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National Sales Enablement and Partnership Coordinator
Aviso WealthNational Sales Enablement and Partnership Coordinator supporting partnership teams at Aviso Wealth. Managing client communications and coordinating events while driving efficiency in sales operations.
About the role
Key responsibilities & impact- Maintaining relationships with prospective and existing Direct Investing partners, clients, and internal stakeholders to support business development, onboarding, and ongoing engagement
- Supporting the execution of business processes by understanding partner and client needs, coordinating tailored follow-ups, and helping advance opportunities through the pipeline
- Developing and executing client-facing and partner-facing communications, including outreach materials, updates and coordinated messaging
- Planning and coordinating client and partner events/meetings, including logistics, invitations, follow-ups and post-event reporting
- Scheduling and managing large group meetings, including strategic client meetings, for the Strategic Partnerships and High Priority Client teams
- Supporting Relationship Directors on partner onboarding requests and escalations
- Collaborating closely with sales leadership and other functional partners (e.g marketing) to improve go-to-market execution, partner engagement, and results
- Supporting sales prospecting efforts by identifying, researching and qualifying new opportunities
Requirements
What you’ll need- Post-secondary degree/diploma in Business Administration or related field
- 3-5 years of work experience in sales operations, business development, partnerships, revenue operations or a related role
- Hands-on experience coordinating events (client, partner or industry), including logistics and follow-up.
- Experience in creating client-facing communications and/or sales enablement materials
- Ability to conduct research on potential prospects.
- Comfort working with CRM tools or ability to learn tools quickly (e.g. Salesforce)
- Strong analytical skills with the ability to work with data, dashboard and reporting to support decision-making (advanced experience with excel is a strong asset
- Strong organization and time management skills
- Nice to have: Familiarity with and a passion for, Online Brokerage and/or Robo-Advice
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales operationsbusiness developmentpartnershipsrevenue operationsevent coordinationclient-facing communicationssales enablement materialsresearch skillsdata analysisadvanced Excel
Soft Skills
relationship managementorganizational skillstime managementanalytical skillscommunication skills
Certifications
post-secondary degreediploma in Business Administration