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Gestionnaire des opérations de vente et de marketing/Sales - Toronto, ON, Canada - EQ Bank | Equitable Bank
Description
Being a traditional bank just isn't our thing.We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking.
Our team is made up of inquisitive and agile minds that find smarter ways of doing things.Overall we serve more than 370,000 people acrossCanadathrough Equitable Bank,Canada'sChallenger Bank, and have been around for more than 50 years.
Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions acrossCanadathat serve more than 5 million members.Together we have over$100 billionin combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives.
Our EQ Bank platform ( ) has been named the top Schedule I Bank inCanadaon the Forbes World's Best Banks 2023, 2022, and 2021 lists.
Reporting to the Director, Marketing Growth Businesses, the Manager, Sales and Marketing Operations will refine, develop, and implement processes and technology to ensure our growing reverse mortgage sales team runs smoothly and efficiently.
With sales reps focused on managing consumers through the reverse mortgage sales cycle, the Manager, Sales and Marketing Operations will streamline and smooth interactions through all aspects of the process.
The manager's responsibilities will include leading operations with sales and marketing, integrating feedback and best practices into process improvements, and assessing lead quality to better align marketing and sales focus.
Core focus areas of this role will include managing lead operations cross-functionally with marketing, establishing robust processes to implement and measure the adoption of sales processes and tools and streamlining day-to-day workflows to maximize rep selling time.
Develop a deep understanding of sales reps' processes and identify opportunities to streamline how they workBecome 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
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
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.
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
#What we offer [For full-time permanent roles]
Market leading RRSP match program
Virtual events to connect with your fellow colleagues
A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
The 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.
Equitable Bank is deeply committed to inclusion.
