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Digital Onboarding Platform Manager at Bank of America

Posted in Marketing 30+ days ago.

Type: Full time
Location: Charlotte, North Carolina

Job Description:

Job Description:

This role will play a critical role in developing and implementing business strategy by managing platform development initiatives from idea creation through deployment including identifying customer need, designing and validating concepts, developing business cases, managing vendor negotiations and relationships, partnering with technology to analyze and write Business and Functional Requirements documentation, managing to a budget SME in coordinating and developing communications with Marketing and Training, coordinating business and Beta testers, and implementing deliverables. Maintains a thorough knowledge of systems and operations processes for platform supported. Day-to-day responsibilities include maintaining subject matter expertise for platform functionality and resolving chronic service delivery or platform issues identified by client service/support organizations. Serve as primary liaison with Program Owners, Business Channel leaders, SMEs, Technology, Operations, Client Services, Legal, Compliance Risk, and external suppliers/vendors.

Responsibilities include but not limited to:
  • Deliver a compelling experience for prospective clients to explore and sign up for products & services through our marketing and onboarding platforms
  • Deliver an exceptional welcome experience for new clients
  • Enable employees, partners and large customers to seamlessly onboard clients
  • Collaborate with channel leaders, sales and marketing to design and implement Product Catalogs
  • Responsible for new account acquisition client selection and offer strategies for segments within Merchant Services
  • Accountable for setting strategic direction and optimizing the balance between risk/reward for client selection and offer strategies across all channels
  • Monitor changes in competitive landscape; develop targeting and offer test plans to measure consumer sensitivity, financial performance, and growth opportunity
  • Create and maintain a high level of partnership with leaders in Finance, Risk, Modeling, Analytics, Testing, Marketing, Legal, Compliance and Channel to deliver on stated business objectives

Required Skills:
  • 10+ years' in financial services
  • 5+ years' in card portfolio management strategy experience
  • Customer centric with ability to balance customer needs and business financials
  • Strong quantitative and qualitative analytical skills - including P&L management and business case development
  • Proven record of innovation and implementation through strong teamwork
  • Communicates and influences with impact; Demonstrates high level of verbal and written communication skills
  • High aptitude of assessing financial performance and interpreting analytics; intellectually curious
  • Demonstrated knowledge of MS office (Excel, Access, Word and PowerPoint)

Desired Skills:
  • BA/BS or equivalent

1st shift (United States of America)

Hours Per Week: