Sales Solution Analyst

We are hiring for this position out of our Toronto office. Successful candidates who apply outside of this area will be expected to relocate and reside in a location that is within a commutable distance.

Are you someone who thrives on bringing structure to complexity? Do you enjoy organizing information, designing process efficiencies, coordinating across stakeholders, and ensuring nothing falls through the cracks? If you're naturally detail-oriented, curious, exceptionally organized, and enjoy turning ideas into actionable solutions, this opportunity may be a great fit.

• Coordinate and support client onboarding and sales-related administrative processes, ensuring requests, documentation, and system updates are completed accurately and on time.
• Prepare, review, and maintain key client and solution documentation, performing quality assurance checks to ensure information is complete, accurate, and aligned across systems and repositories.
• Manage and maintain records within tools such as JIRA and Confluence, ensuring activities, documentation, and status updates are current and well organized.
• Organize meetings and working sessions by scheduling invitations, preparing materials, capturing notes, documenting action items, and following up on outstanding deliverables.
• Maintain team knowledge repositories, process documentation, and supporting resources to ensure information is accessible, accurate, and up to date.
• Act as a key coordination point between clients and internal stakeholders, helping facilitate communication and ensuring requests are directed to the appropriate teams.
• Monitor and track activities across multiple work streams, escalating risks, issues, or dependencies when appropriate and helping ensure commitments are delivered as expected.
• Support process improvement initiatives by identifying opportunities to simplify workflows, improve documentation standards, and enhance operational efficiency.
• Leverage strong organizational skills and attention to detail to ensure tasks are completed accurately, deadlines are met, and stakeholders remain informed throughout the lifecycle of an initiative.
• Drive change and improvement by taking initiative to solve problems and enhance processes within a fast-paced environment.

• 1-4 years of experience in an Analyst, Coordinator, Operations, Project Support, Client Support, Business Support, or similar role.
• Bachelor's degree in a related field such as Business, Information Technology, Communications, Project Management, or a related discipline is considered an asset.
• Exceptional organizational skills with a strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Experience coordinating meetings, capturing key discussion points, tracking action items, and maintaining accurate project or team documentation.
• Strong problem-solving and critical thinking skills, with the ability to identify issues, analyze information, and support the development of practical solutions.
• Strong documentation skills with the ability to create, maintain, and organize process documentation, repositories, and operational records.
• Excellent written and verbal communication skills, with the ability to interact professionally and confidently with clients and internal stakeholders (technical and non-technical).
• Demonstrated ability to build effective working relationships, collaborate across teams, and support stakeholders with a customer-focused mindset.
• Proven ability to facilitate discussions, gather requirements, and collaborate effectively with diverse stakeholder groups to generate actionable insights.
• Self-motivated, proactive, and eager to learn, with a willingness to take ownership of tasks and continuously improve processes and ways of working.
• Experience working with collaboration and workflow tools such as JIRA, Confluence, Adobe Acrobat
• Proficiency with the Microsoft Office applications, including Outlook, Excel, Word, PowerPoint, Power BI
• Experience working with identity and access management tools such as AdminUI; familiarity with APIs is considered an asset
• Experience working with CRM platforms such as Dynamics 365, or familiarity with sales and customer lifecycle processes, is considered an asset.

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary and Toronto, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four core behaviors:
Grit to Grow
, Connect to Collaborate
, Putting Clients First
, and Owning the Outcome
. We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians. Above all, we value people, build meaningful relationships, focus on individual strengths, and approach our work with…