HSBC Group

Job description

HSBC’s Global Payments & Cash Management (GLCM) is a growing and dynamic business. The Sales Practice Management (SPM) team, which forms a part of GLCM Sales, was established to provide support to the HSBC’s Payments & Cash Management sales franchise globally. Sales Practice Management (SPM) is responsible for the global strategic development of all policies and processes relating to the GLCM Sales and analysis to support the Group's Global Sales Governance Board (GSGB) decision making.

The role is responsible for producing regular management information and globally consistent reports for each region and customer group. The role requires establishing and embedding a robust management information reporting structure which is aligned to/builds on the tools and processes infrastructure, including monitoring usage and adoption of sales performance management processes and reports. The role will be responsible for on-going maintenance of the reporting suite and data, capturing user feedback and incorporating continuous improvement.
The role will champion the usage of ClientVision and global consistency across regions and within the customer groups using the system, including monitoring of system usage, collating user feedback and ensuring system changes are tracked and communicated appropriately to ClientVision BUS Team / Global SPM.

 

Impact on the Business

• Responsible for the training, development work and monitoring correct usage of the GLCM module within ClientVision
• Ensures best practices are shared amongst the regions
• Identifies development needs and escalates to Global SPM
• User acceptance testing for development work undertaken on systems
• Produces customer group performance reports for each region / for your region
• Prepares yearly sales performance reports for each region / for your region Supports central change initiatives, including preparing data & reports for benefits realisation
• Develops and manages MI and reporting standards
• Prepares and issues weekly/monthly pipeline reports for each region
• Runs regular regional win/loss reports from CV, including communicating gaps and data
• Coordinates AOP documentation, ensuring completeness and delivery against deadlines
• Consolidates and distributes regional targets
• Maintains core performance information, including FTEs and targets, for each region
• Ongoing review of report quality and formats
• Liaises with Global SPM to incorporate report changes and development enhancements within ClientVision
• Prepares and runs (attends) monthly MI & Reporting governance calls, including capturing feedback and issuing actions
• Tracks and monitors central SPM KPIs
• Responsible for raising MI & Reporting significant issues, risks and challenges to the Head of the Global SPM

Customers / Stakeholders

• Captures feedback from sales managers and other SPM teams
• Constructive, positive relationship with all senior stakeholders and global network Customer centricity demonstrated thorough research gathering and business decision making
• Responsible for encouraging best practice and knowledge sharing across regions

Leadership & Teamwork

• GLCM contact point for ClientVision developments
• Influencing peers without authority across the matrix by building trusting relationships
• Coordinating a global community to share best practices, create clear line of sight for deployments
• Ensure appropriate buy-in and commitment and deployment of resources to meet project plans
• Ensure all key stakeholders are actively engaged providing a meaningful contribution to the overall Group driving a constructive, collaborative relationship
• Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices.
• Promote an environment that supports diversity and reflects the HSBC brand.

Operational Effectiveness & Control

• Monitors KPIs of sales process and SPM
• Carries out regular reviews and capture feedback on processes and tool
• Required to attend SPM support capability governance calls
• Engages with regions and regional sales leads to capture feedback
• Appropriate expectation management on programme deliverables, plans, risks and issues
• Identifying early project risk and proposing actions to mitigate these risks
• Defining and tracking success measures/metrics
• Coordinating collaborative approach
• Ensure that business/programme objectives and business drivers are met and delivered
• Improved timelines, transparency, consistency and control
• Maintain knowledge, awareness and development of best practice, Group policy, the business strategy and business requirements, and apply this to promote continuous improvement
• To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators.
• Complete other responsibilities, as assigned.

Major Challenges

• Retaining control by proactively maintaining close, honest and open dialogue with key stakeholders and influencers across the business
• To evaluate, manage and prioritise varying and competing complex workload demands
• Be forward thinking to ensure time is used to maximum effect
• The role requires strong time management and effective communication skills

Role Context

• This role is part of the Global Sales Practice Management team. The SPM office is responsible for providing support to the Regional GLCM and Sales Teams, the Business Management Team, and GLCM senior management and Global Businesses.
• The role incorporates management of people, creation and improvement of sales processes/tools and design, development implementation of reporting to all stakeholders.
• The job holder has reasonable authority to take decisions for smoothly carrying out his/her routine day to day work. However, approval of line manager is required for taking decision on any policy/process change that has a greater impact on the business.
• Whilst adhering to GLCM guidelines & policies the job holder enjoys a high degree of autonomy in relation to advocating strategies and making recommendations for the Team’s growth and development
• The job holder interfaces principally with senior counterparts in GLCM and is also expected to represent the business at a senior level with other internal and external clients and suppliers.

Management of Risk

• Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues., The physical demands/work environment described above are representative of those that must be met by an employee to successfully perform the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
• Physical Demands/Work Environment: Very good working conditions. Little or no physical demands. Minimal handling of light materials.The physical demands/work environment described above are representative of those that must be met by an employee to successfully perform the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which you are involved.
• Maintains HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators.
• Must implement the Group Risk Policy, as applicable to your role.
• You must be aware of the Operational Risk scenario associated with your role, and to ensure that all actions during your employment with HSBC take account of the likelihood of operational risk occurring.

Observation of Internal Controls

• Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which you are involved.
• Maintains HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators.
• Must implement the Group Compliance Policy, as applicable to your role.

Requirements

• Excellent communication and team working skills across all levels of management
• Ability to work to tight deadlines and under own initiative
• At ease adapting to different environments, ability to motivate and lead a successful team
• Decision maker and project management experience
• Commercial Awareness, strong customer service ethic
• Problem solving and analytical skills and strong numerical skills
• Ability to work under pressure and with conflicting and rapidly changing priorities
• Proven ability to produce and maintain MI Reports
• Familiar summarising and manipulating large data sets
• Strong attention to detail and ability to challenge information presented
• Experience working with numerous stakeholders across multiple geographies and operating with senior management
• Ability to elicit requirements from the business in an accurate and timely manner
• Expert knowledge on MS Excel and strong MS Word and MS PowerPoint skills
• Minimum of 8 years relevant experience
• Bachelor’s Degree Required

EEO/AA/Minorities/Women/Disability/Veterans