Job Summary:

What you’ll be doing:

Client Onboarding and Documentation Management:

• Lead all client onboarding activities for the Treasury Client Sales and New Business team, ensuring a seamless, timely, and well-controlled experience for clients and internal stakeholders
• Manage client document requirements, including preparing, completing, organizing, tracking, and maintaining onboarding documents and related records
• Coordinate with internal partners to confirm client setup requirements, product readiness, approvals, and operational handoffs
• Monitor onboarding progress, identify delays or gaps, and proactively resolve issues to support growth and new business development objectives
  

Reporting, Dashboards and Business Insights:

• Create, develop, and maintain new reports and dashboards based on the evolving needs of the team
• Provide reporting on opportunities, pipeline activity, client onboarding status, business development initiatives, and team priorities
• Translate requests from the Head, Treasury Client Sales and New Business into actionable reporting outputs, insights, and delivery timelines.
• Use data and reporting to identify trends, support decision-making, and enable growth and new business development
  

CRM and Salesforce Management:

• Own day-to-day CRM activity for the team and ensure Salesforce is maintained as the source of truth for client, opportunity, pipeline, and activity information
• Ensure all client and opportunity records are accurate, complete, current, and consistently updated
• Establish and reinforce CRM standards, data hygiene expectations, reporting cadence, and follow-up processes
• Partner with team members to improve Salesforce adoption, data quality, and visibility into business development activity

Client Communications and Distribution Management:

• Draft clear, professional, and client-ready communications on behalf of the Treasury Client Sales and New Business team
• Manage client distribution lists, ensuring contacts are accurate, current, appropriately segmented, and aligned to communication objectives
• Coordinate communications related to onboarding, business development initiatives, client updates, and team priorities
• Ensure communications are accurate, appropriately reviewed, and delivered in a timely and professional manner
  

Operations Coordination and Delivery:

• Coordinate and manage operational activities that support client onboarding, business development execution, reporting, and team delivery
• Develop practical processes, trackers, workflows, and routines that improve team organization, visibility, and accountability
• Monitor key deliverables, follow up on outstanding items, and escalate risks or dependencies as required
• Support the Head, Treasury Client Sales and New Business by taking requests from concept to execution with limited direction
  

Automation, Process Improvement and Technical Enablement:

• Identify opportunities to automate manual reporting, reduce repetitive work, and improve the accuracy and timeliness of team outputs
• Apply technical expertise to build scalable reporting tools, dashboards, templates, and process improvements
• Recommend enhancements to systems, workflows, and data structures that strengthen operational effectiveness and insight generation
• Support a continuous improvement mindset by challenging current processes and implementing practical solutions

Risk, Controls and Data Quality:

• Ensure onboarding documentation, Salesforce records, reports, and client communications are complete, accurate, appropriately retained, and aligned with internal policies
• Identify operational, documentation, or data quality risks and take action to resolve gaps or escalate as appropriate
• Maintain strong controls over client information, distribution lists, reporting outputs, and documentation workflows
• Support audit readiness by maintaining organized records and clear evidence of process completion
• Other duties and projects, as assigned.

What you’ll have:

• Minimum 10 years of progressive experience in client onboarding, operations, sales enablement, reporting, CRM administration, business management, or financial services operations.
• Strong experience developing reports, dashboards, trackers, and business insights to support leadership decision-making, opportunity management, and growth initiatives.
• Advanced proficiency with Salesforce or comparable CRM platforms, including data quality management, opportunity tracking, activity management, and reporting.
• Demonstrated experience managing client onboarding and documentation processes, including document preparation, completion, tracking, retention, and stakeholder coordination.
• Strong technical capability with reporting, dashboarding, and automation tools, with the ability to streamline manual processes and improve accuracy and efficiency.
• Excellent written communication skills, with experience drafting client communications, executive updates, process documentation, and business correspondence.
• Advanced analytical, organizational, and problem-solving skills, with the ability to work independently through ambiguity and deliver practical solutions.
• Ability to take direction from senior leadership, clarify objectives, determine the required approach, and execute with limited supervision.
• Strong attention to detail and commitment to data accuracy, documentation quality, control, and follow-through.
• University degree in Business Administration, Finance, Economics, Data Analytics, Operations, or a related discipline.
• Experience in Treasury, financial services, credit unions, capital markets, or business development environments is considered an asset.

Salary range: $115,000-$130,000

The salaryrepresentsthe job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. 

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