WellnessLiving

Sales Operations Manager

• Establish, document, and continuously improve sales processes and procedures across the full sales cycle, including lead qualification, discovery, product demonstrations, closing, and handoffs between BDRs, SDRs, Account Executives, and Demo Specialists.
• Identify gaps, inefficiencies, and inconsistencies in existing sales processes and implement practical, scalable improvements.
• Collaborate with sales representatives and leadership to capture best practices and translate them into repeatable processes, procedures, and tools.
• Create and maintain clear standard operating procedures, workflows, and supporting documentation to promote consistent execution across the sales organization.
• Act as the primary Zoho CRM subject-matter expert and administrator for the sales team.
• Configure and optimize Zoho CRM, including custom modules, fields, layouts, views, workflows, blueprints, automations, and dashboards.
• Build guided processes within Zoho CRM that help sales representatives follow the appropriate steps at each stage of the sales cycle.
• Establish and enforce standards for pipeline hygiene, CRM usage, data quality, activity tracking, and reporting accuracy.
• Develop dashboards and reports that provide clear visibility into pipeline health, sales activity, conversion rates, sales cycle length, and forecast accuracy.
• Monitor adoption of sales processes, playbooks, and CRM workflows, identifying where additional training, support, or refinement is needed.

Solutions Engineer

• Build and deploy AI-powered workflows, copilots, automations, and agentic systems.
• Rapidly prototype and ship internal and customer-facing AI solutions.
• Work directly with stakeholders to understand operational bottlenecks and automate workflows.
• Use modern AI tooling to accelerate development velocity and feature delivery.
• Configure and orchestrate LLM-driven systems using APIs, agents, MCPs, databases, and automation frameworks.
• Reduce operational load by replacing repetitive manual processes with AI-native systems.
• Collaborate cross-functionally with product, operations, customer success, and engineering teams.
• Operate with high autonomy and ownership in fast-moving environments.

AI Solutions Engineer

Sales

• Lead the Customer Growth team to meet or exceed sales, retention, adoption, and customer growth targets
• Build and maintain strong relationships with existing WellnessLiving customers, with a focus on increasing product utilization, service adoption, and long-term account value
• Coach, mentor, train, and develop team members through regular feedback, performance reviews, and clear accountability
• Monitor team activity, pipeline, KPIs, and performance trends to identify risks, opportunities, and areas for improvement
• Develop and implement sales, retention, and customer growth processes that improve team efficiency and customer outcomes
• Create and maintain reporting that provides clear visibility into outbound activity, retention performance, adoption trends, and team results
• Establish standards for service levels, call handling, customer engagement, and performance monitoring
• Capture and analyze customer insights to identify churn risks, expansion opportunities, and ways to improve the overall customer experience
• Partner closely with Sales leadership, Onboarding, and other cross-functional teams to improve communication, reduce churn, and identify opportunities for customer growth
• Facilitate regular team meetings to review goals, progress, priorities, challenges, and action plans
• Foster a positive, accountable, and high-performance team culture that supports employee engagement, customer success, and business growth

Customer Account Sales Manager

• Lead structured 1:1 coaching sessions using CRM insights and call analytics.
• Review and score calls based on talk ratio, CTA usage, discovery quality, objection handling, and other key sales metrics.
• Document coaching outcomes and track rep progress over time.
• Design and deliver engaging training programs (both live and virtual) for sales reps at all experience levels.
• Build instructional materials such as talk tracks, role-play scenarios, call guides, case studies, videos, and job aids.
• Support onboarding by equipping new hires with the skills, tools, and knowledge to succeed from day one.
• Foster a culture of collaboration through peer coaching, top-call reviews, and best-practice sharing.
• Partner with sales leaders to run recurring enablement sessions during team functions and meetings.
• Assess program comprehension through quizzes, participation tracking, and follow-up coaching.
• Gather feedback through post-training surveys to improve relevance, delivery, and engagement.
• Regularly audit and update enablement content to reflect current priorities and best practices.
• Coordinate the rollout of new sales training and coaching initiatives.
• Support performance evaluations to identify skill gaps and opportunities for growth.
• Collaborate with sales, product, and marketing teams on training for new offerings and methodologies.
• Stay current with industry trends and pursue ongoing professional development.

Sales Enablement Trainer

Accounting Manager

• Lead the full month-end close process, including journal entries, reconciliations, and departmental variance analysis.
• Champion AI adoption across the finance function by identifying inefficiencies, implementing AI tools, and driving automation.
• Ensure timely and accurate completion of financial reporting processes.
• Manage multi-currency accounting across Canadian and international entities.
• Own commission calculations for the sales team in coordination with Sales managers.
• Generate periodic reports for management, stakeholders, and regulatory authorities.
• Reconcile and analyze balance sheet accounts.
• Support annual budgeting and quarterly reforecasting processes.
• Collaborate cross-functionally with teams across the business.
• Develop and implement internal control policies and procedures.

Sales Operations Manager

AI Solutions Engineer

Customer Account Sales Manager

Sales Enablement Trainer

Accounting Manager – Contract