Full-Time

Salesforce Administrator

Confirmed live in the last 24 hours

Wealthsimple

Wealthsimple

1,001-5,000 employees

Financial technology for investing and taxes

Fintech
Financial Services

Senior

Canada

Position requires onsite presence in Canada.

Category
Customer Success Management
Sales & Account Management
Required Skills
SQL
Salesforce
Data Analysis
Requirements
  • Salesforce Expertise - 5+ years working with Salesforce on the admin side. Certified Salesforce Administrator
  • Technology - Slack, Salesloft, LeanData & Workato tooling proficiency.
  • Data and Analytics - SQL and analysis skills
  • Resourcefulness - Demonstrated track record of persevering in the face of adversity where priorities and direction can evolve quickly. 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
  • Curiosity - Never assume anything and ask impactful questions to understand where the gaps are and where to add value
  • Passion for clients - Is incredibly passionate about our clients and our products
Responsibilities
  • Maintain and optimize our Salesforce instance on a day to day basis to drive the sales team productivity and efficiency
  • Continually improve and enhance our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions
  • Proactively identify drop-off points in the sales funnel and implement configuration changes to improve the productivity of the sales organization through the Salesforce platform
  • Manage all aspects of Salesforce configuration changes from scoping to implementation
  • Leverage our sandbox to deliver seamless improvements/changes to the platform
  • Develop impactful and robust reporting tools to drive sales manager and team member productivity that increase visibility and uncover actionable insights
  • Partner with sales leadership stakeholders to build new tactics to drive growth and optimization through the Salesforce platform
  • Partner with the sales enablement team to increase user adoption and develop sales training plans to improve the team’s overall productivity

Wealthsimple provides a range of financial tools that help individuals manage their finances effectively. Their services include automated investing, commission-free stock trading, cryptocurrency investments, and tax filing assistance. Users can access these services through a digital platform that is designed to be user-friendly, particularly for young professionals and tech-savvy individuals. Wealthsimple differentiates itself from competitors by focusing on a seamless experience and a human-centric approach to finance, making financial management simpler and more accessible. The company's goal is to empower everyone to take control of their financial future.

Company Stage

Late Stage VC

Total Funding

$826.6M

Headquarters

Toronto, Canada

Founded

2014

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.
  • The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.
  • Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

What critics are saying

  • Increased competition from zero-commission brokers could erode Wealthsimple's market share.
  • Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.
  • Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

What makes Wealthsimple unique

  • Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.
  • The company provides a seamless platform for investing, trading, saving, and tax filing.
  • Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

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Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays