Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at

https://www.texascapitalbank.com

Responsibilities:

Collaborate with senior leadership to develop and refine sales strategies that align with the bank's overall business objectives.
Analyze market trends, customer needs, and competitor activities to identify growth opportunities and potential areas of improvement.
Provide insights and recommendations to enhance the sales pipeline, customer acquisition, and retention strategies.
Design, implement, and enhance sales processes, workflows, and methodologies to improve efficiency and productivity.
Identify bottlenecks and pain points in the sales cycle and propose solutions to streamline operations and accelerate deal closures.
Continuously monitor and evaluate the effectiveness of sales processes, making data-driven adjustments as necessary.
Utilize advanced analytics tools to gather and analyze sales data, providing actionable insights to sales teams and leadership.
Develop and maintain comprehensive sales performance dashboards, KPIs, and reports that track progress towards targets and goals.
Generate forecasts and trend analyses to support informed decision-making and resource allocation.
Collaborate closely with marketing, finance, and operations teams to ensure seamless coordination and alignment of efforts.
Act as a liaison between sales and other departments, facilitating communication and information sharing to drive holistic business outcomes.
Contribute to the development and execution of integrated campaigns and initiatives that support sales efforts.
Identify and implement sales technology solutions, including CRM systems and sales automation tools, to enhance team efficiency and effectiveness.
Provide training and support to sales teams in effectively utilizing technology platforms to maximize their impact.
Lead and mentor a team of sales operations professionals, fostering a culture of continuous learning, collaboration, and growth.
Offer guidance and coaching to sales teams on best practices, sales processes, and operational improvements.
Ensure that all sales operations activities adhere to regulatory and compliance standards within the banking industry.
Collaborate with legal and compliance teams to implement processes that mitigate risks associated with sales activities.

Qualifications:

Bachelor's degree in Business, Finance, or a related field; MBA is a plus.
12-15 years of progressive experience in sales operations, preferably within the banking sector, encompassing both B2B and B2C segments.
Strong understanding of banking products, services, and market dynamics.
Proven track record of optimizing sales processes, improving operational efficiency, and achieving revenue targets.
Proficiency in data analysis, reporting tools, and CRM systems (e.g. Salesforce).
Excellent communication and interpersonal skills with the ability to collaborate and influence across various levels of the organization.
Leadership experience, including managing teams and developing talent.
Strategic mindset with the ability to think critically and make data-driven decisions.
Strong project management skills with the ability to prioritize and manage multiple initiatives simultaneously.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio).
Knowledge of regulatory compliance within the banking industry is highly desirable.
Certifications in sales operations, project management, or related areas are a plus.

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.