Sales Operations Consultant

Why this role is important to us

We’re building our North America commercial engine, and we need a sharp, curious Sales Operations Consultant to help us do it right. You’ll be the operational anchor for our NA Sales and Customer Success teams, sitting at the intersection of data, process, and people. Reporting to the Head of Sales Operations, you’ll join a Global Commercial Operations team and own the NA sales operations function end to end: maintaining data quality in Salesforce, delivering analysis and insights to the regional Sales leader, supporting Sales in adhering to processes, and designing process improvements that can be standardised and rolled out globally.

• Own the accuracy and integrity of opportunity and quote data across the NA pipeline in Salesforce, by working with sales and supporting pipeline calls.
• Perform regular audits and data cleansing to identify and resolve discrepancies across systems.
• Act as the point of escalation for opportunity and quote‑related issues, working to resolve problems quickly and thoroughly.
• Ensure all records are created, tracked, and stored in line with internal standards and compliance requirements.
• Analyse sales and operational data to identify trends, gaps, and opportunities, translating findings into clear, actionable recommendations.
• Build and maintain Salesforce dashboards and reports to give the NA Sales leaders the insights they need to manage the pipeline effectively.
• Design and document process improvements that can be standardised and implemented globally, partnering with Commercial Operations, Finance, Sales, and Customer Success to drive adoption.
• Provide timely, high‑quality support to the NA Sales and Customer Success teams, ensuring they have the tools and information to create and present accurate quotes.
• Work closely with Finance and Legal to ensure alignment across the lead‑to‑contract process.
• Ensure all quotes comply with internal policies, guidelines, and regulatory requirements.

• 3–5 years in a sales operations, revenue operations, or quote‑to‑cash support role, preferably in a SaaS or technology company.
• Hands‑on experience with Salesforce CRM, including data management, reporting, and issue resolution.
• Salesforce Administrator certification is a plus.
• Familiarity with the end‑to‑end lead‑to‑contract lifecycle, including opportunity management, quote creation, and contract analysis.
• Exposure to financial services or investment management is an advantage.
• Strong analytical skills and attention to detail — tenacious at root‑cause analysis and comfortable working through complex data and processes.
• Proactive in anticipating the needs of the sales team and finding solutions before problems escalated.
• Ability to build trusted relationships across sales, finance, customer success, and technology stakeholders at all levels.
• Strong written and verbal communication skills in English; comfortable presenting findings and recommendations to senior stakeholders.
• Excellent time management and the ability to manage competing priorities in a fast‑paced, global environment.
• Proficiency in Microsoft Office Suite;
  Salesforce and AI tooling.

• Attractive salary, bonus scheme and pension.
• Good work and life balance: flexible working hours and a hybrid model.
• Opportunities for professional development: an individual approach to professional development to support the direction you want to take.
• Immediate cohesion with a global team of 4,000+ colleagues from a broad range of nationalities, educations and professional experiences.
• Competitive relocation and domestic support for Toronto‑only role: salary range $129,280 – 179,280
  
  CAD.
• Health and dental care, time off and Group RRSP/TFSA.

Sim Corp is an equal opportunity employer and welcomes applicants from all backgrounds, without regard to race, gender, age, disability, or any other protected status under applicable law. We are committed to building a culture where diverse perspectives and expertise are integrated into our everyday work.

For over 50 years, we have worked closely with investment and asset managers to become the world’s leading provider of integrated investment management solutions. Sim Corp is a global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services and partner ecosystem.