upon requirements Manage the balance between enterprise scalability/consistency and line-of-business specific requirements; where appropriate, build alignment towards common goals and shared solutions Partner with the eCRM program to develop and lead change management activities for sales, including training, user set up, and end user report construction Act as the primary point of contact to internal and external partners, ensuring a transformation and migration that is broadly inclusive and transparent Provide broad transparency into priorities, progress, and next steps to our broad set of internal partners and stakeholders; establish a regular cadence and approach to communication Act as the primary representative of the sales organization in dealings with third-party providers, working in partnership and close coordination with the eCRM program team Coordinate with senior leaders to escalate and resolve conflicts with expediency Successful Candidate Will Demonstrate/Possess: A passion for the business, ‘drive to win’ and outperformance mindset Commercial focus on growing the bottom-line while mitigating/managing risk Intellectual curiosity; desire to constantly learn and continuously improve Excellent ability to establish, develop, and maintain trust-based relationships with key stakeholders Ability to inspire others to action and able to draw on broader teams to deliver a superior outcome Ability to analyze problems or situations and apply a structured, analytic approach to developing solutions that progress our and our clients’ agendas Demonstrate excellent judgement and a fact-based approach to evaluation and decision making Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences Strong leadership; calm presence and instills confidence in key stakeholders, internally and externally Consummate professional; able to navigate a dynamic, matrixed, and regulated global organization Qualifications Minimum of ten (10) years in sales technology (CRM) roles including prior enterprise management and technology transformation experience Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New York-New York Internal Jobcode: 70020 Job: Sales/Marketing Organization: Global Client Mgmt-HR07104 Requisition Number: 2117887