RESL Support Lead managing client sales and support processes at CIBC. Supporting Mortgage Advisors and ensuring an effective client experience via coordination of lending processes.
About the role
- Director, Sales Enablement at Acrisure empowering Client Advisors with systems and tools. Collaborating cross-functionally to drive organic revenue growth and operational efficiencies.
Responsibilities
- Design, manage, and optimize a cutting-edge Sales & Marketing Technology stack through cross-functional collaboration
- Empower Client Advisors with best-in-class technology to accurately identify high-value new client opportunities
- Enhance competitive positioning and foster superior long-term relationships
- Partner with Growth Analytics and Product teams to manage critical KPI Dashboards and develop custom analytics models
- Translate data into actionable insights to proactively identify significant opportunities for market growth and operational improvement
- Lead the build-out and management of a robust Competitor Market Intelligence Program
- Gather, synthesize, and disseminate real-time, actionable market research, trends, and competitor insights to the field organization
- Contribute to the strategic formulation and operational execution of integrated cross-sell and upsell initiatives
- Establish and track success metrics to maximize client retention, increase Client Lifetime Value (CLV), and expand solution adoption across the client base
- Provide analytical and design support for Client Advisor incentive and performance management programs
- Act as the primary analytical liaison for the Performance Marketing team
Requirements
- Highly organized and detail-oriented with excellent project coordination skills
- Comfortable partnering cross-functionally to support multiple stakeholders and is a creative problem solver
- Strong understanding of financial statements
- Strong Excel and financial modeling skills
- Strong business acumen, work ethic and grit
- Bachelor’s degree required
- Will consider 5+ years relevant experience in lieu of Bachelor’s degree
- Business, Finance, Accounting or related major preferred
- 3-7 years of experience in investment banking (Associate+), consulting, corporate finance, tech startups, sales enablement, market or related functions
- 2+ years demonstrated leadership experience through formally or informally leading people/projects
- 2+ years demonstrated experience with financial statements, custom analytics and/or financial modeling
- Insurance, financial services and/or competitor market intelligence experience preferred but not required
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Sales Performance & Channel Specialist analyzing B2B performance data for Westconnect GmbH. Collaborating with teams and preparing management reports in a hybrid work environment.
Director of Indirect Sales responsible for driving growth and profitability in Controls markets across Europe. Collaborating with sales teams and partners to enhance market share and revenue.
Servicetechniker inspecting and maintaining storage systems for BITO in Germany. Involves customer communication and technical problem - solving for effective service delivery.
Sales Professional at MEDIMAX engaging customers in technology sales. Responsible for customer consulting and ensuring a compelling sales environment in the store.
Student worker in sales at Renneberg focusing on CRM data and marketing initiatives. Engaging in various tasks including reporting and presentations in a hybrid work setting.
BG
Trainee in construction financing consulting developing individual financial solutions. Building long - term client relationships without cold acquisition in a structured program with mentoring.
Sales Manager responsible for market position expansion in Franken/Oberpfalz region for an international wholesaler of woodworking supplies. Engaging with existing and new customers to achieve sales targets.
Team Lead, Sales at Crocs responsible for outstanding consumer experiences and team management in retail setting. Actively engages in store operations and brand promotion.
Seasonal Sales Associate crafting unforgettable experiences at Crocs during peak seasons. Assisting in - store promotions and customer interactions while exceeding sales goals.