Manager, Sales & Marketing Operations

at  EQ Bank Equitable Bank

JOIN A CHALLENGER

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. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 370,000 people 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 5 million members. Together we have over $100 billion in 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 (eqbank.ca) has been named the top Schedule I Bank in Canada on the Forbes World’s Best Banks 2023, 2022, and 2021 lists.

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.

WHAT WE OFFER [FOR FULL-TIME PERMANENT ROLES]

\uD83D\uDCB0 Competitive discretionary bonus
✨ Market leading RRSP match program
\uD83E\uDE7A Medical, dental, vision, life, and disability benefits
\uD83D\uDCDD Employee Share Purchase Plan
\uD83D\uDC76\uD83C\uDFFD Maternity/Parental top-up while you care for your little one
\uD83C\uDFDD Generous vacation policy, personal days and even a moving day
\uD83D\uDDA5 Virtual events to connect with your fellow colleagues
\uD83C\uDF93 Annual professional development allowance and a comprehensive Career Development program
\uD83D\uDC9B 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. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We can’t wait to get to know you