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Director, Sales Tools

Columbia Threadneedle

Columbia Threadneedle

Sales & Business Development
Boston, MA, USA
Posted on Thursday, May 30, 2024
Reporting to the Head of Business Intelligence, the Director of Sales Tools will create and drive adoption of sales tools to maximize efficiency and effectiveness to drive towards key KPIs. In this role, you will partner with existing SMEs, assist in developing, implementing and executing the overall sales-facing tools, roadmaps and data intelligence workflows – engaging wholesalers and sales leaders, while also aligning to industry best practices\capabilities.

In this role, you will partner with Sales, Marketing, Data Science and Technology teams to:

  • Understand the needs of Institutional & Intermediary Sales and develop use cases via feedback gathering, including shadowing and quantitative measurement (e.g., efficiency, usage time, KPIs etc.)

  • Drive Sales adoption of tools and analysis, through implementation, communication plans, data visualizations and dashboards, and ongoing adoption maintenance

  • Contribute to Business Intelligence roadmap, observing and sharing industry best practices, and aligning with cross-functional team sales enablement efforts

  • Oversee project\initiative life-cycle; ensuring operational excellence from problem identification through execution

  • Provide near-term operational support and/or coordinate triaging tech issues across various cross-functional team

Required Qualifications:

  • 7 years of experience in sales enablement, strategy, consulting, or similar roles supporting Sales and/or Marketing teams

  • Experience with Salesforce and Marketing Cloud or comparable tool (Salesforce admin certification preferred)

  • Experience with data visualization tools such as Tableau or comparable tools, and Microsoft Excel

  • Experience with SQL writing of advance SQL queries to extract data (e.g., scripts, functions, joins, etc.), and strong ability to develop insights and trends

Preferred Qualifications:

  • Salesforce Administrator Certification strongly preferred

  • Experience in Asset Management /Financial Services

  • Data Analysis: Experience with Python data analysis

  • Communication: Ability to engage a diverse stakeholder group and tailor messaging as needed; address stakeholder needs, while maintaining focus on a cohesive goal

  • Experience working with engineering teams, prioritizing user needs and effectively translating to requirements (exposure to JIRA, Agile concepts etc.)

  • Ability to break down complex problems into logical objectives

  • Work collaboratively across functions, empathetic with stakeholders (sales & marketing team) and engage partners (technology, data science sales performance and training etc) to drive cohesive vision and execution

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.


Full time



Job Family Group

Business Support & Operations

Line of Business

AMINV US Asset Management