Senior Associate of Revenue Operations, Wealthsimple
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 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
What the job involves
- 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
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$520.4m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $817.4m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Articles
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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