Enablement Lead (12 month contract)
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Key skills for this role
About the Role
Questrade Financial Group seeks an Enablement Lead for a 12-month contract to transform Salesforce into the primary operating system for Flexiti's merchant partnerships. The role involves Salesforce architecture, contract repository centralization, and cross-functional integration.
Key Skills for This Role
Responsibilities
- Design and build custom objects, complex Flows, and technical pathways to map Flexiti’s unique B2B2C business model
- Lead the migration of historical and forward flow contracts into a centralized Salesforce hub
- Configure proactive renewal alerts and 'Special Termination' watch flows to ensure zero missed deadlines
- Serve as the technical bridge between Sales, Account Management, and Operations while investigating enterprise wide tooling
- Leverage AI tooling and build seamless connection points between Salesforce and external platforms like Slack, Coda, etc.
- Establish and enforce data hygiene standards and validation rules, publishing weekly reports to ensure portfolio health scores remain accurate
- Build tools—such as Account Health Scores and MBR/QBR preparation reports—that enable Account Managers to use Salesforce as a daily planning tool
Requirements
- Advanced Salesforce Expertise: Proven experience configuring Salesforce, including deep knowledge of Flow Builder, custom architectural design, and data migration
- Business Acumen: Ability to translate high level growth needs into technical requirements that support merchant acquisition and retention
- Project Management: Experience leading implementation roadmaps from discovery through to UAT and go live
- Technical Literacy: Skilled in API integrations and exploring the application of AI tools to drive operational efficiency
- Communication: Strong cross functional leadership and communication skills
Full Job Posting
Company Overview
- Questrade Financial Group (QFG) provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more.
- We use cutting edge technology to help Canadians become much more financially successful and secure.
- At QFG, we combine human centric collaboration with AI driven innovation to redefine financial services.
Role Summary
- The Enablement Lead is a hybrid strategic and technical role responsible for transforming Salesforce into the primary operating system for Flexiti’s merchant partnerships.
- This role owns the end to end architecture of our partner lifecycle—from prospect acquisition to ongoing account management.
Key Responsibilities
- Salesforce Architecture & Development: Design and build custom objects, complex Flows, and technical pathways to map Flexiti’s unique B2B2C business model.
- Contract Repository Centralization: Lead the migration of historical and forward flow contracts into a centralized Salesforce hub.
- Automated Lifecycle Management: Configure proactive renewal alerts and 'Special Termination' watch flows to ensure zero missed deadlines.
- Cross Functional Integration: Serve as the technical bridge between Sales, Account Management, and Operations while investigating enterprise wide tooling.
- Next Gen Tech Implementation: Leverage AI tooling and build seamless connection points between Salesforce and external platforms like Slack, Coda, etc.
- Data Governance: Establish and enforce data hygiene standards and validation rules, publishing weekly reports.
- Strategic Account Planning Framework: Build tools such as Account Health Scores and MBR/QBR preparation reports.
Qualifications
- Advanced Salesforce Expertise: Proven experience configuring Salesforce, including deep knowledge of Flow Builder, custom architectural design, and data migration.
- Business Acumen: Ability to translate high level growth needs into technical requirements.
- Project Management: Experience leading implementation roadmaps from discovery through to UAT and go live.
- Technical Literacy: Skilled in API integrations and exploring the application of AI tools.
- Communication: Strong cross functional leadership and communication skills.
Compensation Information
- Base salary range: $80,000 $100,000.
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