Director, Sales Effectiveness and Reporting

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As the Director, Sales Effectiveness, you’ll responsible for developing and executing strategies that enhance sales performance, productivity, and client engagement across Business Banking. You’ll manage a team that help drive sales effectiveness opportunities for frontline teams, leveraging analytics, automation, and AI-enabled tools to improve portfolio insights, lead generation, and business planning. You’ll provide strategic direction for initiatives that support business growth, such as improving sales reporting, optimizing the use of Leads, enabling the frontline with data-driven insights and developing sales and client service capabilities across all frontline roles. You’ll also oversees efforts to simplify and improve operational efficiency through analytics and AI, working closely with partners across the organization. This role combines sales strategy, data-driven decision-making, and innovation to ensure Business Banking has the tools, insights, and processes to grow efficiently and effectively. You’ll be working under the direction of the Senior Director, Business Effectiveness, National Office, Business Banking.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How you'll succeed

• Sales Reporting and Insights - Oversee the development of reporting tools and dashboards that provide leadership and frontline with clear visibility into portfolios, opportunities, and performance. Partner with analytics teams to translate data into insights that inform sales strategies and business decisions. Ensure reporting and insights are simplified, actionable, and embedded into business routines. Identifying best practice insights leveraging sales performance results to identify key themes to enhance our holistic sales practices approach and potential areas for further development.

• ECRM and Lead Management - Lead initiatives that leverage ECRM data and AI to generate, prioritize, and distribute high-quality leads to frontline teams. Partner with ECRM, Leads and Marketing teams to refine segmentation, targeting, and lead assignment models. Develop processes to track and measure lead conversion and pipeline progress, ensuring alignment with sales goals.

• AI, Analytics, and Process Efficiency  - Champion the integration of AI-driven insights into everyday business management practices, from sales planning to process improvement. Identify opportunities to simplify or streamline key business processes using data analytics and automation. Drive initiatives to optimize frontline productivity and improve client engagement through better data visibility and actionable insights.

• Leadership and People Management - Set appropriate context when assigning work to team members ensure that individuals’ roles support the achievement of the business priorities. Provide direction and mentorship to the Sales Effectiveness & Reporting team, fostering a culture of curiosity, innovation, and continuous improvement. Collaborate with Business Banking leadership, Product, Analytics, Operations, Enterprise AI, Technology, Risk partners, and external vendors to deliver end-to-end solutions that drive business value. Influence senior stakeholders by translating complex analytics into clear business narratives that support decision-making.

Who you are

• You can demonstrate strong understanding of Business Banking, sales processes, and frontline sales models. You bring strong data management, analytical and problem-solving skills, with ability to turn data into insights that drive action.

• It’s an asset if you can demonstrate experience working with data visualization tools (Power BI, Tableau). Have knowledge of ECRM platforms, particularly for lead management and reporting. Understanding of AI and automation tools (Microsoft Copilot, Power Automate, Azure AI Studio, etc.) used to enhance productivity.  Knowledge of data governance and reporting best practices in a financial services context  

• You are a strategic thinker with proven ability to design and deliver sales enablement programs and tools. You have experience in leveraging analytics, automation, and AI to improve business performance.

• Your influence makes a difference. You know that relationships and networks are essential to success. You have proven ability to influence, and drive results through strong communication skills and collaboration across multiple stakeholders (BB leadership, Frontline, Product, Operations, Risk, Tech, Digital, Marketing, Data Analytics, Communications, vendors).

• You’re results-oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You have a collaborative mindset with a proven ability to execute seamlessly. You are highly organized, adaptable, and comfortable managing multiple priorities in a fast-paced, dynamic environment.

• You are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You strategically think and able to develop, articulate and execute business strategies across diverse channels. You have the ability to translate complex information in clear and actionable ways.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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