Team Lead - Sales Coordination

Meridian OneCap; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Team Lead for Sales Support to guide a talented team in delivering exceptional service and optimizing sales processes. This role involves mentoring team members, ensuring compliance with policies, and driving continuous improvements. The ideal candidate will possess strong leadership skills, a keen analytical mind, and a passion for customer satisfaction. Join a collaborative environment that values creativity and innovation while working alongside industry leaders. If you're ready to make a significant impact and thrive in a fast-paced setting, this opportunity is perfect for you.

Benefits

Inclusive and collaborative work environment

Tools and technology for success

Learning from industry leaders

Hybrid work arrangements

Fun workplace culture

Qualifications

• Strong leadership and mentoring abilities to guide team members effectively.
• Excellent analytical and problem-solving skills to navigate complex transactions.
• Customer-focused mindset to ensure high-quality service delivery.

Responsibilities

• Oversee and develop team members to ensure excellence in sales processing.
• Act as the main contact for policy and process-related questions.
• Analyze workflows to identify and implement process enhancements.

Skills

Team Leadership

Analytical Skills

Customer Focus

Problem-solving Skills

Interpersonal Skills

Organizational Skills

Decision-making Skills

Attention to Detail

Education

Bachelor’s degree in Business or Finance

2-5 years of experience in leasing or financial services

Bilingual (French, English)

Tools

MS Word

MS Excel

MS Outlook

Collaboration tools

Job description

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Who we are!

Meridian OneCap Credit Corp (MOC) is an equipment and finance company providing a broad range of financial services to businesses throughout Canada. Our parent, Meridian Credit Union, has over 70 years of banking history and is Ontario’s largest credit union.

MOC is a provider of asset financing in the form of capital leases. We are committed to being the best provider of specialized equipment financing services to strategic vendors across Canada. Our service-oriented culture and exceptional group of professionals serves to provide our strategic partners with value-added service and constructive solutions.

Meridian OneCap Credit Corp provides customized leasing solutions both to help companies sell equipment and to companies that have chosen to lease equipment, rather than buy. For manufacturers and vendors, we enable you to provide your customers with a value-added service that helps your customers acquire equipment efficiently and gives your company a competitive edge. And for the end user, we can help you to preserve working capital in your business, while benefiting now from the use of the equipment.

Our team is known as industry leaders. We’ve earned our reputation through consistent delivery of financing programs with the most efficient transaction process and superior customer service. With the largest direct sales force within the Canadian market, it’s no wonder our customer service is unparalleled.

The Team Lead, Sales Support assists in the managing, training, and development of the SS Team. Identify, resolve, and be initial point of contact on technical, policy and procedures so transactions can be processed within SLA and quality standards. The TL is responsible for queue management and handling of transactions from credit app to submitting for funding. You will work with the Business Development Managers and external parties to ensure all documentation is complete/accurate and that all credit conditions have been satisfied. You will communicate with vendor partners, sales teams, clients, and internal teams to coordinate the transaction. You will be the SME for the team, responsible for providing technical knowledge and guidance to the coordinators for their daily activities.

What you’ll do:

• Provide Oversight and development of team members to deliver excellence in processing of sales from onboarding to funding by focusing on job knowledge, technical, interpersonal and communication skills
• Provide training, guidance, peer mentorship and evaluation input for sales support members, monitor work in terms of accuracy
• Serve as the principal point of contact for all policy and process related questions and concerns as posed by Sales Coordinators and escalations from our sales reps and business partners
• Deliver support for team structure activities that will help reinforce and improve internal relationships, reduce attrition, and improve performance
• Facilitate meaningful and progressive team huddles/meetings to ensure team cohesion and engagement
• Provide peer mentoring for the transition of processes and integration of technology
• Work with management on cross-functional initiatives as required
• Address complaints/escalations; identify source causes of issues and work with management and external partners on resolutions
• Provide feedback to management concerning possible problem areas or areas of improvement as well as performance of the team
• Assist in the day-to-day management of the sales support queues
• Develop and maintain Sales Support training materials and ensure that policies and procedures are updated regularly
• Make sound and judicious business decisions pertaining to daily tasks and challenges
• Review monthly/weekly KPI’s for team; identify performance gaps; identify and resolve for root cause to ensure performance to standards
• Support and lead change initiatives, driving continuous improvement and adapting to evolving market conditions. Champion new processes and technologies that enhance team efficiency and sales outcomes

