SENIOR SALES OPERATIONS ANALYST
FULL-TIME | HYBRID (TORONTO, ON)
Are you a data-driven professional who thrives at the intersection of sales, operations, and analytics?
Do you enjoy optimizing CRM systems, improving processes, and supporting high-performing sales teams?
Are you looking to join a collaborative organization where your insights directly impact business growth?
The Company
Our client is a Canadian investment management firm, known for delivering innovative solutions and managing a diverse portfolio of assets across multiple investment strategies. With a strong reputation in the financial services industry, they are committed to providing high-quality service and forward-thinking investment opportunities to their clients.
This role has been created to support the continued growth of the sales team and enhance operational efficiency. The Senior Sales Operations Analyst will play a critical role in ensuring seamless CRM management, reporting accuracy, and sales process optimization across the organization.
Company Perks and Rewards
• Comprehensive benefits package (100% employer-paid health & dental)
• Employee referral program and additional workplace perks
• RRSP matching program
• Collaborative, team-oriented culture
The Job!
As the Senior Sales Operations Analyst, you will support the national sales team by ensuring the effective management of CRM systems, reporting, and operational processes. You will act as a key liaison between Sales, Marketing, Compliance, and other internal teams, contributing to improved efficiency and data-driven decision-making. You will:
• Manage and maintain Salesforce CRM dashboards, reports, and data integrity, ensuring accurate and actionable insights.
• Identify opportunities for system improvements and process optimization, enhancing sales operations efficiency.
• Track and manage leads, campaigns, webinars, and marketing initiatives within the CRM system.
• Prepare and submit wholesaler commission reports, ensuring accuracy and compliance.
• Support compliance workflows, including event approvals, dealer communications, and tracking advisor activity.
• Coordinate national sales events and roadshows, including travel logistics, vendor coordination, and materials preparation.
• Respond to advisor and client inquiries, providing timely and professional support.
• Assist with data analysis, reporting, and year-end performance tracking, contributing to business planning initiatives.
• Support general administrative functions and assist with onboarding and training initiatives as required.
What You Bring to the Job
You are a highly organized, analytical, and proactive professional who enjoys working with data and supporting cross-functional teams.
• Bachelor’s degree (preferred)
• 3+ years of experience in sales operations, CRM administration, or a similar role
• Strong Salesforce experience (Sales Cloud) — this is a key requirement
• Advanced proficiency in Microsoft Office, particularly Excel (including pivot tables and reporting)
• Experience working with large datasets and reporting tools
• Event coordination experience, including logistics and stakeholder management
• Strong understanding of compliance processes within a regulated environment (asset)
• Excellent communication and interpersonal skills
• Detail-oriented, highly organized, and able to manage multiple priorities effectively
• Bring a proactive, solutions-oriented mindset
• CSC designation (or working towards it) is considered an asset
Qualified job seekers are asked to apply with attention to Antoinette King.
Expected Compensation: CAD $70,000 – $80,000
Existing Position Vacancy: Yes
I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
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