Sales Manager / Sales Coach-Trainer, Working Capital

This role trains, coaches and motivates the Working Capital sales team, and uses AI to streamline our process, rebuild our reporting and run automated quality and compliance checks. It also distributes leads, backs up the Toronto sales manager, helps run the office and its culture, and leads the team when the Director of Sales is away.

About the role

You are the right hand to the Director of Sales on the sales floor. You help train, coach and motivate the team, build the tools and documents that make them better, use AI and data to manage performance, and keep leads moving to the right people. When the Director is sick or on vacation, you lead the team and drive it to results.

You work under the Director's guidance across the Account Executive, Account Management and BDR teams, alongside the AM Manager, the BDR Team Lead and Sales Support, and you partner with the Toronto Senior Sales Manager. The Director decides how onboarding, training, coaching and documentation are designed. You help create and deliver them, and you carry the day-to-day.

Reports to: Director of Sales

Works with: Account Executives, the AM Manager, the BDR Team Lead and Sales Support

Location: Montreal, on-site, with travel to Toronto as needed

Training and coaching

You carry the day-to-day delivery of onboarding, coaching and ongoing training, working from the programs the Director designs.

- Deliver onboarding for new hires in each role, and own their ramp against Week 1, Month 1 and Quarter 1 goals
- Run coaching as a structured, repeatable process: call reviews, role-play, deal reviews, and group and one-on-one sessions




- Help build and deliver Vault University, the ongoing training program that follows onboarding, with a curriculum, calendar and clear learning goals for each role
- Lead sessions on pricing, objection handling, discovery and deal troubleshooting, based on the gaps the data shows
- Keep every rep's coaching plan current, so each person knows which trainings and coaching they get, how often, and from whom
- Track coaching and training against explicit metrics: sessions held versus planned, rep understanding and performance lift
- Coach the AM Manager and the BDR Team Lead on how to coach their own teams, when the Director asks

Documentation and motivation

You turn what works into materials the whole team can use, and you keep the energy on the floor high.

- Build onboarding documents, playbooks, presentations and a searchable resource library, with the Director approving what is released
- Use AI to create training materials and continuing education that are simple, well designed and easy to repeat
- Capture what top performers do differently and turn it into scripts, call guides and checklists
- Run contests, challenges and team activities that push the team toward its goals
- Recognize wins in the huddles and across the floor,



and help celebrate achievements
- Keep a pulse on morale and flag concerns to the Director before they affect performance

Performance management through AI and data

You use AI, reporting and data to show each rep where they are strong and where they are weak, and to push the team toward its targets.

- Build and maintain AI tools, dashboards and reports that track dials, submissions, conversions by lead source and industry, approved-to-funded ratio, deal size and pipeline health
- Use AI and data to find root causes, review closed and lost deals, and learn what top performers do differently
- Set coaching priorities from the gaps the data shows, and follow up to confirm the performance improves
- Work directly with anyone who is behind target, daily and weekly, to get them back on pace
- Hold reps to the written standards for their role, and support the Director's performance improvement plans and quarterly reviews with data and notes
- Flag performance and personnel issues to the Director early, and bring a recommendation

Streamlining our process with AI

You take the way we sell today and use AI to make it faster, simpler and more consistent.

- Map our sales process from lead to funding, and find the steps that can be automated, shortened or removed
- Rebuild our reporting so the team and leadership see the right numbers, in near real time, with less manual work
- Build AI-powered tracking and coaching tools that tell each rep what to do next and where to improve
- Create efficiencies that give reps more time to sell, and measure the time saved

📌 Sales Manager (Montreal)
🏢 Vault Credit
📍 Montreal