Process Enhancements

• Analyze current procedures and workflows to identify opportunities for enhancement and implement effective changes to optimize efficiency and productivity and ultimately a superior customer experience
• Facilitate the integration of new procedures by developing and delivering training, creating documentation and providing ongoing support to ensure a successful adoption
• Track the effectiveness of implemented process enhancements and new procedures, gathering feedback and making adjustments as needed to achieve desired outcomes
• Help identify capability and performance/skill gaps
• Process Credit applications, confirm and review details of request, accurately enter transaction details into the application system, assist with subsequent queries or information required by credit
• Identify the necessary documents and agreements required based on the transactions structure, prepares and sends the required legal documents/agreements to the client/vendors. Follow up with external parties for the timely receipt of all documentation.
• Accurately registers required liens in appropriate jurisdiction and according to legislated timelines to perfect security to ensure enforceability of priority on equipment to minimize losses in the event of contract default.
• Accurately enters and updates all transactional information, including critical financial data elements into the Originations Portal and front-end EDGE system;
• Audit documentation/funding package for completion and accuracy including proper execution and compliance with credit approval and pricing guidelines, as well as operational policies and procedures prior to submission to funding operations. Identify core contractual issues and suggest resolution. Address subsequent queries or information required
• Due to our variety of programs, offerings that comprise subsidy calculations, interim funding, and regulatory obligations, a comprehensive knowledge of documenting and processing each program’s requirements is essential.
• Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
• Acquire knowledge of various vendor and/or broker programs, including their fee structure and any specialized handling procedures required for specific accounts, ensuring efficient and complaint management of these relationships
• Ensures compliance with all provincial and federal regulations and internal company policies, including but not limited to Reducing the Risk (Anti-Money Laundering), Know Your Customer, and Information Security & Privacy
• Adheres to all process and procedures as documented on Knowledge Central
• Maintain service level agreements and departmental KPI Metrics

Relationship Management & Cross-Functional Collaboration

• Act as a liaison between the sales team and acts as main point of contact for external vendor partners
• Communicate regularly with vendor partners to identify opportunities for efficiencies, solicit feedback and implement solutions
• Assist in quote preparation and documentation preparation
• Collaborate with other departments such as Credit, Funding Operations, Customer Service, Collections
• Assists with User Acceptance testing for various system enhancements
• Collaborate with Stakeholders, work closely with key stakeholders to understand their needs and ensure that process changes align with the organizational goals and requirements

Administration

• Leads and or participates in team huddles, 1-on-1s and meetings, offering unsolicited constructive feedback for the betterment of Meridian and participates in enrichment projects.
• Identifies areas for process improvements and assists in implementation
• Monitors and ensures that all Policies and Procedures on Knowledge Central are updated promptly
• Completes all required trainings in a timely manner
• Prioritizes tasks for the workday and re-evaluates priorities as new tasks are required.
• As needed, participates in User Acceptance testing and becomes familiar with any new enhancements being implemented
• Assist in the evaluation and monitoring of SLAs and KPIs for the team, ensuring that performance standards are met

What you can bring to this Role:

• Team Leadership - to effectively lead the team the individual must demonstrate ability to inspire, influence for the team to achieve excellence and deliver results, with the ability to monitor performance, provide coaching and mentoring and recognize and reward achievements, demonstrating the ability to communicate clearly and persuasively and be able to provide constructive feedback, resolve conflict and motivate others.
• Strong analytical skills as well as the ability to think creatively to provide solutions to complex transactions when structuring deals to meet customer requirements while adhering to policies and compliance guidelines are essential.
• To structure transactions and reduce any risk, the individual must have a solid understanding of Meridian’s insurance requirements, environmental risks, and know when it is required to liaison with the legal department. The individual must add value through innovative structuring, with a great emphasis on a quick turn-around.
• To provide successful support of the leasing product the individual must have a solid understanding in all four sources of business offered (branch referral, vendor referral, broker referral, and third-party assignments).
• The individual is required to have excellent administrative, organizational, and decision-making skills to control the variety of activities on this post.
• Customer focus demonstrate the ability to understand the needs and expectations of internal and external customers and deliver high quality service and value. The individual should be able to build and maintain positive relationships, handles complaints and ensure customer satisfaction
• The individual must also have a solid understanding of the time value of money discounting cash flows, with a basic understanding of credit, and a complete understanding of the usage of an HP financial calculator.
• Such person will be required to work effectively with persons of various authority levels and therefore must possess strong interpersonal skills.

Education, Designations, Training, and Experience

• Bachelor’s degree in Business, Finance, or a related field or having an equivalent combination of education and experience
• Minimum of 2-5 years of experience in leasing industry or related financial services experience
• Bilingual (French, English) an asset
• Must be Self-directed, decisive and goal oriented. Comfortable working in an empowered work environment with established goals/expected results and limited step-by-step direction
• Ability to multitask to meet tight deadlines in a fast-paced environment
• Strong relationship building skills
• Proficient in MS Word, Excel and Outlook
• Excellent problem-solving skills
• Ability to deliver exceptional customer service
• Impeccable attention to detail and meeting deadlines
• Strong communication, organization, time management & planning skills; ability to interact effectively with customers and all levels of staff.
• Ability to exhibit a professional attitude and image with a commitment to quality service.
• Aptitude for mathematics including financial calculations
• Self-motivated and able to work in a dynamic, fast paced, and demanding environment
• Proficient with collaboration tools that support virtual and in-person meetings

Office Location: Toronto, St. Catharines or Vancouver Corporate Office. This is a hybrid opportunity

Meridian OneCap has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.

What's in it for you?

• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We provide you with the tools and technology needed to delight your candidates and clients!
• You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
• This isn't your typical "corporate" job. We work hard and we have fun!

Our Commitment To You

Meridian OneCap is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian OneCap.