Sales Excellence Center of Excellence – Relationship Management Process Architect

Role Overview

As a Process Architect, you will shape how Relationship Management capabilities are delivered through processes, technology, data, and user experiences. You will work closely with Account Teams, Offering Leads, Advisors, and technical teams to understand business needs and translate them into effective solutions that drive adoption, efficiency, and business value.

What You Will Do

You will serve as the primary link between business stakeholders and technology teams, translating business requirements into scalable solutions. You will drive the adoption, optimization, and evolution of relationship management tools, including Salesforce and emerging AI-enabled capabilities.

Why It Might Be a Fit

You will excel at bringing together diverse stakeholders, aligning priorities, and turning ideas into action. You will be a confident communicator, an agile learner, and a collaborative partner who embraces feedback, adapts quickly, and continuously seeks better ways of working.

Requirements

• Excellent project management skills
• Ability to work independently
• Propose solutions to problems and implement feedback
• Passion for new technology, tools, and innovation
• Strong experience in Salesforce, Microsoft Office (xls specifically), and other relationship-centric tools
• Experience with writing GenAI prompts and confidence to fail and iterate
• An open mind to learn, collaborate, jump into projects, and train others for wide-scale adoption
• Passion for analytics, insight, and data-driven results and impact
• Proven track record of operational program management in a fast-moving, agile environment
• Experience of working cross-functionally with multiple stakeholders
• Understanding of application development lifecycle
• Undergraduate degree or equivalent experience
• Strong English language fluency (oral and written) for clear communication and conducting training in English

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Paid time off
• Retirement plan
• Learning budget
• Parental leave
• Wellness programs
• Visa sponsorship
• Relocation assistance