Senior Manager, Treasury Client Onboarding, Operations and Reporting, 12 month term-(Hybrid)

Central 1•Vancouver, BC

6d•CA$115,000 - CA$130,000•Hybrid

About The Position

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. In this role, you’ll own the end-to-end onboarding experience ensuring a seamless, client-focused journey while maintaining high-quality Salesforce data to enable strong insights and decision-making. This is a great opportunity to make a direct impact, improve processes, and contribute to a collaborative, high-performing team.

Requirements

Minimum 10 years of progressive experience in client onboarding, operations, sales enablement, reporting, CRM administration, business management, or financial services operations.
Strong experience developing reports, dashboards, trackers, and business insights to support leadership decision-making, opportunity management, and growth initiatives.
Advanced proficiency with Salesforce or comparable CRM platforms, including data quality management, opportunity tracking, activity management, and reporting.
Demonstrated experience managing client onboarding and documentation processes, including document preparation, completion, tracking, retention, and stakeholder coordination.
Strong technical capability with reporting, dashboarding, and automation tools, with the ability to streamline manual processes and improve accuracy and efficiency.
Excellent written communication skills, with experience drafting client communications, executive updates, process documentation, and business correspondence.
Advanced analytical, organizational, and problem-solving skills, with the ability to work independently through ambiguity and deliver practical solutions.
Ability to take direction from senior leadership, clarify objectives, determine the required approach, and execute with limited supervision.
Strong attention to detail and commitment to data accuracy, documentation quality, control, and follow-through.
University degree in Business Administration, Finance, Economics, Data Analytics, Operations, or a related discipline.

Nice To Haves

Experience in Treasury, financial services, credit unions, capital markets, or business development environments is considered an asset.

Responsibilities

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
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
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
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
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
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
Ensure onboarding documentation, Salesforce records, reports, and client communications are complete, accurate, appropriately retained, and aligned with internal policies
Identify operational, documentation, or data quality risks and take action to resolve gaps or escalate as appropriate
Maintain strong controls over client information, distribution lists, reporting outputs, and documentation workflows
Support audit readiness by maintaining organized records and clear evidence of process completion
Other duties and projects, as assigned.

Benefits

Work-life flexibility
Hybrid work environment
Variable annual incentive plan
Generous annual vacation allotment
Top-notch flexible benefits plan including family building and gender affirmation
Retirement Plan, matched contributions at 6%
Access to a learning platform and educational assistance support
Access to a virtual wellness platform
Career development opportunities
Wellness Flex Fund to support personal interest and activities
Day off to volunteer in your community and other paid time off options
Corporate discounts subject to employment agreement
competitive base salary and individual and company-wide annual incentive, matched contributions for your retirement plan and a top-notch benefits plan.
career development opportunities and a day off to volunteer in your community.