Sales enablement coordinator supporting Manulife’s life insurance sales operations. Managing campaigns, Salesforce reporting, advisor assignments, events, budgets, and onboarding.
About the role
- Sales Enablement Specialist managing Salesforce, SAP, and Power BI operations for ZEISS optical technology. Supporting customer accounts, pricing, reporting, and cross-functional sales processes.
Responsibilities
- Create, maintain, and update customer accounts across Salesforce, SAP, and DVI
- Coordinate account readiness with Sales, Finance, Customer Service, and Shipping
- Govern customer master data and maintain accurate, complete, and consistent records
- Support account changes, master data maintenance, data discrepancy resolution, duplicate record resolution, data quality reviews, and system cleanup
- Manage Partner Program account updates and related system administration
- Support sales operations, account setup, order coordination, and customer onboarding
- Coordinate ECP, VCS, and other sales support activities
- Track requests, manage follow-up activities, and ensure timely execution
- Create and maintain Power BI dashboards and prepare sales reports and analytics
- Deliver reporting and business insights for decision-making
- Support ad hoc reporting and data analysis
- Maintain and validate pricing information across business systems
- Act as central contact for sales operations inquiries and requests
- Coordinate activities across Sales, Finance, Customer Service, Shipping, Marketing, and other internal teams
- Communicate updates, facilitate issue resolution, and manage departmental handoffs
- Develop and maintain SOPs, process documentation, and training materials
- Identify opportunities to improve processes, automate activities, and increase operational efficiency
- Maintain operational knowledge repositories and support continuous improvement initiatives
Requirements
- Associate’s or Bachelor’s degree in Business Administration, Business Management, Computer Science, Mathematics, or a related field
- 1–3 years of experience in sales operations, customer service, account administration, business reporting, or related business functions
- Experience working with CRM, ERP, reporting, or customer management systems
- Experience creating reports and dashboards using Excel and Power BI preferred
- Basic understanding of SQL requests and data analysis highly preferred
- Experience working with Salesforce and SAP strongly preferred
- Basic understanding of optical lens products considered an asset
- Strong analytical and problem-solving skills
- Advanced Microsoft Excel skills
- Power BI reporting and dashboard maintenance experience preferred
- Strong organizational and multitasking abilities
- High attention to detail and commitment to data accuracy
- Excellent verbal and written communication skills
- Ability to work effectively across departments
- Strong customer service and relationship management skills
- Ability to manage competing priorities
- Process-oriented mindset focused on continuous improvement and automation
- Ability to learn new technologies and systems quickly
Benefits
- Performance bonus or sales commissions
- Medical plans
- Vision
- Dental
- RPP
- Employee Assistance Program
- Paid time off including vacation, personal, and sick days
- Barrier-free and accessible employment practices
- Code-protected accommodation through any stage of the recruitment process
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