Director, Sales Planning & Operations, (CMS)
Core
Leads global CRM adoption, pipeline governance, forecasting, and commercial analytics for Visa's Commercial & Money Movement Solutions.
Role type
Director, Sales Planning & Operations
Builds
Global pipeline management processes, CRM transformation initiatives, and data-driven reporting dashboards for executive leadership.
Domain
Payments, Financial Services, Fintech
Deliverable
production ML models | dashboards & analysis | infrastructure
Required skills
Global team leadership, CRM platform strategy (Microsoft Dynamics), pipeline governance, forecasting accuracy, Power BI & AI-driven analytics, change management, territory mapping, stakeholder engagement
Preferred skills
Revenue Operations, complex B2B commercial environment experience, global standards establishment, account-to-territory mapping, MBR/QBR support
Technologies
Microsoft Dynamics, Power BI, AI/automation tools
Responsibilities
Lead CRM adoption and pipeline team; Own business roadmap for Microsoft Dynamics; Govern global pipeline management processes; Modernize sales reporting with AI/automation; Drive forecasting and business reporting; Partner with regional teams on operational consistency
Seniority
Director, global strategy & hands-on leadership
