Senior Manager, Treasury Client Onboarding, Operations and Reporting

Role Overview

• 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.
• 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 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.
• Identify opportunities to automate manual reporting, reduce repetitive work, and improve the accuracy and timeliness of team outputs.
• Ensure onboarding documentation, Salesforce records, reports, and client communications are complete, accurate, appropriately retained, and aligned with internal policies.

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

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