Sales Enablement Manager

Fidelity Canada; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A prominent financial services firm in Toronto seeks a Sales Enablement Manager to lead internal technology initiatives and drive Advisor Sales projects. The ideal candidate will have at least 5 years of experience in sales operations, superior client service skills, and CRM expertise. This position offers a flexible hybrid work arrangement and opportunities for career growth within a diverse environment.

Benefits

Flexibility in working arrangements

Comprehensive health benefits

Parental leave top-up

Home office equipment reimbursement

Generous paid time off

Diversity and inclusion programs

Professional development opportunities

Qualifications

• Minimum 5 years of experience in sales operations and/or financial services.
• CRM experience required.
• Bilingualism in French/English is an asset.

Responsibilities

• Manage governance and execution of business initiatives.
• Lead requirements and change management.
• Act as the business owner of Salesforce.com for Advisor Sales.

Skills

Client service orientation

Relationship building

Self-starter

Interpersonal skills

Detail-oriented

Education

University degree or equivalent work experience

Tools

Salesforce.com

MS Office Suite

Job description

Overview

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services. As a privately owned company, we boldly embrace innovation as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day, with opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best.

How You’ll Make an Impact

As the Sales Enablement Manager, you will act as a business leader and subject matter expert for internal technology (e.g. Salesforce.com) for the sales teams and lead/support Advisor Sales initiatives. You will enhance business-driven initiatives and projects by establishing and managing departmental governance and data management processes, while identifying opportunities to continuously advance the mandate of the Advisor Distribution team.

• Manage and identify ongoing improvements for governance, management and execution of business initiatives.
• Facilitate the development and ongoing management of the territory planning process, including updates to Salesforce.com to account for changes in the model, measures, or activity tracking related to new or updated business initiatives.
• Represent the needs of the Sales Teams for projects related to the Advisor Sales business plan.

• Leading requirements, L&D Liaison, change management (needs and gap analysis, communication plans) and all elements of implementation as it relates to Sales.
• Provide timely and relevant updates to stakeholders, sponsor(s) and appropriate committees (i.e. Sales Management and other groups).
• Represent sales in a similar capacity as it relates to projects initiated by partners impacting sales (specific project responsibilities vary based on scope of the project).

• As the business owner of Salesforce.com for Advisor Sales, work with established project teams to identify, plan and implement new technology business solutions with specific focus on Salesforce.com and other sales tools.
• Manage the ongoing maintenance needs for the sales technology using the IS processes.

• Act as a resource to sales and other internal partners to ensure effective communication, manage expectations and assist in gathering information to make business decisions.
• Maintain open and regular communication with BDA and BDM Councils to proactively share best practices, encourage adoption of tools and processes, and provide a forum for feedback to both our team and partners.

• Act as a Subject Matter Expert both within our team by providing mentorship to the Sales Enablement Specialist, as well as within our area by participating in L&D led Salesforce onboarding training.

What We Are Looking For

• University degree or equivalent work experience.
• Minimum 5 years of related experience in sales operations and/or financial services.
• CRM experience required.
• Strong knowledge in MS Office Suite, including Excel.
• Project Management experience is an asset, including knowledge of methodologies, practices, tools and techniques.
• Bilingualism in French/English, written and verbal, is an asset.

The Expertise You Will Bring

• Strong client service orientation with the ability to build relationships and navigate across the organization, working collaboratively within the team and across multiple business units.
• Self-starter who can proactively identify opportunities to leverage technology and process improvements to enhance business initiatives.
• Excellent interpersonal and communication skills (verbal and written).
• Detail-oriented, organized, paying attention to order, process and accuracy.
• Successfully manage multiple competing priorities and have a demonstrated ability to effectively marshal resources within the firm to achieve a common vision.
• Resourceful and inquisitive in solving problems and assessing the needs of the business and our internal customers.
• Flexible and able to quickly adapt to changing business needs and a dynamic environment.
• Strong technical skills and knowledge of data, database, application and system architecture and design processes and tools.

Current work authorization for Canada is required for all openings.

Company Values and Benefits

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada\'s Top 100 Employers
o Greater Toronto\'s Top Employers
o Canada\'s Top Family-Friendly Employers
o Canada\'s Top Employers for Young People

• Great Place To Work® Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today\'s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada\'s Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter\'s Most Innovative HR Team