Client Director driving OpenText Professional Services sales, revenue, and implementations for financial - services clients. Managing enterprise opportunities, forecasts, projects, and executive relationships across Canada.
About the role
- Associate Director driving growth and profitability for EQ Bank's Direct-to-Consumer channel. Leading cross-functional teams to enhance customer experience and accelerate business growth.
Responsibilities
- Define and execute the Direct-to-Consumer growth strategy, including annual sales, marketing, and P&L objectives working collaboratively with the leaders of each of these functions.
- Translate corporate goals into actionable plans for marketing, sales, and service execution.
- Partner with Strategy and Marketing to optimize the value proposition, pricing, and go-to-market strategies for D2C offerings.
- Oversee the lead generation strategy and execution between Marketing and Product optimizing for CAC, quality of customers and number of customers.
- Oversee the team managing all inbound leads, ensuring exceptional customer experience, rapid response times, and strong conversion metrics.
- Define the overall strategy to manage inbound leads and outbound communications for the channel.
- Continuously optimize the sales funnel from awareness through application to funding, identifying friction points and opportunities for improvement.
- Work with marketing to define the nurture strategy and oversee execution. Optimize the direct-to-consumer journey including marketing support.
- Implement and monitor KPIs that measure lead quality, conversion, cost per acquisition, and customer satisfaction.
- Build and refine processes, tools, and training to enable efficient and consistent execution across the D2C funnel.
- Lead CRM and digital tool strategy and implementation to support scalability and performance.
- Ensure data quality, compliance, and regulatory adherence across all customer touchpoints.
- Champion digital transformation within the D2C business — leveraging automation, analytics, and new technologies (e.g., chatbots, AI lead scoring) to enhance efficiency and customer experience.
- Partner with Technology and Data teams to evolve the sales and marketing tech stack, enabling real-time insights and streamlined workflows.
- Lead, coach, and develop a high-performing team across sales operations, customer engagement, and marketing enablement.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Champion the voice of the customer and frontline teams across the organization.
- Work closely with Legal & Compliance, Credit, Product, and Marketing to ensure alignment on programs, policies, and brand standards.
- Serve as the business owner for all D2C initiatives, driving alignment and decision-making across multiple stakeholders.
Requirements
- Bachelor’s degree in Business, Marketing, Economics, or related field
- 10+ years of experience in direct-to-consumer leadership roles spanning sales, marketing, or operations; experience in financial services or fintech an asset.
- Ideally experience as a General Manager with many indirect relationships being managed.
- Proven track record in building and scaling high-performing D2C sales and marketing organizations.
- Deep experience with CRM systems (Microsoft Dynamics preferred), performance dashboards, and marketing/sales automation tools.
- Strong analytical, strategic, and financial acumen, with the ability to interpret data and translate insights into action.
- Demonstrated success leading cross-functional teams and managing multiple priorities in a fast-paced, growth-oriented environment.
- Excellent communication and leadership skills with the ability to influence at all levels.
Benefits
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
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