Enablement Lead

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting‑edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human‑centric collaboration with AI‑driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

The Enablement Lead is a hybrid strategic and technical role responsible for transforming Salesforce into the primary operating system for Flexiti’s merchant partnerships. Sitting within the Merchant Enablement team, this role owns the end‑to‑end architecture of our partner lifecycle—from prospect acquisition to ongoing account management. You will be the architect and executor of our "Single Source of Truth," centralizing the flow, merchant data and contract life cycles into a high‑functioning CRM ecosystem.

• Salesforce Architecture & Development:
  Design and build custom objects, complex Flows, and technical pathways to map Flexiti’s unique B2B2C business model.
• Contract Repository Centralization:
  Lead the migration of historical and forward‑flow contracts into a centralized Salesforce hub.
• Automated Lifecycle Management:
  Configure proactive renewal alerts and "Special Termination" watch‑flows to ensure zero missed deadlines.
• Cross‑Functional Integration:
  Serve as the technical bridge between Sales, Account Management, and Operations while investigating enterprise‑wide tooling to ensure best‑in‑class solutions.
• Next‑Gen Tech Implementation:
  Leverage AI tooling and build seamless connection points between Salesforce and external platforms like Slack, Coda, etc., to automate workflows and team updates.
• Data Governance:
  Establish and enforce data hygiene standards and validation rules, publishing weekly reports to ensure portfolio health scores remain accurate.
• Strategic Account Planning Framework:
  Build tools—such as Account Health Scores and M /Q  preparation reports—that enable Account Managers to use Salesforce as a daily planning tool to prioritize high‑risk or high‑growth merchants.

• Advanced Salesforce Expertise:
  Proven experience configuring Salesforce, including deep knowledge of Flow Builder, custom architectural design, and data migration.
• Business Acumen:
  Ability to translate high‑level growth needs into technical requirements that support merchant acquisition and retention.
• Project Management:
  Experience leading implementation roadmaps from discovery through to UAT and go‑live.
• Technical Literacy:
  Skilled in API integrations and exploring the application of AI tools (both native CRM AI and external agents) to drive operational efficiency.
• Communication:
  Strong cross‑functional leadership and communication skills.

• Base salary range: $80,000 - $100,000

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.