Hybrid Director, Performance Management

Posted 5 hours ago

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About the role

  • Lead the Performance Management team to deliver performance insights and reporting for CAS.
  • Work with sales leaders to develop and manage the sales plans for each business.
  • Build and evolve a reporting ecosystem covering: Sales and financial performance, operational tracking for sales productivity and client experience, Risk & Compliance metrics in partnership with risk teams.
  • Own executive-level reporting, including Quarterly Function Reviews (QFR) and support for Quarterly Business Reviews (QBR).
  • Track, measure, and monitor performance against sales plans and maintain CAS KPIs aligned to growth objectives.
  • Enhance advisor/agent-level reporting and expand reporting support for Pinnacle and FSC.
  • Support sales leaders and HR with sales compensation and incentive programs.
  • Collaborate with CAS leaders and key stakeholders to ensure alignment around reporting and shared success.
  • Drive innovation and continuous improvement, leveraging AI and analytics to improve efficiency and insights.

Requirements

  • 10+ years of experience in sales performance management, analytics, or similar leadership roles in complex organizations.
  • Strong background in financial analysis and data management.
  • Experience creating financial and performance models.
  • Proficiency with data and reporting tools, including managing large data sets and building dashboards in tools like Power BI.
  • Proven leadership experience, including managing teams.
  • Expertise in turning data into actionable insights that drive business growth.
  • Experience defining and managing sales targets and KPIs, and tracking performance across large, complex sales organizations.
  • Understanding of sales operations, including financial reporting, performance metrics, and incentive program design and administration.
  • Ability to build strong relationships and collaborate across multiple teams and levels.
  • Strong communication and influencing skills.

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Bonuses
  • Wellness programs

Job title

Director, Performance Management

Job type

Experience level

Lead

Salary

CA$102,300 - CA$187,700 per year

Degree requirement

Bachelor's Degree

Location requirements

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