Senior Manager, Institutional Sales Enablement
Core
Design, govern, and optimize the institutional sales enablement operating model, toolkit, and workflows to improve sales effectiveness and consistency for institutional clients.
Role type
Senior Manager, Sales Enablement Strategy & Operations
Builds
Institutional sales playbooks, collateral governance frameworks, sales activation workflows, and process documentation
Domain
Financial Services / Asset Management / Institutional Sales
Deliverable
product features
Required skills
Sales enablement strategy, institutional sales operations, CRM governance, workflow design, cross-functional stakeholder management, data standards definition, project management, process optimization, commercial orientation
Preferred skills
Knowledge of Canadian pension and retirement markets, experience with responsible AI applications in sales workflows, RFP platform governance
Technologies
CRM platforms, RFP response platforms, collaboration tools, sales enablement platforms
Responsibilities
Develop and maintain the institutional sales enablement strategy and operating model; Partner with Marketing to govern core collateral and campaign materials; Design scalable playbooks, templates, and adoption routines; Establish data standards and reporting definitions for business development; Govern workflow management and CRM standards; Act as a cross-functional connector to align priorities and drive adoption
Seniority
Senior Manager, hands-on IC with strategic oversight
