Sales Operations Executive central to supporting brokers and internal teams for SmartestEnergy. Building relationships and enhancing processes for operational efficiency in the Worthing office.
About the role
- Lead operational excellence as a Business Intelligence Supervisor at Glassroom. Collaborate across Montreal and Toronto, ensuring process accuracy and client trust.
Responsibilities
- Management & Optimization of Financial Integrity and the “Each Dollar Counts” standard:
- Transparent Billing: Oversee the end-to-end billing cycle with a zero-error mindset.
- Accurate Reconciliation (Prisma): Lead the monthly digital reconciliation process.
- You will actively supervise teams managing discrepancies between Prisma and ad servers (e.g., CM360).
- WIP and Revenue Management: Manage Work in Progress (TAF) and revenue recognition to ensure our internal financial health reflects the success we deliver to clients.
- Operational Excellence and Technology Stack
- Systems Mastery: Serve as the agency Subject Matter Expert for Mediaocean (Spectra/Aura) and Prisma.
- You will ensure these systems are configured to track actuals accurately, enabling real-time investment tracking.
- Process Optimization: Continuously audit our Estimate-to-Pay workflows.
- You will remove inefficiencies and administrative burden so teams spend less time on manual entry and more time on client strategy.
- We expect you to make proactive recommendations for operational excellence and new tools.
- Vendor Management: Manage the operational side of our partnerships, ensuring costs are passed through and audited accurately.
- Commercial Health & Client Compliance
- Client Management: Collaborate with Account Leads to review client C/Ps and reporting.
- You will flag when we over- or under-utilize resources to ensure a sustainable business model.
- Audit Readiness: Maintain records and processes in an audit-ready state at all times, ensuring that if a client asks to see where their money went, we can show it to them down to the penny, instantly.
Requirements
- Bilingualism: Professional proficiency in French and English (written and verbal), able to navigate complex financial discussions across the Montreal and Toronto markets.
- Experience: 4+ years of experience in operational excellence.
- Industry Experience: Experience in the creative industry, technology, or accounting/finance is required.
- Proven track record of improving margins and workflow efficiency.
- Analytical Rigor: Advanced Excel skills (PivotTables, VLOOKUP) and comfort working with large datasets.
Benefits
- Hybrid Work: A balanced model with 3 days in the office for team connection and 2 days remote.
- Generous Time Off: 3 weeks of annual vacation plus agency closure during the holiday season.
- Personal Days & Holidays: Enhanced holiday policy (public holidays doubled) + 5 personal days to take care of yourself + 1 volunteer day to give back to the community.
- Comprehensive Health: Group benefits plan (life, prescription drugs, dental, paramedical, travel...) with 3 coverage options.
- Active Wellbeing: $250 per year reimbursed for fitness activities or home fitness equipment.
- Green Commute: Discounts on Bixi and Opus passes to support your travel.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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