Digitization Product Manager, Sales

2 weeks ago


Toronto, Canada HomeEquity Bank Full time

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

The role partners with the Sales Operations and Underwriting teams and guides the agile teams to maximize the value delivered by related investments (e.g., CX, process redesign, digital technology) and deliver on the objectives of the Sales Operations function. It will effectively collaborate and solve problems with the delivery teams to continuously deliver business value and capture untapped opportunities.

It will be accountable for establishing product roadmaps jointly with business stakeholders, prioritizing work to deliver on Client and Business Objectives and Key Results.

MAJOR ELEMENTS OF THE ROLE

**Key accountabilities of this position include**:
Establish, document, maintain, and communicate the Sales Operations product roadmaps in close collaboration with business stakeholders
- Share initiative ideas with functional stakeholders to validate and refine the proposed initiatives
- Work with peer POs in other functions to identify synergies across initiatives and to determine cross-functional impact
- Continuously maintain their deep knowledge of the portfolio by staying informed of technology trends, client needs, and process and people needs related to Sales Operations
- Document and communicate the product roadmap and initiative backlog to the organization

Manage the prioritization, measurement, and oversight of Sales Operations related investments
- Develop and document business cases, including expected effort and benefits
- Present ideas to the Investment Operating Committee (IOC) for review and approval to include in the delivery backlog
- Managing, structure and prioritize the approved initiatives into the delivery backlog jointly with the other functional POs and the Scrum Master

Guide agile the agile delivery teams to deliver on the objectives of the Sales Operations function
- Articulate business needs and value for the delivery squads during agile sessions, while maintaining focus on the highest value increments aligned with the product strategy
- Manage overall delivery and periodically report progress to the IOC on a monthly and quarterly basis
- Remove impediments to delivery under their control or raise flags to the Investment Operating Committee to ensure delivery commitment is met

Constantly measure outcomes and refine the product roadmap and gain support for further improvement
- Devise ways to understand outcomes of the initiatives (e.g., data sources to track, control groups, A/B testing)
- Collaborate with the Portfolio Value manager to ensure outcomes of initiatives are measured and reported to IOC and the Investment Management Committee (IMC)
- Showcase outcomes to IOC and IMC to ensure understanding of value delivery and propose options to further accelerate gain

SKILLS AND EXPERIENCE REQUIRED

**Qualifications**:

- At least 3 years experience in Product Owner role or deep expertise in Sales Operations with desire to expand into Product Management
- 5+ years experience working in an Agile environment
- Certified Product Owner (e.g., PSPO, Agile Certified Product Manager) is an asset
- Salesforce Financial Services Cloud experience in a lending environment is an asset
- Bachelor’s degree in Business Administration, Economics, Engineering, or related field, or equivalent combination of education and experience
- Proven record of high performance and achievements in your past positions

Attributes
- Exceptional analytical and quantitative problem-solving skills
- Excellent organizational skills with hands-on experience managing all stages of a product life cycle (e.g., PLM, SDLC)
- Excellent verbal and written communication skills, including reports and presentations
- Highly self-motivated, organized, and accountable; able to work independently and collaboratively in a team setting
- Comfortable with ambiguity, flexible and enjoys the analysis of complex problems
- Exceptional relationship building skills and the ability to work effectively with people at all levels in an organization, including VPs

**Working Conditions Unique to Job**:

- Hybrid Office 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, a


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