Revenue Enablement Manager scaling enablement across sales and customer success at Float, Canada’s intelligent financial operating system. Building learning programs, methodology reinforcement, launch readiness, and measurement infrastructure.
About the role
- Revenue Operations Coordinator managing Salesforce data, reporting, and CASL compliance for Canadian investment manager PICTON Investments. Supporting sales, marketing, and CRM operations.
Responsibilities
- Perform data entry and administration within Salesforce, supporting marketing insights, client information, and sales activities
- Build and maintain standard Salesforce reports and dashboards for sales teams
- Prepare clean, validated data for Revenue Operations executive and KPI reporting
- Maintain and update CASL consents to ensure compliance
- Monitor data quality and resolve inconsistencies
- Escalate data model or reporting logic issues to CRM Engineering and senior team members
- Support CRM user requests, including troubleshooting and access management
- Document processes and maintain data standards
- Provide occasional administrative support to Sales Support and Marketing
- Partner cross-departmentally to keep client and prospect data accurate, compliant, and aligned with business goals
Requirements
- Undergraduate degree in business, finance, information systems, or a related discipline
- 1–2 years of experience in an administrative, operations, or data support role, preferably in financial services
- Intermediate to advanced Excel skills
- Experience with Salesforce reporting is an asset
- Strong written and verbal communication skills
- Strong organizational and prioritization skills
- Exceptional attention to detail
- Ability to work independently and collaboratively in a team environment
Benefits
- Equity ownership program opportunities for top performers
- Profit sharing
- Health and wellness coverage
- Life and disability insurance
- Paid time off and holidays
- Learning and development programs
- Flexible work environment
- Corporate fitness reimbursement and discounts
- VersaFi memberships
- PICTON Investment Counseling and portfolio management services
- Volunteer and charitable donation matching
- Maternity and parental leave top-up
- Recognition awards
- Semi-annual performance bonuses
- Minimum 15 days annual vacation
- Training and development reimbursement
- Extensive health and dental benefits
- Healthcare spending account
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