Financial Services Operations Analyst owning product operations, launches, testing, and controls at Wave. Supporting financial products that help small businesses thrive.
About the role
- Operational Excellence Lead aligning sales, marketing, digital, and supporting teams. Driving KPI-based execution for Softchoice’s cloud, AI, software, and digital workplace solutions.
Responsibilities
- Own end-to-end execution across the Territory Sales Division’s sales, pre-sales, marketing, digital, and supporting teams
- Translate VP strategy and annual priorities into integrated execution plans with milestones, accountabilities, and success criteria
- Resolve cross-team handoffs, conflicts, and gaps and escalate decisions with recommendations
- Represent TSD in enterprise forums and shape support for the division
- Define success lanes, measurables, KPI frameworks, dashboards, data sources, targets, and reporting cadence
- Analyze performance, identify root causes and risks, recommend corrective action, and quantify business impact
- Run weekly touch points with teams and engines to review progress, blockers, and commitments
- Present KPIs and outputs to TSD leadership and the VP weekly
- Track actions to completion and own executive narratives for monthly and quarterly business reviews
- Own the SMB marketing calendar, campaigns, events, and offers
- Align marketing activity with sales priorities, pipeline, and revenue targets
- Build e-commerce strategy into customer calls and partner on conversion, adoption, and customer experience
- Measure campaign and program impact on pipeline, conversion, and revenue
- Lead process improvement, standard playbooks, best practices, and change management for tools, programs, and AI-enabled practices
- Mentor and share best practices with peers in operations and program roles
Requirements
- 8+ years of progressive experience in business operations, sales or marketing operations, strategy, or program management
- 4+ years leading complex, cross-functional initiatives in a technology, software, cloud, or services organization
- Proven ability to drive execution across multiple teams and engines without direct authority, including at director level
- Experience designing KPI frameworks and executive dashboards and presenting performance and recommendations to senior leaders
- Strong working knowledge of SMB sales and marketing, including campaign planning, demand generation, and e-commerce or digital selling
- Strong analytical skills
- Proficiency in CRM systems such as Salesforce, BI tools such as Power BI or Tableau, and Excel
- Advanced program and change management skills
- PMP, Lean Six Sigma, or similar certification is an asset
- Executive presence and exceptional written and verbal communication
- Bachelor’s degree in business, marketing, or a related field required
- MBA or equivalent experience preferred
Benefits
- Flexibility to plan workdays in a way that suits you best
- Competitive benefits starting on day one
- Career development and advancement opportunities
- Collaborative, supportive, and innovative work environment
- Inclusive culture supporting authenticity and belonging
- Interview and employment accommodation
- Remote onboarding
- Digital interviewing
- Criminal record check, education verification, and reference checks
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