The Opportunity:We're looking for a Sales Strategy and Operations Leader to join our Strategic Partnerships and Priority Clients team.
Reporting to the VP, Strategic Partnerships and Priority Clients, the Sales Strategy and Operations Leader is responsible for enabling the Direct Investing sales organization to consistently deliver against plan by aligning targets, activity, pipeline execution, skills, processes, and technology.
The Sales Strategy and Operations Leader supports the sales strategy, sales target setting support, achievement-to-plan management, activity alignment, pipeline health and velocity assessment, progress tracking, coaching, training, onboarding, and the sales technology roadmap. This role also serves as the key representative and voice of the Direct Investing sales team for enterprise innovation initiatives, workshops, pilots, and cross-functional programs-ensuring sales input is centralized, actionable, and effectively represented.
This position plays a critical leadership role in driving clarity, focus, accountability, consistent execution, and continuous improvement across the sales team.
As one
aviso:- We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
- We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
- We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
- We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve
What your day looks like:- Own the monthly and quarterly sales reporting cycle, ensuring timely, accurate, and executive-ready reporting on sales performance, pipeline health, target achievement, incentive progress, risks, and opportunities
- Establish and lead monthly business reviews with the leadership team, translating performance data into clear insights, decisions, actions, and follow-up accountability
- Lead sales target setting, achievement-to-plan governance, forecasting discipline, incentive achievement tracking, and coaching recommendations that support consistent execution against business objectives
- Drive CRM implementation, adoption, governance, data quality, usage discipline, and reporting integration, ensuring the platform becomes the single source of truth for sales activity, pipeline, relationship management, and performance visibility
- Develop executive-level presentations, dashboards, and briefing materials for leadership meetings, steering committees, and cross-functional governance forums
- Lead onboarding and training of new hires, including sales process education, CRM usage, reporting expectations, playbooks, partner context, and coaching plans to accelerate productivity
- Manage, coach, and develop direct report(s), with the potential to expand people leadership responsibilities as the sales strategy and operations function scales
- Translate sales strategy into scalable operating models that connect activity, pipeline generation, deal progression, partner engagement, client outcomes, and revenue performance
- Represent Sales in enterprise initiatives, workshops, pilots, and cross-functional programs, consolidating feedback, shaping recommendations, and ensuring sales priorities influence business decisions
Supplemental (as required)
- Lead go-to-market readiness for sales-impacting changes, product launches, and partner initiatives, ensuring the sales organization is equipped to execute effectively
- Champion change management for new sales processes, tools, governance routines, and ways of working, driving adoption and sustained behavioural change across teams
RequirementsYour experience and skills:- Post-secondary degree/diploma in Business, Commerce, Finance, or a related field
- 7-10 years of progressive experience in sales strategy, sales operations, revenue operations, sales enablement, or sales performance leadership roles
- Demonstrated experience owning monthly and quarterly sales reporting cycles, leadership business reviews, performance governance, and executive-level reporting routines
- Experience leading sales target setting, achievement-to-plan management, incentive achievement tracking, forecasting discipline, and coaching recommendations
- Proven ability to lead CRM implementation, adoption, governance, usage management, reporting integration, and sales technology change management
- Strong executive communication and presentation development skills, including the ability to create steering committee materials, business review decks, dashboards, and decision-ready recommendations
- Experience designing and leading onboarding, training, playbooks, coaching frameworks, and capability-building programs for sales teams and new hires
- People leadership experience, including managing, coaching, and developing direct report(s), with the ability to scale a team as business needs evolve
- Strong analytical and commercial judgment, with the ability to translate complex sales data into clear insights, actions, and leadership decisions
- Experience in self-directed investing, with a strong understanding of the online brokerage industry, investor needs, competitive landscape, and key operational drivers
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Experience in wealth management, online brokerage, or financial services, with an understanding of partner-led distribution models is preferred
BenefitsWhy Aviso?At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
SalaryThis position is posted with an expected salary range of $110,000 - $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
