Lead client onboarding and enhance reporting processes as a Senior Manager at Central 1. Thrive in a hybrid work environment focused on operational efficiency and collaboration.

In this vital role at Central 1, you will drive client onboarding initiatives and manage reporting for the Treasury Client Sales team. You need at least ten years of relevant experience and expertise in Salesforce CRM to facilitate high-quality data management and insightful reporting. Your contributions will support growth and improve overall performance.

Key Responsibilities:
• Manage client onboarding activities for smooth execution
• Create and maintain insightful reports and dashboards
• Ensure accuracy in Salesforce records and client information




• Draft professional communications for clients
• Coordinate operational support and delivery

Requirements:
• Minimum of 10 years in operations or sales enablement
• Robust Salesforce management skills required
• Proven ability in reporting and dashboard development
• Excellent written and verbal communication skills
• Degree in Business Administration or related field

Drive performance and client success as a Senior Manager at Central 1, enhancing their Treasury Operations.
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📌 Senior Manager, Client Onboarding & Reporting (Ontario)
🏢 Central 1 Credit Union
📍 Ontario