Contribute to sales success as a Sales Operations Analyst at CI Financial. Use your hands-on Salesforce and process management skills to elevate sales initiatives.

This role involves supporting the Director of Distribution Enablement on critical projects that enhance sales team effectiveness. You will conduct gap analyses, implement solutions, and ensure that all necessary documentation is in place for effective training. Collaboration with key partners will be essential as you help define project scopes and track progress.

Key Responsibilities:



• Enhance key sales tools including Salesforce and Seismic • Maintain a knowledge and training library for sales staff • Execute gap analyses and actionable implementation plans • Collaborate with partners to drive productivity initiatives • Support product launch and campaign execution

Requirements: • Minimum 2 years in mutual funds or securities • Robust expertise in Salesforce; familiarity with Seismic or Tableau is advantageous • Excellent analytical and problem-solving skills • Strong relationship-building and communication capabilities • Proficient in Microsoft Office suite

Support innovation and sales activation at CI Financial with your skills and expertise. #J-18808-Ljbffr

📌 Sales Operations Analyst at CI Financial (Winnipeg)
🏢 CI Investments
📍 Winnipeg