Senior Analyst, Sales Technology
Job Description:
Grade: P6Referral Level: Level 1
Division: MI Retail Distribution
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Description
We are hiring a Senior Analyst, Sales Technology to support the Mackenzie Retail and Strategic Partnerships Distribution strategic priorities and tactics that are enabled by our CRM and sales technology platforms. We are continuously investing in and evolving our CRM platform (Salesforce) and related applications with a focus on driving sales activity, tracking the effectiveness of our programs, and creating a strong sales culture. Our team objectives are to:
- Increase productivity of the sales team
- Improve sales effectiveness
- Increase breadth and depth of advisor coverage and product/asset category penetration
- Evolve our Wholesaling model as new opportunities arise
Reporting to the Director, Sales Technologies, this role will collaborate with internal partners to support project delivery, change management, and continuous improvement activities. They will support the adoption of sales technologies and tools through day-to-day support for Salesforce.com and related applications (i.e., Engage, Seismic, Concur, InvestorCOM, CapIntel, RingCentral, etc.) to maximize the impact of Mackenzie’s investment in digital sales tools and analytics.
Accountabilities
Collaborate with Key Partners:
- Support the Product Owners (Salesforce & CRM, and Analytics), cross-functional project team members, and other stakeholders on sales technology initiatives
- Collaborate with users, leaders, and other key partners to understand and capture opportunities for continuous improvement, providing this insight to the Product Owners and Director, Sales Technologies
- Manage intake of feedback, requests, inquiries from sales teams / leaders to capture opportunities for continuous improvement or training, and providing insights to the Learning and Development Team, Product Owner(s) and Director, Sales Technologies
- Provide input, and working with the Product Owner(s), for their backlogs of new work to be prioritized
Support Change Management and Adoption Activities:
- Collaborate with Learning & Development, Product Owners, and Sales Leadership to support and communicate change management, training opportunities, adoption activities related to sales technology and analytics
- Leverage various channels and relationships with the sales teams to identify user adoption gaps with our Sales Technologies and create plans/tactics to improve adoption
- Create and maintain a resources and a variety of tactics, that support process adherence & ongoing adoption of our sales reporting, technologies, and tools (i.e., ‘how-to’ videos, job aids, WalkMe, info/support sessions, communications) Deliver monthly scorecard of sales tool adoption; provide insights to share/discuss with sales leadership to develop action plans
- Provide troubleshooting support, including triaging and responding to inquiries from sales teams and other users, while identifying significant issues or themes, and escalating to Sales Leadership, Product Owner(s) and/or other key business partners
- Logging production issues and working with the development team, Product Owner to resolve issues, on behalf of the sales team users
- Execute changes to the Salesforce.com platform and other technologies, as required
- Support onboarding/offboarding of users from our applications and work to identify and implement process improvement opportunities
The following requirements will assist the successful candidate:
- Results oriented mindset:Ability to meet strict deadlines and set high goals and standards for oneself and team
- Experience in a Sales environment:4+ years’ experience within a sales environment; Experience in Financial Services or Asset Management is an asset but not required
- Communication: A great storyteller with excellent written and oral communication, and the ability to interact effectively with sales teams, business partners and senior leadership
- Relationship management: Ability to establish and maintain strong working relationships with sales teams, senior leaders, and internal partners across the firm
- Education:Related post-secondary education
- Organization:Ability to analyze data, coordinate and execute multiple initiatives and projects simultaneously assigning the proper priority.
- Experience working with Salesforce.com is an asset
- Proficiency with Microsoft Office applications, Word, Excel and PowerPoint, Visio
- Passion for analysis and solving problems with creative solutions
- Proactive and self-motivated with strong problem solving and sound decision-making abilities
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by January 21, 2025.
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