Skills

Communication Problem Solving Time Management Adaptability Salesforce Sales Analytical Skills Process Improvement business development PowerBI

Job Specifications

Work Location: CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest (MLI110) – Bilingual is preferred – hybrid – Tuesday wed , thursafy

Start Date: 04/06/2026

Duration: 1 year

This individual will be responsible for assigning incoming finance‑related leads to the appropriate team members. When someone reaches out looking for financial advice, this person will receive the request, review it, and direct the lead to the correct advisor or representative.

SUMMARY OF DAY-TO-DAY RESPONSIBILITIES:

• Analyze, triage, and route sales leads to advisors and agents.

• Manage the shared inbox and ensure timely responses and distribution.

• Maintain accurate, consistent lead entries within Salesforce.

• Pull, review, and enter leads from multiple sources (SharePoint, PowerBI, email, queues).

• Monitor and ensure SLAs are met for lead processing.

• Document all notes, updates, and comments clearly in Salesforce.

• Identify process gaps and provide suggestions for improvement.

• Support automation initiatives, including email reply automation.

• Handle escalations, corrections, or issues related to lead assignment.

• Collaborate with the Business Development Manager and Consultant on ongoing projects.

• Guide agents toward self serve tools and resources when appropriate.

MUST-HAVE Hard Skills:

1. Lead Management (triage, analysis, distribution)

2. Strong Analytical Skills

3. Organizational & Time Management Skills

4. Microsoft Office Proficiency (Excel, Outlook, SharePoint)

5. Salesforce Data Entry & Documentation

6. Communication & Interpersonal Skills

7. Ability to Work Under Tight Timelines

8. Problem Solving & Initiative

9. Adaptability in a Fast Changing Environment

NICE-TO-HAVE

1. Knowledge of Wealth & Financial Services & French

2. Experience with PowerBI Dashboards

3. Experience Managing Shared Inboxes

4. Understanding of Lead Triage Processes

5. Exposure to Automation Tools / Reply Automation

6. Experience Supporting Advisors or Sales Teams

7. Process Improvement or Workflow Optimization Experience

About the Company

Established in 2000, LanceSoft is a pioneer in delivering top-notch Global Workforce Solutions and IT Services to a diverse clientele. As a Certified MBE and Woman-Owned organization, we pride ourselves on fostering global cross-cultural connections that advance both the careers of our employees and the success of our clients' businesses. At LanceSoft, our mission is clear: to leverage our global network to seamlessly connect businesses with the right talent and individuals with the right opportunities, all without bias. We... Know more