Analyst in Sales Technology Optimization

Position: Analyst Role in Sales Technology Optimization
CI Financial seeks an Analyst focused on optimizing sales technology and enhancing team collaboration. This role combines Salesforce expertise with an innovative approach to sales processes.

As part of the Distribution Enablement team, your responsibilities will include supporting and optimizing sales tools, developing knowledge resources, and implementing process improvements across the organization. Your collaboration with various partners will drive critical initiatives and ensure effective execution of sales strategies.

Key Responsibilities:

• Optimize key sales tools like Salesforce and Seismic

• Build and maintain a centralized training library

• Ensure accurate content in sales enablement applications

• Perform gap analyses and propose actionable solutions

• Lead identification and execution of project deliverables

Requirements:

• At least 1 year experience in financial services industry

• Strong knowledge of Salesforce;
Seismic experience is a plus

• Excellent instructional and presentation skills

• Proven analytical and problem-solving capabilities

• High proficiency in Microsoft Excel functionalities

Enhance your career by applying your skills in Salesforce and process optimization at CI Financial.
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