Senior Manager of Treasury Operations at Central 1
Central 1 Credit Union • toronto, on • Posted July 09, 2026
Position Overview
Elevate client onboarding and sales strategies as the Senior Manager of Treasury Sales Operations at Central 1. This role emphasizes operational excellence and Salesforce management in a hybrid work environment.
In this position, you will lead the client onboarding process for Treasury Client Sales while ensuring adherence to high-quality Salesforce data. With over 10 years of experience in operations and reporting, you'll drive critical reporting dashboards and insights that support business growth. Your leadership will strengthen collaboration among internal teams and external clients.
Key Responsibilities:
• Lead client onboarding and document management activities
• Create and maintain comprehensive reports and dashboards
• Manage day-to-day CRM functions and Salesforce data
• Draft professional client communications and manage distributions
• Oversee operational activities and process improvement initiatives
Requirements:
• Minimum 10 years in client onb...
In this position, you will lead the client onboarding process for Treasury Client Sales while ensuring adherence to high-quality Salesforce data. With over 10 years of experience in operations and reporting, you'll drive critical reporting dashboards and insights that support business growth. Your leadership will strengthen collaboration among internal teams and external clients.
Key Responsibilities:
• Lead client onboarding and document management activities
• Create and maintain comprehensive reports and dashboards
• Manage day-to-day CRM functions and Salesforce data
• Draft professional client communications and manage distributions
• Oversee operational activities and process improvement initiatives
Requirements:
• Minimum 10 years in client onb...