Senior Associate - Revenue Operations

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 $1500 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 1000 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.