Join CI Financial as an Enablement Analyst, focusing on streamlining sales operations using Salesforce and innovative tools. This in-office role supports the National Sales team in a agile environment.
In this position, you will support the Director of Distribution Enablement with critical projects. Your role includes analyzing sales processes, enhancing key sales tools like Salesforce, and collaborating with cross-functional partners to boost productivity. You will also engage with stakeholders to ensure the success of sales activation initiatives through effective communication and training.
Key Responsibilities:
• Enhance key sales tools and ensure seamless usage
• Build and maintain sales training and knowledge resources
• Conduct analyses of processes,
offering actionable solutions
• Work with teammates to introduce new initiatives
• Document project deliverables and track progress
Requirements:
• At least 2 years in the mutual funds or securities field
• Strong Salesforce skills; Seismic or Tableau knowledge is beneficial
• Excellent communication and time management abilities
• Strong organizational skills and attention to detail
• Ability to work independently and in teams
Utilize your analytical skills to drive significant improvements in CI's sales processes.
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📌 Enablement Analyst Role at CI Financial (Ontario)
🏢 CI Financial
📍 Ontario
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