Associate Director, Sales Operations & Strategy
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Job Summary
Join a Challenger
At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.
Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.
Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.
If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.
We cant wait to get to know you!
Purpose of Job
Reporting to theVP Sales & DistributionPersonal Segmentand working alongside seniorsalesmanagement theAssociateDirector Sales Operations & Strategyis responsible forthe development and implementation ofsales force effectiveness strategy for both SFR Mortgageand Reverse Mortgage sales team. and Wealth Solutions (AdvisorDeposits Reverse Mortgage).The incumbent willbe responsible forleading projects togrowandoptimizeour sales practiceand improve our operational efficiencyandoverallproductivity.
As theAssociateDirector 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 theSalesOperationsand administrationteamincluding Deposit Servicessalesprocesses and tools to drive sales force productivity.
Main activities:
Work in partnership with senior leadership in Sales to offer insights into the performance of the business and recommendations for improvement(KPIsProductivity Commission Administration Communication CRM etc.)
Build & lead a high performing team responsible for sales operations reporting sales productivity and strategic analysis to enable our Sales teams to exceedtheir goals
Assistingin development ofsalesoperational strategy and roadmaps for SFR Mortgage andReverse MortgageWealth Solutions (Deposits Reverse Mortgage)including financial/experience justificationandoverall design
Provides leadership to the sales organization and counsel to key stakeholders in implementing sales organizationobjectivesthat appropriately reflect our business goals
Drive planning and quota setting processes and related activities working with cross-functional teams to build plans that align to corporate goals and strategy
Design implement and manage sales processesleveragingbest practices inestablishinga high levelof quality accuracy and process consistency across reporting forecasting quota setting and management sales process optimization
Oversee the creation accuracy and efficient distribution of sales metricsreportsand other sales related business intelligence essential to the organization
Assistin the delivery of new products and features inthesalesforces
Maintaining industry and competitive awareness includingidentifyingemerging issues and trends to inform decision-making
Breaks down strategic problems and analyzes data and information to provide insights and recommendations
Actively contribute to the enhancement of business operations processes covering applications data reporting fieldengagementandproject/change management
Build strong relationships across field leadership and other cross-functional departments to influence decision making drive process optimization and overall salesforce effectiveness
Work with internal partners to ensure tools and technology areoptimizedto meet the needs of a growingsales organization
Accountability:
As aleader of ateamthe incumbentisresponsible forthe design articulation and implementation of sales force operationalstrategy and roadmaps
Day-to-day support ofsales teams including monitoring and ensuring uptime and performanceof CRM and key databases (incl. commission administration)
Accountable for monthly business analytical package and related presentations(Mortgage CSV Deposits)
Drive and manage projects end to end
Maintaining awareness of industry developments and competitor offerings(CSV Deposits Mortgage REM)
Ensure compliance with regulatory legal requirements
Leadthesales operationalteam to ensure that capabilities are in-scope on-time and of high quality
Translate directives and customer needs into backlog items. Serve as the primary source of external information for theprojectteams offering clear definitions of the targeted capability theintended value to the customerand functional/non-functional requirements
Assistin the development ofsalesoperationalroadmaps. Author refine and approve backlog itemsand future improvements/iterationswith clearly articulated acceptance criteria
Manage engagement with bank stakeholders and effectively communicate product release contents and expected product capabilities/customer journey
Facilitate problem solving on aday-today basis asrequired working closely with development on implementation challenges
Coach team members and help with their development/desired outcomes as required
Your Experience:
Education: Post-Secondary Degree in Commerce Management Economics Finance or other graduate degree a plus
10 years of relevant experience in sales strategy sales operationsfinanceor management consulting including people management
Familiarity andexpertisewithmortgagedepositsinsuranceand/or unsecured lending is a plus
Strong executive presence and an ability to lead through influence and credibility across an organization with exceptional presentation written and oral communication skills
Solid leadership skills including driving impact across teams
Strong business acumen and financial literacy skills with ability to activelyidentifyareas of opportunity for the business to drive scale improve margins and/or streamline existing processes
Excellent analytical skills problem solving and organizational skills with strong attention to detail
Proventrack recordof management and leadership skillsrequiredto drive operational efficiency withhigh levelsof personal accountability/reliability
Strong strategic planning skills and sharp business judgment with exceptional execution
Proactive learner with self-starter mentality and strong interpersonal skills
Advanced knowledge of ExcelPowerBI/PowerQuery& CRM Tools
Equity Diversity & Inclusion
EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.
We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
To learn more visit and .
Required Experience:
Director
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
