Senior Incentive Strategy & Analytics Manager

Citizens • Westwood, MA • 3h ago

Description

The Senior Manager is responsible for supporting the development and execution of the Business Unit strategic plan, with a strong emphasis on sales incentive design, administration, and performance reporting across Retail Branch and Business Banking. This role translates executive vision into measurable objectives, leads annual incentive plan design, and ensures effective execution through robust analytics and governance.

Primary responsibilities include

Strategic Planning & Execution

Translate executive strategy into clear, measurable objectives and actionable initiatives

Establish and manage frameworks to track performance against strategic objectives

Communicate progress, risks, and outcomes to executive leadership with clarity and precision.

Communicate status of execution versus strategic objectives to executive management ensuring alignment.

Incentive Design & Administration (Core Focus)

Lead annual incentive plan design for Retail Branch and Business Banking, ensuring alignment with business strategy and financial objectives

Oversee ongoing administration of sales incentive plans, including governance, controls, and change management

Partner with business leaders to refine plan constructs (metrics, weightings, thresholds, and payouts) to drive desired behaviors and outcomes

Ensure plans are competitive, compliant, scalable, and aligned to market practices

Sales Performance Reporting & Analytics

Deliver comprehensive sales performance reporting and analytics to support business decision-making

Provide routine and ad hoc reporting packages to sales and production teams, highlighting performance trends, risks, and opportunities

Analyze performance versus plan and identify actionable insights to improve results

Support business reviews with data-driven storytelling tailored for senior leadership

Strategic Analytics & Decision Support

Provide analytical support for strategic initiatives, including measurement of performance vs. plan and recommended corrective actions

Develop business cases with financial modeling and data-driven justification

Governance & Controls

Establish and maintain strong governance processes around incentive plans, including documentation, approvals, and audit readiness

Ensure data integrity, reporting accuracy, and compliance with internal policies and regulatory expectations

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications

Bachelor's degree in Finance, Economics, Business, or related field

Minimum 10+ years of experience in incentive design, incentive compensation administration, and sales performance analytics

Demonstrated experience supporting dynamic sales environments

Strong analytical capabilities with experience in performance measurement, financial modeling, and reporting

Proven ability to influence senior stakeholders and translate complex data into executive-ready insights

Preferred Qualifications
Master's degree (MBA or related field)

Experience leading end-to-end incentive plan strategy, design, and governance at scale

Familiarity with compensation platforms and reporting tools

Experience working in highly regulated financial services environments

Leadership Profile

Strategic thinker with the ability to connect incentive design to business outcomes

Strong communicator who can distill complex concepts into clear, executive-level messaging

Operates with a high degree of ownership, accountability, and attention to detail

Collaborative partner across Sales, Finance, HR, and Product teams

Hours & Work Schedule

Hours per Week:

Work Schedule:

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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