- Own and support the sales planning and performance lifecycle, including target setting support, achievement‑to‑plan management, and inputs into forecasting and capacity planning
- Evaluate and manage pipeline health, velocity, and quality, including coverage ratios, stage progression, conversion rates, deal hygiene, and risk identification
- Translate sales strategy into clear activity and execution models that align day‑to‑day sales activity with pipeline generation, deal progression, and revenue outcomes
- Design, maintain, and continuously improve sales performance and pipeline dashboards/heat maps, delivering actionable insights on progress, gaps, risks, and opportunities
- Partner with sales leaders to identify coaching and performance improvement opportunities based on pipeline behavior, deal execution, and performance trends
- Lead sales onboarding, training, and ongoing capability development, including playbooks, frameworks, and best practices focused on execution excellence and pipeline discipline
- Own the sales technology roadmap, acting as the business owner for CRM, sales enablement tools, pipeline management, reporting platforms, and workflow optimization
- Serve as the central representative and voice of Sales for innovation initiatives, workshops, pilots, and cross‑functional programs, consolidating feedback and ensuring sales priorities are clearly represented

Requirements

- Post‑secondary degree/diploma in Business, Commerce, Finance, or a related field (required)
- 5-7 years of experience in sales enablement, sales operations, revenue operations, or sales performance roles (required)
- Proven experience supporting sales planning, target setting, achievement‑to‑plan analysis, and performance management (required)
- Solid experience evaluating pipeline health, velocity, and quality, including conversion rates, deal progression,



and forecast confidence (required)
- Hands‑on experience designing and delivering sales onboarding, training programs, and coaching frameworks (required)
- Experience acting as a business owner for CRM and sales technology platforms (e.g., Salesforce), including roadmap ownership and adoption (required)
- Strong analytical skills with the ability to translate data into clear insights and actions (required)
- Excellent written and verbal communication skills, including executive‑level storytelling (required)
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Highly organized, proactive, and comfortable operating in ambiguity (required)
- Experience in wealth management, online brokerage, or financial services (preferred)

Core Competencies

Demonstrates expertise in sales planning, performance management, and pipeline evaluation, with a strong focus on data analysis and actionable insights. Proficient in designing training programs and managing CRM technologies to enhance sales effectiveness and operational efficiency.

Highest-signal resume keywords

- Sales Planning
- Pipeline Management
- CRM Ownership
- Data Analysis
- Sales Training

ATS Optimization Keywords

Hard Skills

- Sales Enablement
- Performance Management
- Target Setting
- Pipeline Health Evaluation
- Deal Progression Analysis
- Forecast Confidence
- Sales Onboarding
- Coaching Frameworks
- Analytical Skills
- Sales Strategy Execution

Soft Skills

- Excellent Communication
- Organizational Skills
- Proactive Approach
- Comfortable in Ambiguity
- Executive-Level Storytelling

Industry Keywords

- Wealth Management
- Online Brokerage
- Financial Services

Tools & Technologies

- CRM Platforms
- Salesforce
- Sales Enablement Tools
- Reporting Platforms
- Pipeline Management Tools

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📌 Sales Enablement Lead (Toronto)
🏢 Jobtailor
📍 Toronto