Become a key player in CI Financial’s Distribution Enablement team! This role will leverage Salesforce expertise to enhance sales tools, support initiatives, and drive effective solutions.
As a Salesforce Analyst, you will work in-office four days a week, collaborating with multiple departments. Your responsibilities will include optimizing sales tools, conducting gap analyses, and ensuring documentation is in place for seamless adoption by the Sales team. Your analytical skills will contribute to improvements that elevate sales effectiveness.
Key Responsibilities:
• Support administration and optimization of Salesforce and Seismic
• Maintain a centralized training library for sales tools
• Monitor sales applications for accuracy and timeliness
• Conduct gap analyses and recommend actionable solutions
• Collaborate with distribution partners to enhance productivity
Requirements:
• Minimum 1 year in financial services or asset management
• Solid Salesforce knowledge; Seismic/Tableau is a plus
• Excellent oral and written communication skills
• Self-starter with robust organizational skills
• Ability to thrive in quick-paced environments
Leverage your Salesforce skills to enhance sales initiatives at CI Financial and help transform processes.
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📌 Salesforce Analyst At Ci Financial Ontario
🏢 CI Financial
📍 Ontario
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