Senior Associate - Revenue Operations
To see similar active jobs please follow this link: Remote Finance jobs
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
In this role you will have the opportunity to:
Support process optimization to drive quota attainment, performance metrics, sales funnel conversion, speed to lead and pipeline management
Own all attribution manual adjustments for the commercial team and improve the process leveraging technology
Uncover challenges and develop solutions to improve the commercial’s team efficiency
Maintain weekly reporting to uncover insights that will drive actionable recommendations
Perform regular data mining, maintenance and audits to support day-to-day workflows
Collaborate with the go-to-market teams to optimize processes and enable new initiatives
Communicate effectively with stakeholders to facilitate collaboration
Assist in creating training materials and documentation for revenue operations processes
Help manage and troubleshoot issues related to revenue operations tools and systems
Assist in the implementation of new technologies and tools as needed.
Skills and experience we’re looking for
Revenue or Sales Operations Experience - 2 years of operations experience supporting strategic sales projects, backend processes and driving efficiency
Technology - familiar with Salesforce and Salesloft tooling
Data and Analytics - strong SQL and analysis skills
Resourcefulness: You should have a demonstrated track record of persevering in the face of adversity where priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
Collaboration: Excellent interpersonal and communication skills and an ability to work cross-functionally with a wide range of stakeholders
Prioritization & problem-solving - Knows how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority
Attention to Detail: You have the ability to review interactions with a fine-tooth comb. No stone will go unturned for each and every data point that you review
Passion for clients - Is incredibly passionate about our clients and our products
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
About the job
Senior Associate - Revenue Operations
To see similar active jobs please follow this link: Remote Finance jobs
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
In this role you will have the opportunity to:
Support process optimization to drive quota attainment, performance metrics, sales funnel conversion, speed to lead and pipeline management
Own all attribution manual adjustments for the commercial team and improve the process leveraging technology
Uncover challenges and develop solutions to improve the commercial’s team efficiency
Maintain weekly reporting to uncover insights that will drive actionable recommendations
Perform regular data mining, maintenance and audits to support day-to-day workflows
Collaborate with the go-to-market teams to optimize processes and enable new initiatives
Communicate effectively with stakeholders to facilitate collaboration
Assist in creating training materials and documentation for revenue operations processes
Help manage and troubleshoot issues related to revenue operations tools and systems
Assist in the implementation of new technologies and tools as needed.
Skills and experience we’re looking for
Revenue or Sales Operations Experience - 2 years of operations experience supporting strategic sales projects, backend processes and driving efficiency
Technology - familiar with Salesforce and Salesloft tooling
Data and Analytics - strong SQL and analysis skills
Resourcefulness: You should have a demonstrated track record of persevering in the face of adversity where priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
Collaboration: Excellent interpersonal and communication skills and an ability to work cross-functionally with a wide range of stakeholders
Prioritization & problem-solving - Knows how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority
Attention to Detail: You have the ability to review interactions with a fine-tooth comb. No stone will go unturned for each and every data point that you review
Passion for clients - Is incredibly passionate about our clients and our products
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.