Manager, National Sales Analytics

WHO WE ARE  

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we're passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.  
  

OUR VALUES, OUR PASSION

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.  

• Customer-Focused. Passionate Advocates 
• Courage to Act. Do the Right Thing 
• One Team. One Vision 
• Think Long-Term. Ever-Evolving 
• Be Exceptional. Inspire Greatness

POSITION SUMMARY

The Manager, Sales Support & Analytics plays a critical role in enabling sales performance through operational excellence, data-driven insights, and strategic support. This leader partners closely with Sales Leadership to streamline processes, enhance reporting capabilities, and deliver actionable analytics that drive revenue growth and productivity. This role oversees sales support functions, including performance reporting, pipeline management, forecasting accuracy, incentive tracking, and CRM optimization. By translating data into meaningful insights, the Manager empowers the sales team with clarity, structure, and tools needed to succeed in a competitive market.

The ideal candidate combines strong analytical capabilities with business acumen and leadership skills, ensuring alignment between sales strategy, operational execution, and measurable results.

MAJOR ELEMENTS OF THE ROLE

Job Responsibilities/Accountabilities:

• Lead cross-functional coordination with internal and external stakeholders to ensure timely delivery of high-quality analysis, reporting, and strategic insights.

• Own channel business planning and origination modelling, including target setting, performance forecasting, and scenario analysis aligned to corporate objectives.

• Serve as a strategic intelligence lead, building and maintaining a robust market knowledge base that provides actionable insight into competitive movements, key segments, emerging trends, partnership opportunities, and revenue growth areas.

• Design and develop analytical models to support strategic initiatives, leveraging internal databases and external market research to inform business decisions.

• Develop and present executive-level deliverables

• Partner with Sales, IT, and Advanced Analytics teams to support enterprise analytics initiatives and enhance data infrastructure and reporting capabilities.

• Oversee standardized and ad hoc reporting to the Sales organization, ensuring accuracy, relevance, and actionable insight.

• Lead the Sales Support & Analytics team, prioritizing workload, optimizing processes, and delivering timely, high-quality outputs while building team capability in automation and self-serve reporting tools.

• Drive CRM governance and sales administration excellence, collaborating with Sales Management, BDMs, and Market Specialists to ensure effective Salesforce utilization and data integrity.

• Oversee partner commission administration, ensuring accurate processing in MARS, maintaining data integrity across systems, and confirming all partnership agreements are valid and current.

• Ensure timely and accurate commission payments, working closely with Sales Support and Finance to maintain operational efficiency and compliance.

• Manage team capacity, workflow, and service standards, balancing strategic initiatives with operational priorities.

• Partner with HR and Finance to design, model, and test sales compensation plans, ensuring alignment with business strategy and regulatory requirements.

• Continuously enhance sales analytics processes, improving reporting cadence, insight quality, and automation.

• Collaborate with Sales Leadership to develop and strengthen strategic partnerships, using data insights to inform growth strategies.

SKILLS AND EXPERIENCE REQUIRED

Qualifications:

• Bachelor's degree in business administration, Finance or other related field; a professional designation in the field of finance (such as a CA or a CFA) and/or equivalent working experience

• Progressive experience in Banking or Financial Services an asset or within a large organization as part of Corporate Development, Strategy or Finance teams

• Supervisory experience an asset

• Strong knowledge of MS Office applications including Word, Project and PowerPoint

• Knowledge of relational databases and the ability to create stored procedures

• Strong Excel capabilities including data cleaning, merging data from various sources and modelling

• Knowledge of Power Pivot/Query – SQL is an asset

Attributes:

• Strong leadership skills

• Strategic thinking

• Operational rigor

• Demonstrated strong analytical and conceptualization skills

• Strong analytical mindset and ease of working at analyzing large quantities of data to extract the essential trends

• Ability to perform complex analysis such as regression, forecasting, cannibalization and probability modeling

• Ability to capture and document business and reporting requirements from multiple sources

• Ability to co-ordinate and manage simultaneous data analysis requests of varying size and scope

• Strong communication skills, both written and verbal, with the ability to convey complex information to a broad audience

• Strong presentation skills, ability to work with all levels including senior leadership

• Strong interpersonal skills with the ability to work independently and within a team environment

• Excellent group presentation skills

WORKING CONDITIONS UNIQUE TO JOB

• Hybrid work environment

WHY WORK AT HOMEEQUITY BANK?

Great Environment

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
 

A Dynamic Culture – With People at the Centre  

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto's Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures , the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023. 
 

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say 'great job' to their colleagues and leaders.

From our Appreciate Program to the High Five Award Program and President's Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

The Perks (for eligible employees)

• HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits

• Employee & Family Assistance Program

• Employer-Matched Group Retirement Savings Plan

• Employee Share Investment Plan

• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits

• Employee corporate discount for GoodLife Fitness 
   

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

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Join Us If you're ready to build the future of reverse mortgages, we want to hear from you.