Sales Support & Business Development Specialist-(Hybrid)

Central 1 Credit Union; Toronto; Hybrid; CAD 63,000 - 75,000; Full time

Job summary

A leading credit union service organization is seeking a driven Sales Support & Business Development Specialist to assist in managing the full sales lifecycle. The role includes client engagement, internal coordination, and project management, working cross-functionally to align business development activities with organizational processes.

Benefits

Work-life flexibility

Hybrid work environment

Variable annual incentive plan

Generous annual vacation allotment

Retirement Plan with 6% matched contributions

Access to learning platform

Wellness Flex Fund

Day off to volunteer

Qualifications

• 5+ years of experience in a sales support, business development, or client-facing role.
• Proven ability to work cross-functionally and manage multiple internal relationships.
• Demonstrated comfort and effectiveness in outbound calling and prospecting.

Responsibilities

• Conduct initial qualification of leads to assess fit and readiness.
• Support the BDE in managing the sales pipeline and internal coordination.
• Act as a liaison between the BDE and internal departments.

Skills

Communication

Project Management

Sales Support

Initiative

Analytical

Tools

CRM systems

Job description

Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit www.central1.com.

What we offer:

• Work-life flexibility
• Hybrid workenvironment
• One time allowance to set up your office for remote first employees
• Variable annual incentive plan
• Generous annual vacation allotment
• Top-notch flexible benefits planincluding family building and gender affirmation
• Retirement Plan, matched contributions at 6%
• Access toa learning platform and educational assistancesupport
• Access to a virtual wellness platform
• Career development opportunities
• Wellness Flex Fund to support personal interest and activities
• Day off to volunteer in your community andother paid time off options
• Corporate discounts

*subject to employment agreement

Job Summary:

Central 1 is seeking a driven and detail-oriented Sales Support & Business Development Specialist (junior-to-intermediate level) to play a pivotal role in supporting our Business Development Executive (BDE) throughout the full sales lifecycle — from lead qualification to internal coordination and client onboarding.

This dynamic, client-facing role is also a key internal liaison, requiring strong communication, initiative, and project management skills. You’ll work cross-functionally with teams across the organization to ensure business development activities are executed smoothly and align with internal processes.

What you'll be doing:

Sales & Lead Management

• Conduct initial qualification of inbound and outbound leads to assess fit, readiness, and alignment with business objectives.

• Proactively engage with prospects via phone, email, and other channels to understand their needs and introduce relevant solutions.

• Maintain accurate and up-to-date records of lead status, qualification outcomes, and next steps in CRM systems.
  

Sales Process Support

• Support the BDE in managing the sales pipeline, ensuring timely follow-ups, documentation, and internal coordination.

• Track the status of client engagements and in-flight activities, providing regular updates and insights to the BDE and other stakeholders.

• Assist in preparing client-facing materials using pre-approved decks, templates, and data sources.
  

Internal Stakeholder Coordination

• Act as a liaison between the BDE and internal departments to facilitate deal progression and ensure compliance with internal standards:

• Risk & Compliance– for regulatory and due diligence requirements.

• Credit Union Lending– for collateral and pre-funding coordination.

• Operations– for payment setup and delivery.

• Information Security– for assessing client needs and risk.

• Product & Technology– for solution alignment and technical validation.
  

Project & Process Management

• Monitor requirements and internal workflows to ensure timely execution of tasks and deliverables.

• Identify bottlenecks or delays and escalate as needed to maintain momentum in the sales process.

• Support the BDE in managing timelines, deliverables, and stakeholder expectations.
  

Communication & Reporting

• Provide clear, concise, and timely updates to internal and external stakeholders.

• Prepare status reports, meeting notes, and follow-up documentation to support transparency and accountability.

• Contribute to internal knowledge sharing by documenting best practices and process improvements.

• Other duties and tasks as assigned to support operational objectives.

What you'll have:

• 5+ yearsof experience in a sales support, business development, or client-facing role.

• Demonstrated comfort and effectiveness inoutbound callingandprospecting.

• Stronginitiativeand a naturalhunter mindsetwith a high level of curiosity.

• Excellentverbal and written communicationskills.

• Proven ability to work cross-functionally and manage multiple internal relationships.

• Basicanalytical skills, including comfort with Excel and interpreting data to support client conversations.

• Strongorganizationalandproject managementskills, with the ability to manage multiple priorities and deadlines.

• Experience providingstatus updatesand maintaining visibility into project or client progress.
  

Preferred:

• Experience responding to or coordinatingRFPsor structured sales proposals.

• Familiarity withCRM systems(e.g., Salesforce, HubSpot).

• Exposure topayments,financial services, ortechnology-driven and/or Fintechenvironments (not required but beneficial).

Salary range: $63,000-$75,000

The salary range represents the job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

#LI-Hybrid

Central 1 is an equal opportunity employer and committed to building an inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We welcome all applicants to join our diverse workforce and we will provide an accessible candidate experience including, but not limited to accommodations to interview sites and alternate formats upon request to our Recruitment team.