Enablement Lead (12 month contract)
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Key skills for this role
About the Role
Questrade Financial Group is seeking an Enablement Lead for a 12-month contract to transform Salesforce into the primary operating system for Flexiti's merchant partnerships.
Key Skills for This Role
Responsibilities
- Design and build custom objects, complex Flows, and technical pathways in Salesforce to map Flexiti's B2B2C business model
- Lead 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 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
- Establish and enforce data hygiene standards and validation rules, publishing weekly reports on portfolio health scores
- Build tools such as Account Health Scores and MBR/QBR preparation reports for Account Managers
Requirements
- Advanced Salesforce expertise including Flow Builder, custom architectural design, and data migration
- Ability to translate high level growth needs into technical requirements
- Experience leading implementation roadmaps from discovery through UAT and go live
- Skilled in API integrations and exploring AI tools for operational efficiency
- Strong cross functional leadership and communication skills
Full Job Posting
Company Overview
- Questrade Financial Group provides securities, foreign currency investment, managed portfolios, mortgages, real estate services, and financial services.
- The company combines human centric collaboration with AI driven innovation to redefine financial services.
Role Overview
- 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 the partner lifecycle from prospect acquisition to ongoing account management.
Key Responsibilities
- Design and build custom objects, complex Flows, and technical pathways in Salesforce.
- Lead migration of historical and forward flow contracts into a centralized Salesforce hub.
- Configure proactive renewal alerts and Special Termination watch flows.
- Serve as technical bridge between Sales, Account Management, and Operations.
- Leverage AI tooling and build seamless connection points between Salesforce and external platforms.
- Establish and enforce data hygiene standards and validation rules.
- Build tools such as Account Health Scores and MBR/QBR preparation reports.
Qualifications
- Advanced Salesforce expertise including Flow Builder, custom architectural design, and data migration.
- Ability to translate high level growth needs into technical requirements.
- Experience leading implementation roadmaps from discovery through UAT and go live.
- Skilled in API integrations and exploring AI tools.
- Strong cross functional leadership and communication skills.
Compensation
- Base salary range: $80,000 $100,000 per year.
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