SENIOR SALES OPERATIONS ADMINISTRATOR #156834
FULL-TIME
HYBRID (TORONTO, ON)
Are you a data-driven professional who thrives at the intersection of sales, administration and operations?
Do you enjoy optimizing CRM systems, improving processes, and supporting high-performing sales teams?
Are you looking to join a collaborative organization where your administrative/event planning and developing presentation decks are put to work?
Do you enjoy being that "go to" person?
The Company
Our client is an 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. You will play a critical role in ensuring seamless CRM (Salesforce) 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
• Bonus - up to 14%
• Collaborative, team-oriented culture
The Job!
No two days are similar!!! You will support the national sales team and will act as a key liaison between Sales, Marketing, Compliance to assist in the process of roadshows, presentations and more! Wearing many hats and juggling tasks is not unusual. You will:
• Manage and maintain Salesforce CRM dashboards, reports, and data integrity
• Track and manage leads, campaigns, webinars, and marketing initiatives within the CRM system.
• Prepare and submit reports, ensuring accuracy and compliance.
• Coordinate national sales events and roadshows, including travel logistics, vendor coordination, and materials preparation.
• Respond 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, supporting cross-functional teams. You will be the go-to person. It's okay not to know everything as long as you have the mindset to figure things out.
• 3+ years of experience in sales operations, CRM administration, or a similar role
• Working in a financial, investment banking, corporate finance environment is needed
• Post secondary education is preferred
• Strong Salesforce experience (Sales Cloud) — this is a key requirement
• Proficiency in Microsoft Office, particularly Excel (including pivot tables and reporting)
• Event coordination experience, including logistics and stakeholder management
• Strong understanding of compliance processes within a regulated environment within an asset management environment.
• 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 in progress) is considered an asset
Qualified job seekers are asked to apply with attention to Antoinette King.
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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