Global Sales Operations Specialist supporting Salesforce, Revenue Cloud, contracting, and CRM data for Pursuit’s destination hospitality and attractions business.
About the role
- Senior Manager governing sales enablement, CRM, RFP workflows, and institutional campaigns for Sun Life Global Investments, a Canadian asset manager. Driving adoption, data quality, and cross-functional execution.
Responsibilities
- Develop and maintain the institutional sales enablement strategy, operating model, standards, and governance routines
- Design scalable playbooks, templates, workflows, scripts, onboarding resources, and adoption routines for Institutional Business Development and Client Relationship activities
- Own the sales activation framework, calendar, campaign enablement approach, and feedback loops with Marketing and Product
- Measure enablement effectiveness, adoption, data quality, activity trends, and process consistency
- Partner with Marketing to develop and govern institutional collateral, campaign materials, market updates, messaging architecture, toolkit standards, and version control
- Own the sales enablement toolkit, including onboarding materials, training resources, playbooks, scripts, pitch support, and standard collateral
- Govern content distribution processes for institutional sales materials, product updates, and client communications
- Own workflow management operating model, intake rules, prioritization criteria, workflow standards, and reporting routines
- Govern CRM standards, required fields, reporting definitions, dashboard logic, adoption routines, and data-quality expectations
- Own RFP response platform governance, content library standards, workflow design, SME engagement model, and continuous improvement roadmap
- Identify, test, govern, and scale responsible AI-enabled solutions
- Establish and maintain institutional data standards, reporting definitions, quality expectations, and governance routines
- Develop recurring process documentation, business routines, and enablement reporting standards
- Partner with Legal, Compliance, Portfolio Management, Product, Marketing, Operations, and Innovation to meet regulatory, brand, governance, and operational requirements
- Align priorities, clarify decision rights, and improve accountability across institutional sales enablement activities
- Report to the Director, Institutional Sales Enablement
- Day-to-day request fulfilment, client/prospect customization, presentation assembly, live RFP coordination, report production, and service delivery are owned by Institutional Sales Support
Requirements
- Bachelor’s degree in business, marketing, finance, or a related field
- 5–7+ years of experience in sales enablement, institutional sales, marketing, business operations, platform governance, or related roles within financial services, asset management, or the institutional market
- Strong understanding of institutional investment products, Canadian pension and retirement markets, and the needs of plan sponsors, consultants, group advisors, and institutional clients
- Proficiency with sales enablement, CRM, workflow, RFP, and collaboration platforms
- Experience supporting platform adoption, governance routines, reporting standards, and process improvement
- Practical understanding of responsible AI applications for sales workflows, content development, reporting, process consistency, and client engagement
- Excellent project management, analytical, problem-solving, communication, and stakeholder-management skills
- Ability to influence cross-functional partners, manage competing priorities, clarify decision rights, and drive adoption, governance, and process consistency in a fast-paced, matrixed environment
- Strong commercial orientation and client focus
- Experience building credibility with internal partners and understanding institutional clients, consultants, group advisors, and plan sponsors
- Assets: experience with institutional investment databases, sales enablement platforms, CRM systems, workflow tools, RFP platforms, or similar institutional data and technology environments
- Assets: knowledge of Canadian pension industry fundamentals, retirement plan governance, consultant relations, and institutional investor decision-making processes
- Assets: Certified Investment Manager designation, CFA designation or enrollment, or equivalent investment industry credential
- Assets: project management certification or demonstrated experience designing scalable workflows, governance routines, and cross-functional operating practices
- Assets: experience in a matrixed, shared-services, or cross-functional enablement model
Benefits
- Hybrid work arrangement with flexibility to work from the office and virtually
- Incentive plans for eligible employees, with discretionary payments based on individual and company performance
- Sales incentive plans for certain sales-focused roles, based on individual or group sales results
- Accommodation support during the application process
- Diverse and inclusive workplace
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