Director leading customer self-service and agent-efficiency automation for EQ Bank, Canada’s challenger bank. Driving AI, CRM, knowledge, and telephony strategies to improve customer outcomes.
Responsibilities
Lead and execute the strategic vision of customer self-service and agent efficiency initiatives
Develop and implement short-term tactical solutions and long-term strategic roadmaps
Leverage AI, Agentic AI, CRM, knowledge and telephony platforms, cloud solutions, and API integrations
Enhance customer experience, optimize operational costs, and improve agent productivity
Prioritize and execute the channel automation and knowledge strategy for EQB’s PCF support ecosystem
Identify, evaluate, and champion innovative technologies
Build relationships with senior leadership across Lines of Business and translate priorities into automation initiatives
Present to executive stakeholders to secure buy-in, resources, and alignment
Partner with technology teams to translate business needs into technical requirements
Oversee technology vendor relationships, contracts, obligations, and strategic partnerships
Lead and mentor a high-performing team including a Director and Senior Managers
Foster innovation and drive professional development
Requirements
Bachelors in Business Administration or Management
8-10 years of progressive experience across diverse areas of business, including product, customer support, data management, and project management
8+ years Financial Services experience or experience in a regulated environment
4+ years people leadership experience including hiring, mentoring and team development
PMP, Six Sigma, ITIL would help support this role
Conversational AI technology, CRM tools, Knowledge tools, and Telephony experience
Experience overseeing Salesforce, Zendesk, Genesys, AWS Connect, and Ada
Excellent analytical skills and ability to manage and prioritize competing priorities
Willingness to seek out knowledge to improve the organization and team
Customer and Agent experience focus
Exceptional communication skills
Jira, Confluence, Copilot, Excel, and Figma expertise
Successful completion of a criminal background check and credit check
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
Barrier-free recruitment process and work environment
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