- 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 representedRequirements- 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)- Strong 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 transparent 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 CompetenciesDemonstrates 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 TrainingATS Optimization KeywordsHard Skills- Sales Enablement- Performance Management- Target Setting- Pipeline Health Evaluation- Deal Progression Analysis- Forecast Confidence- Sales Onboarding- Coaching Frameworks- Analytical Skills- Sales Strategy ExecutionSoft Skills- Excellent Communication- Organizational Skills- Proactive Approach- Comfortable in Ambiguity- Executive-Level StorytellingIndustry Keywords- Wealth Management- Online Brokerage- Financial ServicesTools & Technologies- CRM Platforms- Salesforce- Sales Enablement Tools- Reporting Platforms- Pipeline Management Tools#J-18808-Ljbffr

📌 Sales & Partnerships Enablement Lead (Toronto)
🏢 Info-Tech Research Group
📍 Toronto