Equitable Bank
FinTech
AssociateDirector,SalesOperations&Strategy
Neural analysis suggests this role is
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“Associate Director, Sales Operations & Strategy at Equitable Bank. Skills: Sales Operations, Sales Strategy, Sales Force Effectiveness. Develop sales force effectiveness strategy. Implement sales force effectiveness strategy”
What You'll Achieve.
Exceed sales goals; Align plans to corporate goals
Industry & Context.
Analytical skills; Problem solving skills; Organizational skills
Criminal background check, Credit check
What They're Looking For.
Must Have
5+ years sales operations experience, Management and leadership skills, Strategic planning skills, Business judgment, Exceptional execution, Proactive learner, Self-starter mentality, Interpersonal skills
Nice to Have
Experience with PowerBI / PowerQuery
What You'll Do.
Develop sales force effectiveness strategy
Implement sales force effectiveness strategy
Lead projects to grow sales practice
Lead projects to optimize sales practice
Improve operational efficiency
Improve overall productivity
Serve as strategic partner to sales leadership
Lead Sales Operations and administration team
Drive sales force productivity
Offer insights into business performance
Provide recommendations for improvement
Build high performing team
Develop sales operational strategy
Develop sales operational roadmaps
Provide leadership to sales organization
Counsel key stakeholders
Implement sales organization objectives
Drive planning processes
Drive quota setting processes
Build plans aligning to corporate goals
Design sales processes
Implement sales processes
Manage sales processes
Oversee creation of sales metrics
Oversee accuracy of sales metrics
Oversee distribution of sales metrics
Assist in delivery of new products
Assist in delivery of new features
Maintain industry awareness
Maintain competitive awareness
Identify emerging issues
Identify emerging trends
Break down strategic problems
Analyze data and information
Provide insights and recommendations
Enhance business operations processes
Build relationships across field leadership
Build relationships with cross-functional departments
Influence decision making
Drive process optimization
Drive overall salesforce effectiveness
Ensure tools and technology are optimized
Design sales force operational strategy
Articulate sales force operational strategy
Provide day-to-day support to sales teams
Monitor CRM performance
Monitor key databases performance
Ensure key databases uptime
Manage monthly business analytical package
Manage related presentations
Drive projects end to end
Manage projects end to end
Maintain awareness of industry developments
Maintain awareness of competitor offerings
Ensure compliance with regulatory requirements
Ensure compliance with legal requirements
Lead sales operational team
Ensure capabilities are in-scope
Ensure capabilities are on-time
Ensure capabilities are of high quality
How You'll Work.
Team & Collaboration
Senior leadership in Sales; Sales leadership team; Cross-functional teams; Field leadership; Other cross-functional departments; Internal partners
Process & Methodology
Roadmap planning, Change management
Full Job Description
## Description Join a Challenger Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity. Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. Purpose of Job Reporting to the VP, Sales & Distribution, Personal Segment and working alongside senior sales management, the Associate Director, Sales Operations & Strategy is responsible for the development and implementation of sales force effectiveness strategy for both SFR Mortgage and Reverse Mortgage sales team., and Wealth Solutions (Advisor Deposits, Reverse Mortgage). The incumbent will be responsible for leading projects to grow and optimize our sales practice and improve our operational efficiency and overall productivity. As the Associate Director of Sales Operations & Strategy, you are a proactive and hands-on leader who serves as a strategic partner to the sales leadership team. This role leads the Sales Operations and administration team including Deposit Services, sales processes, and tools to drive sales force productivity. ## Main activities Work in partnership with senior leadership in Sales to offer i
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