Vendor Servicing Optimization Lead jobs in United States
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KeyBank · 14 hours ago

Vendor Servicing Optimization Lead

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$80K/yr - $150K/yr
date5+ years exp

KeyBank is seeking a Vendor Servicing Optimization Lead to drive continuous improvement and performance optimization across the Vendor Servicing program management Organization. This role focuses on maximizing value through data-driven insights, process enhancements, and technology integration while supporting client conversions, training efforts, and stakeholder collaboration.

Banking
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Platform Optimization: Analyze CRM workflows, user journeys, and system performance to identify opportunities for efficiency and scalability
Data-Driven Insights: Leverage analytics, and behavioral data to inform optimization strategies and improve client engagement
Cross-Functional Collaboration: Partner with Product, Technology, Marketing, and Client Success teams to implement enhancements and ensure alignment with business objectives
Innovation & Automation: Introduce AI/ML-driven personalization, predictive analytics, and automation to streamline processes and improve customer experience
Governance & Compliance: Ensure optimization initiatives adhere to data privacy, security, and regulatory standards
Performance Reporting: Maintain dashboards to measure impact of optimization efforts and communicate results to leadership
Training & Adoption: Lead training efforts for stakeholders during rollout of new features and initiatives to ensure smooth adoption
Change Management: Maintain a detailed change log for platform adjustments by line of business
Process Development: Develop and maintain line-of-business setup processes for each stakeholder team using the platform
Data Maintenance: Maintain a data maintenance schedule to ensure accuracy, integrity, and compliance across the CRM ecosystem
Procedure Updates: Update procedures with internal and external partners to enhance the client experience and ensure alignment with evolving business needs

Qualification

CRM platformsData visualization toolsOptimization frameworksAI/ML applicationsAgile methodologiesAnalytical skillsStakeholder managementCommunication skillsOrganizational skillsTime management

Required

Minimum 5 years in financial services; with minimum 3 years of proven experience in CRM platforms (Salesforce, OvationCXM, Zendesk, or similar)
Minimum 3 years account servicing and client escalation management experience, within acquiring and issuing highly preferred
Strong analytical skills driving data driven insights with proficiency in storytelling leveraging data visualization tools (Tableau)
Expertise in optimization frameworks (RICE) and Agile methodologies
Familiarity with AI/ML applications for personalization and workflow automation
Excellent communication and stakeholder management skills
An ability to change, influence others, and foster teamwork
Strong internal and external communication skills
Organizational skills, including ability to prioritize work
Must be able to handle fast paced, ever changing work environment
Excellent time management skills

Company

KeyBank

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At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
dateFounded in 1849
location
Cleveland , Ohio, US
people-size10001+ employees
web-link
https://www.key.com

Funding

Current Stage
Late Stage

Leadership Team

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Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
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Holly Santoro
Executive Administrator to the Chairman & CEO
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Recent News

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MYR Group Inc. to Attend KeyBanc Capital Markets Investor Conference in September
2023-08-28
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