Lead client onboarding and enhance reporting processes as a Senior Manager at Central 1. Thrive in a hybrid work workplace 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 qualified 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.

📌 Senior Manager, Client Onboarding & Reporting Toronto (Canada)
🏢 Central 1 Credit Union
📍 Canada