Role Description At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. This is a high-impact opportunity to support the Insurance Distribution team by enabling Sales Directors to drive advisor engagement, strengthen loyalty, and improve sales performance within the WFG channel. As a Sales Operations Specialist, you will work closely with Sales Directors and senior leadership to deliver critical operational, analytical, and coordination support across internal teams and external partners. - Manage the Month-End Escalation process, ensuring timely resolution, prioritization, and stakeholder communication - Maintain and improve escalation procedures; analyze trends and provide reporting on outcomes and opportunities - Execute Advisor Reward & Recognition programs, including tracking, fulfillment, and reporting - Develop dashboards and reports to support advisor performance visibility and business insights - Coordinate WFG events, calendars, and leadership participation, including logistics and communications - Administer Marketing Allowance (MA) budgets, including tracking, reconciliation, reporting, and payment support - Coordinate priority outbound communications and follow-ups to support compliance and reduce policy issues - Maintain accurate EVC hierarchy data and partner with internal teams on advisor-level reporting - Identify and implement process improvements to enhance efficiency, accuracy, and stakeholder experience Qualifications - Experience in sales administration, operations, or analytics with strong reporting capabilities - Excellent organizational and time management skills in a fast-paced, deadline-driven environment - Advanced Excel and Microsoft Office skills with strong data analysis abilities - Strong critical thinking and problem-solving skills with a solution-oriented approach - High attention to detail and accuracy in data and financial processes - Ability to work independently, manage priorities, and exercise sound judgment - Strong technical aptitude and ability to quickly learn new systems - Innovative mindset with a focus on continuous improvement - Strong communication and interpersonal skills with the ability to collaborate and influence stakeholders Benefits - Career Growth: Regular learning sessions and development opportunities - Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching - Time Away: Competitive vacation plus one paid volunteer day each year - Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach Company Description At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca, we’re happy to help.

• Take strategic and operational responsibility for our CRM and sales processes • Develop a scalable infrastructure for the customer journey and high-ticket sales processes • Build high-performing, data-driven CRM and sales operations structures • Strategically advance our CRM and sales operations framework • Analyze, optimize, and automate existing processes across the entire customer journey • Create and refine powerful CRM workflows and automations • Define and track key KPIs such as conversion rate, pipeline velocity, lead quality, and customer value • Collaborate with the founders, marketing, sales, and funnel teams • Identify new efficiency and growth opportunities within our sales processes • Build and coordinate a small operations/CRM team • Report directly to executive management

• Partner with Business Development and Marketplace leadership, as well as cross-functional teams, to support initiatives that accelerate Roo’s growth • Build, maintain, and optimize tools, dashboards, and reporting to track performance across markets and sales activities • Analyze field performance and deliver actionable insights to improve productivity and outcomes • Support the development and execution of sales and account management playbooks • Identify and implement systems and processes that improve efficiency, scalability, and revenue attainment • Support and continuously improve Roo’s operating cadence (weekly, monthly, and quarterly business reviews) • Drive execution of GTM programs and operational rollouts in new markets and geographies • Monitor performance against targets and proactively surface insights, risks, and opportunities • Identify gaps in reporting, tools, or processes and independently drive solutions • Partner with Business Development and Account Management teams to support market strategies, including: • Lead generation and conversion optimization • Supply acquisition and marketplace health • Listing quality and pricing optimization • Collaborate with the Data team to size market opportunities and measure ROI of key initiatives • Conduct ad hoc analyses to inform strategic and operational decisions

• Empower Americas sales communities by delivering strategies and programmes that drive excellence and behavioural change. • Serve as a consultant to sales leaders in the USA and Canada, ensuring teams possess the skills, mindset, and tools needed. • Help amplify sales culture during a period of growth to influence revenue outcomes by equipping sellers with needed tools. • Join the North America Sales Enablement team to offer integrated coaching and resources that improve productivity. • Focus on localising and embedding Global Sales Enablement learning programmes for the Americas market. • Optimise toolstack, including Salesforce, Highspot, and Gong, to drive data quality and seller efficiency. • Pilot AI-assisted workflows and automated call feedback tools to enhance coaching outcomes. • Project manage strategic learning initiatives that facilitate partners’ adoption of multiple products and selling full platform value.