Sales Support Spec III - Institutional CRE

Sales Support Specialist III

The Sales Support Specialist III performs a variety of activities for a line(s) of business (LOB) designed to support, enhance and increase overall sales performance. Coordinates various LOB sales, marketing support and enhancement programs and initiatives under the direct supervision of experienced personnel.

Depth & Scope:

• Performs variety of activities for an LOB designed to support, enhance and increase overall sales performance according to established Company policies and applicable legal and regulatory guidelines
• May lead staff, assigning, prioritizing and monitoring work
• Provides coaching to less experienced staff and assigns projects based on experience and level of sales support expertise
• Resolves escalated problems involving sales support projects and other work activities; communicates with other internal and outside personnel as needed
• Assists with development of LOB strategies, policies and procedures
• Administers ongoing sales and marketing support programs equitably according to plan designs and guidelines, which may include sales contests, product promotions, regional programs and other activities
• Leads the planning and strategy development segment of sales and marketing support projects, providing input and advice based on in-depth knowledge of sales and marketing support across the Company and industry
• Determines sales and marketing needs and requirements and generates ideas; ensures coordination with other initiatives
• Initiates and champions new sales projects based on personal knowledge of industry and Company and LOB business goals and objectives
• Evaluates various alternatives based on extensive research and information and provides analysis of recommendations as needed
• Meets with LOB and other management as needed to gain approvals
• Personally coordinates the largest, most complex sales and marketing-related projects
• Leads strategy meetings, creates project plans, implements projects and evaluates results, directing and using resources as necessary
• Seeks help from management usually only with largest, most complex projects, typically during the project planning stage
• Ensures inclusion of relevant LOB leaders in plan development as appropriate
• Communicates regularly with LOB management and other Company personnel to report on projects, share and obtain information and ensure coordination with other related Company activities
• Communicates important information to staff as necessary, if in lead role
• Prepares management reports and other information to summarize status of projects and work activities
• Researches and answers questions as necessary
• Assists sales force as necessary, answering questions from staff and customers and providing information and other support as appropriate
• Provides training to sales staff and others relating to new and ongoing LOB sales and marketing programs, initiatives and activities
• Coordinates with LOB training as well as corporate training staff to develop and deliver training as needed
• Develops training materials and guides as needed
• Maintains appropriate records, databases and information relating to assigned programs and projects according to procedures
• Reports to management and others on program status and updates
• Manages creation of internal policy and procedure manuals used to administer sales support programs, including the use of automated systems to measure performance results
• Maintains in-depth knowledge of overall Company and LOB sales initiatives and industry trends
• Maintains understanding of LOB sales, operations and other practices and procedures and applicable legal and regulatory guidelines
• Proactively consults with applicable staff to determine regulatory requirements and impact of plans under development or modifications to current plans

Education & Experience:

• Bachelors degree or progressive work experience in addition to experience below
• 5-7 years of related experience
• Maintains appropriate sales licensing if required
• Assigned generally complex programs and initiatives
• In-depth project management experience, including ability to coordinate resources and prioritize tasks under deadline
• Strong knowledge of sales support and effective sales enhancement techniques within the industry
• Exceptional analytical and evaluative skills with the ability to lead the measurement of program performance and the development of program modifications
• Vendor relationship experience helpful
• Attention to detail
• Experience skillfully and tactfully managing others without direct authority
• Self motivator and creative thinker
• Experience coaching and influencing others to achieve goals
• Supervisory experience helpful
• Excellent communication skills, including strong presentation skills and writing ability
• PC skills

Physical Requirements:

• Domestic Travel Frequent
• International Travel Occasional
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting/Carrying (under 25 lbs.) Occasional
• Lifting/Carrying (over 25 lbs.) Never
• Squatting Occasional
• Bending Occasional
• Kneeling Never
• Crawling Never
• Climbing Never
• Reaching overhead Never
• Reaching forward Occasional
• Pushing Never
• Pulling Never
• Twisting Never
• Concentrating for long periods of time Continuous
• Applying common sense to deal with problems involving standardized situations Continuous
• Reading, writing and comprehending instructions Continuous
• Adding, subtracting, multiplying and dividing Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are: TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing and so will you.

Our Total Rewards Package:

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Additional Information:

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development:

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and