Job description
Company Description
Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide.
As part of Groupe BPCE’s international division, Natixis in Portugal designs and delivers solutions for its two core areas – Corporate & Investment Banking and Asset & Wealth Management – as well as transversal services that support all entities across the Group.
With more than 3,000 employees representing 46 nationalities, the teams work across Information Technology, Banking Support Activities, and Compliance, in an integrated, inclusive, and cross-functional way, supporting all business lines and platforms of the Group.
A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company’s mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem.
Job Description
The Chief Client Office’s mission is to optimize client value for Natixis CIB by developing the CIB Client Franchise and implementing commercial best practices. The Americas Data and Tooling expert plays a critical role in defining and driving strategic initiatives within the firm’s client relationship management ecosystem across the Americas, with a focus on data analysis and operational efficiency. This position leads the Americas CRM transformation through data-driven decision-making and the development of analytical tools that enhance both user experience and process efficiency.
Key Responsibilities:
- Data Analytics: Lead the development of analytical tools and automated dashboards using Power BI and Power Automate to measure client relationship success, profitability, and banker performance. Identify opportunities for process automation and create automated solutions that optimize workflow.
- Salesforce CRM Management: Serve as the primary point of contact for maximizing the value of our Salesforce CRM (NAT1) in the Americas region, ensuring data quality, integrity, and effective usage.
- Product Ownership & Strategic Roadmap: Oversee the full lifecycle of Salesforce CRM product management for the Americas, including enhancement intake, prioritization, and stakeholder feedback. Develop and execute a forward-looking CRM roadmap aligned with business strategy.
- Collaboration & Stakeholder Engagement: Work closely with technical teams, business analysts, and stakeholders to design scalable CRM solutions. Represent user needs while ensuring operational efficiency and quality delivery.
- Training & Knowledge Management: Facilitate training sessions focused on CRM usage and data literacy to improve user engagement and streamline processes across all business lines in the Americas.
- Global Coordination: Collaborate with cross-regional teams to ensure data integrity and adherence to global standards while supporting business strategy and client engagement goals.
- Project Management: Coordinate transversal global initiatives and staff training programs aimed at improving operational processes and best practices.
Qualifications
- 5+ years of experience in data analytics, product ownership, CRM strategy, or project management within financial services or corporate banking.
- Strong proficiency in analytics and data visualization tools, particularly Power BI and Power Automate.
- Knowledge of automation languages, such as VBA or SQL, would be a strong plus.
- Strong understanding of the Salesforce ecosystem and relationship management processes.
- Client-focused, with the ability to quickly build relationships and establish trust.
- Proven success in leading initiatives with measurable outcomes in data quality and operational efficiency.
- Detail-oriented with the ability to synthesize complex data into actionable insights.
- Excellent stakeholder management and cross-cultural collaboration skills.
- Ability to work in a global, fast-paced, highly matrixed business environment, balancing strategic initiatives with operational execution.
- Strong interpersonal, oral, and written communication skills to engage with various internal and external stakeholders, including senior management.
- Requirement to work during NYC hours (until at least 3 PM NY time)
Additional Information
Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are committed to being inclusive, caring, and fair, ensuring every voice is heard and valued.
