The Sales Operations Specialist is responsible for queue management as well the handling of transactions from credit application stage to processing the deal for funding. This includes working with the Business Development Managers and vendors/external parties to ensure all documentation is complete and accurate and that all credit conditions have been satisfied. This individual will communicate with vendor partners, sales teams, end-user clients, and internal operational teams to coordinate the transaction.
Key Responsibilities
Operational Excellence
- Serve as the principal point of contact for all policy and process related questions and escalations from our sales reps and business partners
- Deliver support for team structure activities that will help reinforce an improve internal relationships, reduce attrition, and improve performance
- Facilitate meaningful and progressive team huddles/meetings to ensure team cohesion and engagement
- Provide peer mentoring for the transition of processes and integration of technology
- Work with management on cross-functional initiatives as required
- Address complaints/escalations identify source causes of issues and work with the management on resolutions
- Provide feedback to management concerning possible problem areas or areas of improvement as well as performance of the team
- Assist in the day-to-day management of the sales support queues
- Develop and maintain Sales Support training materials and ensure that policies and procedures are updated regularly
- Make sound and judicious business decisions pertaining to daily tasks and challenges
Process Enhancements
- Analyze current procedures and workflows to identify opportunities for enhancement and implement effective changes to optimize efficiency and productivity
- Facilitate the integration of new procedures by developing and delivering training, creating documentation and providing ongoing support to ensure a successful adoption
- Track the effectiveness of implemented process enhancements and new procedures, gathering feedback and making adjustments as needed to achieve desired outcomes
Sale Support
- Process Credit applications, confirm and review details of request, accurately enter transaction details into the application system, assist with subsequent queries or information required by credit
- Identify and understands fully the necessary documents and agreements required based on the transactions structure, prepares and sends the required legal documents/agreements to the client/vendors.
- Follow up with external parties for the timely receipt of all documentation.
- Accurately registers required liens in appropriate jurisdiction and according to legislated timelines to perfect security to ensure enforceability of priority on equipment to minimize losses in the event of contract default.
- Accurately enters and updates all transactional information, including critical financial data elements into the Originations Portal and front-end EDGE system;
- Understands the Insurance requirements for each type of equipment/transaction and ensures that coverage is obtained, either through our internal programs or through customer’s own coverage, as dictated by internal policy.
- Due to our variety of programs, offerings that comprise subsidy calculations, interim funding, and regulatory obligations, a comprehensive knowledge of documenting and processing each program’s requirements is essential.
- Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
- Acquire knowledge of various vendor and/or broker programs, including their fee structure and any specialized handling procedures required for specific accounts, ensuring efficient and complaint management of these relationships
- Ensures compliance with all provincial and federal regulations and internal company policies, including but not limited to Reducing the Risk (Anti-Money Laundering), Know Your Customer, and Information Security & Privacy
Relationship Management & Cross-Functional Collaboration
- Act as a liaison between the sales team and acts as main point of contact for external vendor partners
- Assist in quote preparation and documentation preparation
- Collaborate with other departments such as Credit, Funding Operations, Customer Service, Collections
- Assists with User Acceptance testing for various system enhancements
- Collaborate with Stakeholders, work closely with key stakeholders to understand their needs and ensure that process changes align with the organizational goals and requirements.
Administration
- Participates in team huddles, 1-on-1s and meetings, offering unsolicited constructive feedback for the betterment of Meridian and participates in enrichment projects.
- Prepare and send out Welcome Letters
- Send out EFT remittances to appropriate parties once deal has been booked and funded
- Identifies areas for process improvements and assists in implementation
- Monitors and ensures that all Policies and Procedures on Knowledge Central are updated promptly
- Completes all required trainings in a timely manner
- Prioritizes tasks for the workday and re-evaluates priorities as new tasks are required.
- As needed, participates in User Acceptance testing and becomes familiar with any new enhancements being implemented
- Assist in the evaluation and monitoring of SLAs and KPIs for the team, ensuring that performance standards are met
Knowledge, Skills, and Abilities
- Strong analytical skills as well as the ability to think creatively to provide solutions to complex transactions when structuring deals to meet customer requirements while adhering to policies and compliance guidelines are essential.
- To provide successful support of the leasing product the individual must have a solid understanding in all four sources of business offered (branch referral, vendor referral, broker referral, and third-party assignments).
- The individual is required to have excellent administrative, organizational, and decision-making skills to control the variety of activities on this post.
- Bachelor’s degree in Business, Finance, or a related field or having an equivalent combination of education and experience
- Minimum of 2-5 years of experience in leasing industry or related financial services experience
- Bilingual (French, English) an asset
- Must be Self-directed, decisive and goal oriented. Comfortable working in an empowered work environment with established goals/expected results and limited step-by-step direction
This role represents an existing vacancy. Internal candidates are being considered as part of our standard process
Salary Range: CAD $59,800 - $89,800 annually
Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
Office Location: Burnaby or Toronto Corporate Office. This is a hybrid opportunity
Meridian OneCap has a remote work policy that allows flexibility for employees to work remotely but also requires our employees to attend the office minimum one day per week. The intention is for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.
What's in it for you?
- We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
- We provide you with the tools and technology needed to delight your candidates and clients!
- You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
- Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
- This isn't your typical "corporate" job. We work hard and we have fun!
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:
- Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
- Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
- Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
- Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Our Commitment To You
Meridian OneCap is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
Please note that due to the volume of applications, only those under consideration will be contacted for an interview.
Thank you for your interest in Meridian OneCap.
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