Position: Senior Manager, Treasury Operations & Reporting, 12 month term-(Hybrid)
What we offer:
Work-life flexibility
Hybrid work environment
Variable annual incentive plan
Generous annual vacation allotment
Top-notch flexible benefits plan including family building and gender affirmation
Retirement Plan, matched contributions at 6%
Access to a learning platform and educational assistance support
Access to a virtual wellness platform
Career development opportunities
Wellness Flex Fund to support personal interest and activities
Day off to volunteer in your community and other paid time off options
Corporate discounts
* subject to employment agreement
Job Summary:
The Senior Manager, Treasury Operations & Reporting is a key driver of growth at Central 1, leading client onboarding, operational execution, reporting, and CRM excellence in support of Treasury Client Sales.
In this role, you’ll own the end-to-end onboarding experience ensuring a seamless, client-focused journey while maintaining high-quality Salesforce data to enable strong insights and decision-making. This is a great opportunity to make a direct impact, improve processes, and contribute to a collaborative, high-performing team.
What you’ll be doing:
Client Onboarding and Documentation Management:
Lead all client onboarding activities for the Treasury Client Sales and New Business team, ensuring a seamless, timely, and well-controlled experience for clients and internal stakeholdersManage client document requirements, including preparing, completing, organizing, tracking, and maintaining onboarding documents and related recordsCoordinate with internal partners to confirm client setup requirements, product readiness, approvals, and operational handoffsMonitor onboarding progress, identify delays or gaps, and proactively resolve issues to support growth and new business development objectivesReporting, Dashboards and Business Insights:
Create, develop, and maintain new reports and dashboards based on the evolving needs of the teamProvide reporting on opportunities, pipeline activity, client onboarding status, business development initiatives, and team prioritiesTranslate requests from the Head, Treasury Client Sales and New Business into actionable reporting outputs, insights, and delivery timelines.Use data and reporting to identify trends, support decision-making, and enable growth and new business developmentCRM and Salesforce Management:
Own day-to-day CRM activity for the team and ensure Salesforce is maintained as the source of truth for client, opportunity, pipeline, and activity informationEnsure all client and opportunity records are accurate, complete, current, and consistently updatedEstablish and reinforce CRM standards, data hygiene expectations, reporting cadence, and follow-up processesPartner with team members to improve Salesforce adoption, data quality, and visibility into business development activityClient Communications and Distribution Management:
Draft clear, professional, and client-ready communications on behalf of the Treasury Client Sales and New Business teamManage client distribution lists, ensuring contacts are accurate, current, appropriately segmented, and aligned to communication objectivesCoordinate communications related to onboarding, business development initiatives, client updates, and team prioritiesEnsure communications are accurate, appropriately reviewed, and delivered in a timely and professional mannerOperations Coordination and Delivery:
Coordinate and manage operational activities that support client onboarding, business development execution, reporting, and team deliveryDevelop practical processes, trackers, workflows, and routines that improve team organization, visibility, and accountabilityMonitor key deliverables, follow up on outstanding items, and escalate risks or dependencies as requiredSupport the Head, Treasury Client Sales and New Business by taking requests from concept to execution with limited directionAutomation, Process Improvement and Technical Enablement:
Identify opportunities to automate manual reporting, reduce repetitive work, and improve the accuracy and timeliness of team outputsApply technical expertise to build scalable reporting tools, dashboards, templates, and process improvementsRecommend enhancements to systems, workflows, and data structures that strengthen operational effectiveness and insight generationSupport a continuous improvement mindset by challenging current processes and implementing practical solutionsRisk, Controls and Data Quality:
Ensure onboarding documentation,…
