Manager, Sales & Marketing Operations

The core parts of your role would be to :

• Develop a deep understanding of sales reps’ processes and identify opportunities to streamline how they work
• Become a strong champion for sales reps and work best practices into core processes to maximize their success
• Provide operational training and support for sales-facing roles by providing documentation, video recordings, and ad-hoc sessions to ensure new processes and procedures are rolled out successfully and changes are adhered to
• Identify, prioritize, pilot, and deploy full-funnel improvements to the customer experience collaborating closely with internal and external stakeholders i.

e., CRM enhancements, call systems & tracking, appointment booking

• Develop pilots and other test and learn approaches to rapidly test and measure the effectiveness of proposed solutions and evolve it as necessary
• Take the lead on monthly initiatives related to sales operations, effectively engaging with marketing operations and sales partners to provide feedback
• Manage the ongoing (Microsoft Dynamics) etc.
• Monitoring the work maintenance and identify improvements for all sales related platforms including call platforms, appointment booking, CRM of a team of customer service agents who handle initial client calls, helping their direct manager implement processes to ensure effective top-of-funnel lead handling and conversion
• QA calls through the sales funnel, identifying themes, challenges and opportunities
• Explore future tech to enhance experience & conversion i.e. chatbots
• Manage ongoing lead reporting, distribution and experience, researching and analyzing data to create sales forecasts
• Build strong and collaborative working relationships with business partners and project teams
• Serve as the business partner to Technology to manage Sales and Marketing technology and tools (e.g., telephone, chat, CRM, authentication systems, among others)
• Become a strong champion for sales reps and work best practices into core processes to maximize their success.

Let’s Talk About You

• Has a bachelor’s degree in business, economics, or related field
• Minimum of 7 years experience working in a sales and operations role; financial institution experiences an asset
• Proficient in creating reports, optimizing processes, training new hires, and managing dashboards to drive sales effectiveness
• Experience scaling a tech stack that has propelled a company's pipeline; implementation and optimization of a CCaaS platform an asset
• Experience using and working with Microsoft Dynamics; other CRM platform experience an asset
• Experience using Microsoft Power Platform to automate tasks, run analytics
• Solid experience and proven record in working closely with senior management across lines of business, along with conceptual and critical thinking

LI-Hybrid #INDRM What we offer For full-time permanent roles Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan Maternity / Parental top-up while you care for your little one Generous vacation policy, personal days and even a moving day Virtual events to connect with your fellow colleagues Annual professional development allowance and a comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experienceThe incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 351 King Street East, Toronto, ON.