Welcome to ivari

Let us introduce ourselves. With 300 employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

At ivari , everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

Here’s the job opportunity…

We are looking for a highly motivated Salesforce Administrator & Sales Operations Analyst. Working with the Salesforce and Sales Operations teams, this hybrid technical role resides in the business side of the sales organization to support the sales operations, sales reporting, and Salesforce administrative functions. This Salesforce Certified Administrator supports the day to day activities and maintenance of our Salesforce Sales Cloud and Quip implementations while also supporting and empowering our user base to make the most out of these tools. They will also assist in the maintenance and development of Salesforce Reports and Dashboards that are used to provide our sales teams with visibility into sales information to support decision making and drive business results as well as support existing sales programs.

This person will have strong business acumen, the ability to prioritize and manage multiple deliverables, and communicate effectively with sales team members as well as other individuals across the organization.

As the Salesforce Administrator & Sales Operations Analyst at ivari you will:

Manage The Day-to-day Administration Of Our Salesforce Implementation By

Activating, updating, and deactivating Salesforce and Quip User records as required
Ensuring Roles, Profiles, Permission Sets, Field Level Security, and Sharing Rules are configured with appropriate visibility and permissions
Maintaining Public Group, Queue, and Permission Set User assignments
Monitoring and upgrading Managed Packages, add-on functionality, and Self Signed Certificates
Creating and refreshing Sandbox environments on a regular basis as needed
Reviewing Salesforce release notes for changes that impact or can be leveraged by our implementation

Ensure Salesforce limits are respected and data integrity is maintained by:

Monitoring data and file usage against limits
Ensuring processes for removing unnecessary data from our org (particularly around Leads, Contacts, Campaigns, Tasks, Events, as well as Marketing Cloud Email Sends) are documented, monitored, and executed on a regular basis
Executing Account and Contact assignments and reassignments
Converting Leads and merging Contacts
Supporting non-Salesforce system changes and enhancements including requirements, testing, implementation where related to data in Salesforce

Support The Analytics Experience In Salesforce By

Designing Reports and Dashboards that maximize user relevance by leveraging techniques such as trending, dynamic filtering, summary formulas, change calculations, row level formulas, cross filters, bucketing, ranking, and conditional formatting
Maintaining and managing appropriate Report and Dashboard access with appropriate folder structure
Ensuring processes for Report and Dashboard archiving and deletion are documented, monitored, and executed on a regular basis
Managing existing Reports and Dashboards to ensure they are in the appropriate folder, are updated to reflect changes in business needs, and simplified/streamlined where possible
Assisting the Sales Operations team with the design and development of new Reports and Dashboards including those related to tracking for Sales and Distribution initiatives

Encourage Salesforce user adoption and enable users to be self-sufficient by:

Handling user inquiries and requests logged as support tickets through resolution (escalating to appropriate subject matter expert when necessary), which can include items such as ad hoc Report, List View, and Campaign creation, as well as bulk data updates
Ensuring new users are assigned and able to access the appropriate onboarding resources in Trailhead
Creating and maintaining best practices user guides, process documents, and in-app guidance

What We Are Looking For…

Undergraduate degree in Business, Information Technology/MIS, or equivalent work experience
Salesforce Certified Administrator proficient in using the Salesforce platform as described above
1 to 3 years of experience working directly with Salesforce Sales/Service Clouds as an administrator, business analyst, or power user
Working knowledge of productivity tools such as Quip and Microsoft Excel
Proactive, self-driven learner with a high degree of intellectual curiosity
Detail-oriented and analytical mindset with proactive problem solving skills
Strong verbal and written communication skills that demonstrate the ability to interpret and communicate complex information in an organized, logical, and effective manner to a variety of audiences
Strong time management skills with the ability to prioritize and manage multiple tasks
Demonstrated ability to work independently as well as with a team to achieve objectives
A desire to work in a high energy, fast paced business operations environment
Under a hybrid working environment you are available to work remotely as well as 1-2 days per week or as needed from our head office in Toronto

What's In It For You…

At ivari, it's important for us to keep our people motivated, recognized, and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.

We also offer health and dental benefits for the entire family from Day 1! But that’s just the beginning. When you join the ivari team you also get…

A fantastic vacation plan and time off
A pension plan with 100% match by ivari
Employee savings plan with 75% match to help you save even more
Flexible and hybrid work arrangements
Opportunities for professional development
Recognition programs to cheer you on, motivate and reward
Wellness programs to keep you healthy and happy

Who You Are…

Someone who enjoys a culture where everyone is genuinely respectful, and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…

Bringing clarity and focus to your work
Taking ownership and doing what you say you will
Remaining flexible
Collaborating with others

Does this sound like you? We’re looking for great people to join our team!

Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.

To apply, please email your resume to: human.resources@ivari.ca

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email human.resources@ivari.ca .

ivari Canada

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