Senior Pension Analyst managing Canadian retirement programs for active and former colleagues at Manulife. Focusing on administration, compliance, and management of retirement plans.
Responsibilities
- Process deal requests from intake to final documentation, ensuring ≥90% delivered within SLA (target: one business day).
- Apply approved pricing rules and contract templates with zero critical errors; escalate exceptions per defined workflows.
- Prepare and finalize order forms and SOWs in coordination with Legal.
- Maintain accurate and auditable records in the system of record (Ironclad or equivalent).
- Create and maintain SOPs, templates, and training materials for deal processing.
- Partner with Sales, Finance, and Legal to ensure smooth, consistent deal execution.
- Contribute to process improvements and automation opportunities to increase efficiency.
- Help onboard and train future team members as the Deal Desk function scales.
Requirements
- 3–6 years of experience in a process-driven operational role (Deal Desk, Sales Operations, Order Management, Revenue Operations, or Finance Operations).
- Experience in high-volume, SLA-driven environments (BPO, shared services, or global ops teams).
- Strong attention to detail and ability to catch errors in pricing, bundles, or contract terms.
- Clear, professional written and verbal communication skills.
- Demonstrated ability to document processes, SOPs, and templates.
- Familiarity with Salesforce, contract lifecycle management tools (Ironclad or similar), or equivalent workflow systems.
- A service-oriented mindset — views AEs and stakeholders as internal customers and delivers accordingly.
Benefits
- Employer paid group health insurance for you and your dependents
- 401(k) plan with employer match (or equivalent for non US-based roles)
- Flexible paid time off
- Regular company-wide in-person events
- Home office stipend, and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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