Executive Director leading franchise operations for innovative exchange platform focusing on structured growth and governance. Involves multi - team leadership and national expansion strategy.
About the role
- Director of Performance Management leading insights and reporting processes at Canada Life. Driving innovation in sales performance management by leveraging AI and analytics for growth.
Responsibilities
- 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
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