Senior Client Data Officer | CSG

The Chief Client Offices 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 firms 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.

Remote Work :

No

Employment Type :

Full-time