Sales Support Specialist

Canadian Credit Union Association

2d • Remote

About The Position

Canadian Credit Union Association (CCUA) is the national trade association for the Canadian credit union industry. As the national voice and forum for Canada's credit unions, CCUA leads initiatives to build successful, competitive, and growing credit unions. The CCUA team of experts supports members through advocacy, research, and value-add services. This role is for a Sales Support Specialist, reporting to the Senior Manager, Sales & Relationship Management. The specialist will be responsible for support, service, and operational activities to meet annual sales objectives, including supporting sales activities and strengthening relationships with CCUA member credit unions. The role will collaborate with frontline teams to support sales, member satisfaction, and the execution of tactical sales plans.

Requirements

• University Undergraduate degree or College diploma or equivalent work experience
• 2-3 years of relevant experience in sales or client/member engagement roles
• Comfortable working in a virtual environment and hosting virtual learner events
• Ability to use Office technology, software, and applications
• Excellent command of the English language, including both verbal and written communication skills
• Product promotion and marketing
• Strong attention to detail

Nice To Haves

• Credit union and/or FI experience is considered an asset
• Experience with sales of education, sponsorships and/or memberships would be an asset.
• Experience managing a small portfolio of accounts would be an asset.
• An understanding of the credit union sector and/or association services would be a benefit.
• Knowledge of digital learning platforms (LMS) and AI tools would be an asset.

Responsibilities

• Support the sales activities and ensure timely, quality, and service standards are met on inbound and outbound email, telephone, and digital inquiries.
• Provide support to the credit union Learning and Training teams to support the understanding and integration of CCUA Education offerings.
• Deliver outstanding service to learners and credit union key contacts through assigned proactive outreach, follow-up sales-related tasks as uncovered by their manager, and/or when responding to incoming credit union inquiries.
• Contribute to the Education & Professional Development revenue targets by actively and effectively selling products and services through relationship-building practices and an advice-based approach.
• Track progress and outcomes of identified member credit union needs and opportunities using various internal tools.
• Support their manager by assembling product options, pricing/packaging references and/or completion of various credit union agreement templates as defined by the manager.
• Uncover and qualify opportunities by identifying needs and triggers from member activity and interactions and summarizing recommendations for their manager.
• Stay up to date on the full range of CCUA products, services, programs, and partnership offerings.
• Engage in dialogue with learners and/or assigned credit union key contacts to better understand their needs for education and professional development products.
• Use listening and discovery skills to uncover new credit union learning opportunities or needs and recommend potential solutions to address those needs. Forward the opportunities to their manager where further support or oversight is required.
• Review post-session learner and faculty feedback to identify learners with compelling stories for future marketing and communication efforts.
• Provide input into social media, eNews, and learner communication based on CCUA Education and Professional Development program features and benefits and feedback from learners and faculty.
• In collaboration with their manager, analyze data to determine targets for future product and/or service delivery.
• Seek opportunities for enhancing digital processes, programs, and experiences.
• Bring forward emerging digital trends that support industry-leading learner experiences.
• Identify and make recommendations to eliminate manual processes and digitize processes when possible.
• Identify potential barriers to digital adoption at the learner and/or credit union organization level and make recommendations to address those barriers.
• Encourage digital adoption at the learner and/or credit union organizational level where appropriate.

Benefits

• Flexibility to work from the comfort of their home or location of choice within Canada
• Access to office spaces in select provinces across Canada for those who prefer or require an in-office setting
• Office spaces available for collaboration, team meetings, and community-building activities
• Employment equity
• Recruitment-related accommodations provided upon request

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree