Sales Operations Analyst

ivari Canada; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in life insurance, ivari Canada, seeks a Sales Operations Analyst to support sales reporting and analyses using BI tools. The role promises to turn insights into actionable strategies while fostering a collaborative workplace that values diversity and engagement. Competitive salary, bonuses, and attractive benefits await successful applicants who thrive in a fast-paced environment.

Benefits

Health and dental benefits from Day 1

Pension plan with 100% match

Flexible and hybrid work arrangements

Professional development opportunities

Wellness programs

Qualifications

• 1-5 years of experience in business analysis and reporting.
• Experience with BI tools like Power BI and SQL is preferred.
• Strong intellectual curiosity and self-driven learner.

Responsibilities

• Provide support to sales reporting processes and analyses.
• Analyze sales data to communicate insights and opportunities.
• Partner with IT for business requirements and report enhancements.

Skills

Analytical skills

Problem-solving skills

Communication skills

Organization

Multitasking

Education

Bachelor’s degree in mathematics, information management, or computing

Tools

Salesforce.com

SQL

Microsoft BI Suite

Power BI

Advanced MS Excel

Job description

About Us

Let us introduce ourselves. With 300+ employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

ivari is part of Sagicor Financial Corporation, a leading financial services provider based in the Caribbean, with a strong presence in North America. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.

At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

Here’s the job opportunity…

We are looking for a highly motivated Sales Operations Analyst, working on the business side of the sales organization, to support the sales operations, sales reporting & analytics function. The function analyzes and interprets sales data to drive insights and recommendations in support of WFG, Greatway and Brokerage business objectives. The analyst maintains and develops reports and dashboards that are used to provide our sales leaders with visibility into sales information to support decision making and drive business results as well as support existing sales programs. You will provide analyses and conclusions that allow our Sales leaders to make informed, data-driven decisions in order to improve Distributions overall value to the organization. You have strong business acumen and analytical skills as well as the ability to communicate effectively with sales leaders and other individuals in numerous different functions across the organization.

You Will

• Be on the ground floor of a sales operations team’s movement from report-focused to insights/analytics-focused approach in order to deliver greater value to our WFG and Brokerage businesses
• Provide support and back-up to weekly and monthly sales reporting processes
• Provide support and analysis to the Sales Compensation Plan – Annual analyses, build processes supporting the Quarterly Sales Team Bonus Compensation model set-up, reporting and payout
• Provide support and analysis to the Sales Planning / Forecasting process and implement new Plans into the sales reporting structure
• Work with Distribution Mgmt. to provide analysis of patterns and trends to derive and communicate insights on risks and opportunities related to key organization priorities -- e.g. lapsation
• Support the VB/MA incentive program analysis, reporting and payout processes (scenario modeling, offer letter, payout letters, approvals)
• Support the WFG and Greatway Incentive program analyses, reporting and payout processes (scenario modeling, offer letter, payout letters, approvals)
• Support any new incentive programs analysis and/or reporting processes as required -- e.g. monthly/quarterly Commentaries
• Salesforce.com executing Account and Contact assignments and reassignments
• Salesforce.com designing Reports and Dashboards that maximize user relevance by leveraging techniques such as trending, dynamic filtering, summary formulas, change calculations
• Learn and leverage enterprise analysis and reporting processes via SQL, Business Intelligence tools – e.g. MS BI Suite - SSRS report builder, Power BI -- and MS excel
• Learn and leverage Salesforce.com in order to assess, recommend and implement solutions to meet sales management and sales teams’ needs
• Partner with Information Technology department to provide business requirements and test support when implementing enhancements to the Data Marts and BI Report outputs
• Provide analysis and reporting in support of external Surveys – e.g. LIMRA
• Provide ad hoc support and back-up to weekly and monthly sales processes
• Participate and provide SME to project work impacting Sales Operations as required
  
  

What We Are Looking For…

• Someone with a bachelor’s degree, preferably in mathematics, information management or computing with an emphasis on business
• 1-5 years of experience in business analysis, reporting and working with business intelligence tools and working in the business unit
• Quantitative, analytical and problem-solving skills
• Experience with Salesforce.com CRM, SQL and a BI tools such as: Microsoft Business Intelligence Suite (e.g. SSRS, Power BI, Power View/Query), Tableau -- and advanced MS excel
• Prior experience with relational databases and reporting software is a plus
• Understanding of data marts and dimensional models is a plus
• Excellent organization, multitasking, and prioritization skills, with a keen attention to detail
• Must be proactive, possess a high degree of intellectual curiosity and be a self-driven learner
• Superior customer/member service ethic
• Superior interpersonal, written and oral communication skills
• Ability to work independently and with a team
• A desire to work in a high energy, fast paced business operations environment
  
  

What's In It For You

At ivari, it's important for us to keep our people motivated, recognized and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.

We also offer health and dental benefits for the entire family from Day 1! But that’s just the beginning. When you join the ivari team you also get…

• A fantastic vacation plan and time off
• A pension plan with 100% match by ivari
• Employee savings plan with 75% match to help you save even more
• Flexible and hybrid work arrangements
• Opportunities for professional development
• Recognition programs to cheer you on, motivate and reward
• Wellness programs to keep you healthy and happy
  
  

Who You Are…

Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…

• Bringing clarity and focus to your work
• Taking ownership and doing what you say you will
• Remaining flexible
• Collaborating with others
  
  

Does this sound like you? We’re looking for great people to join our team!

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.

To apply, please email your resume to: [e-mail]

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email [e-mail] .