The Chief Client Office's mission is to optimize client value for Natixis CIB by developing the CIB Client Franchise and implementing commercial best practices. The Americas Data and Tooling expert plays a critical role in defining and driving strategic initiatives within the firm鈥檚 client relationship management ecosystem across the Americas, with a focus on data analysis and operational efficiency. This position leads the Americas CRM transformation through data-driven decision-making and the development of analytical tools that enhance both user experience and process efficiency.
Key Responsibilities:
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Data Analytics:聽Lead the development of analytical tools and automated dashboards using Power BI and Power Automate to measure client relationship success, profitability, and banker performance. Identify opportunities for process automation and create automated solutions that optimize workflow.
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Salesforce CRM Management:聽Serve as the primary point of contact for maximizing the value of our Salesforce CRM (NAT1) in the Americas region, ensuring data quality, integrity, and effective usage.
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Product Ownership & Strategic Roadmap:聽Oversee the full lifecycle of Salesforce CRM product management for the Americas, including enhancement intake, prioritization, and stakeholder feedback. Develop and execute a forward-looking CRM roadmap aligned with business strategy.
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Collaboration & Stakeholder Engagement:聽Work closely with technical teams, business analysts, and stakeholders to design scalable CRM solutions. Represent user needs while ensuring operational efficiency and quality delivery.
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Training & Knowledge Management:聽Facilitate training sessions focused on CRM usage and data literacy to improve user engagement and streamline processes across all business lines in the Americas.
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Global Coordination:聽Collaborate with cross-regional teams to ensure data integrity and adherence to global standards while supporting business strategy and client engagement goals.
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Project Management:聽Coordinate transversal global initiatives and staff training programs aimed at improving operational processes and best practices.