Senior Manager, Treasury Client Onboarding, Operations and Reporting, 12 month term-(Hybrid)
External
Central1resources · Toronto, CanadaFull-timeHybridToday
CRMDocumentationProcess ImprovementSalesforce
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
Responsibilities
- Client Onboarding and Documentation Management:
- Lead all client onboarding activities for the Treasury Client Sales and New Business team, ensuring a seamless, timely, and well-controlled experience for clients and internal stakeholders
- Manage client document requirements, including preparing, completing, organizing, tracking, and maintaining onboarding documents and related records
- Coordinate with internal partners to confirm client setup requirements, product readiness, approvals, and operational handoffs
- Monitor onboarding progress, identify delays or gaps, and proactively resolve issues to support growth and new business development objectives
- Reporting, Dashboards and Business Insights:
- Create, develop, and maintain new reports and dashboards based on the evolving needs of the team
- Provide reporting on opportunities, pipeline activity, client onboarding status, business development initiatives, and team priorities
- Translate requests from the Head, Treasury Client Sales and New Business into actionable reporting outputs, insights, and delivery timelines.
- Use data and reporting to identify trends, support decision-making, and enable growth and new business development
- CRM and Salesforce Management:
- Own day-to-day CRM activity for the team and ensure Salesforce is maintained as the source of truth for client, opportunity, pipeline, and activity information
- Ensure all client and opportunity records are accurate, complete, current, and consistently updated
- Establish and reinforce CRM standards, data hygiene expectations, reporting cadence, and follow-up processes
- Partner with team members to improve Salesforce adoption, data quality, and visibility into business development activity
- Client Communications and Distribution Management:
- Draft clear, professional, and client-ready communications on behalf of the Treasury Client Sales and New Business team
- Manage client distribution lists, ensuring contacts are accurate, current, appropriately segmented, and aligned to communication objectives
- Coordinate communications related to onboarding, business development initiatives, client updates, and team priorities
- Ensure communications are accurate, appropriately reviewed, and delivered in a timely and professional manner
- Operations Coordination and Delivery:
- Coordinate and manage operational activities that support client onboarding, business development execution, reporting, and team delivery
- Develop practical processes, trackers, workflows, and routines that improve team organization, visibility, and accountability
- Monitor key deliverables, follow up on outstanding items, and escalate risks or dependencies as required
- Support the Head, Treasury Client Sales and New Business by taking requests from concept to execution with limited direction
- Automation, Process Improvement and Technical Enablement:
- Identify opportunities to automate manual reporting, reduce repetitive work, and improve the accuracy and timeliness of team outputs
- Apply technical expertise to build scalable reporting tools, dashboards, templates, and process improvements
- Recommend enhancements to systems, workflows, and data structures that strengthen operational effectiveness and insight generation
- Support a continuous improvement mindset by challenging current processes and implementing practical solutions
- Risk, Controls and D
Benefits
Work-life flexibilityHybrid work environmentVariable annual incentive planGenerous annual vacation allotmentTop-notch flexible benefits plan including family building and gender affirmationRetirement Plan, matched contributions at 6%Access to a learning platform and educational assistance supportAccess to a virtual wellness platformCareer development opportunitiesWellness Flex Fund to support personal interest and activitiesDay off to volunteer in your community and other paid time off optionsCorporate discounts*subject to employment agreementJob Summary:The Senior Manager, Treasury Client Onboarding, Operations and Reporting is a key driver of growth at Central 1, leading client onboarding, operational execution, reporting, and CRM excellence in support of Treasury Client Sales.Paid time offFlexible schedule
Additional Information
Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit www.central1.com .
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at central1resources? Share your experience