Salesforce Expert Director

Job Title
Salesforce Expert Director

Please note that the title Salesforce Expert Director may differ internally, notably to ensure consistency across job titles.

Build the future with us

Are you driven by technology and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Salesforce Expert Director, you will play a key role in in maximizing the adoption and effectiveness of our CRM across the distribution network. As a true field expert, you will support Agency Directors and Sales Directors so they can, in turn, guide their advisors in making optimal use of Salesforce to increase sales and deliver an exceptional client experience.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us
As a Salesforce Expert Director, you’ll be at the core of our mission. Here are the main responsibilities:

• Become the field reference for advanced Salesforce usage (lead and opportunity management, reports and dashboards) across the distribution network.

• Provide expert support to Agency Directors and Sales Directors by answering complex questions and acting as a liaison between agencies and the CRM team to escalate needs and issues.

• Work closely with the Salesforce Product Manager to support the evolution and optimization of the platform.

• Understand business needs while considering technological and regulatory constraints.

• Work in close partnership with Agency Directors and Sales Directors to increase advisor effectiveness and drive sales attributable to Salesforce functionalities.

• Identify opportunities to improve processes and usage and actively promote the benefits of Salesforce to support growth and service quality.

• Measure Salesforce adoption and performance (usage rates, data quality), participate in the testing and deployment of new features, and produce reports and recommendations for senior management.

What could accelerate your success in this role
We’re looking for someone who:

• Is known for their strong functional Salesforce expertise, particularly in reporting, dashboards, and optimizing CRM usage.

• Stands out for their influence-based leadership and credibility, enabling them to mobilize teams and effectively engage with key stakeholders across the network.

• Demonstrates strong interpersonal skills, combined with strong analytical thinking and a results-driven mindset, in order to build lasting relationships and generate tangible impact.

• Is recognized for their ability to thrive in a complex and evolving environment, showing proactivity, strong mobilization skills, and acting as a true change agent.

• Has a minimum of five (5) years of experience in a Salesforce-related role (advanced usage, optimization, support), along with a degree in business administration, information technology, or a related field.

·       Has an advanced level of proficiency in French and an intermediate level of English, as the role requires daily verbal and written communication with English-speaking firms located in Ontario and British Columbia.

Mobility: Frequent travel to agencies, primarily within Québec, with some travel outside Québec across Canada.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.