26 Aug
|
CI Investments
|
Fredericton
26 Aug
CI Investments
Fredericton
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
Solid relationship-building and communication capabilities
Proficient in Microsoft Office suite Support innovation and sales activation at CI Financial with your skills and expertise.
📌 Sales Operations Analyst At Ci Financial Fredericton
🏢 CI Investments
📍 Fredericton