Full-Time
Manager – Revenue Operations
Posted on 11/20/2024
Wealthsimple
1,001-5,000 employees
Financial technology for investing and taxes
Senior
Remote in Canada
- Revenue or Sales Operations Experience - 5+ years working directly with 200+ sales teams and leadership to drive productivity and growth
- Data and Analytics - strong SQL and analysis skills
- Technology - Salesforce, Salesloft & Gong tooling familiarity
- 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
- Team Management Experience - Experience leading a team of experts is a plus.
- 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
- Drive sales team productivity by optimizing systems and processes to drive improvements in quota attainment, performance metrics, sales funnel conversion, speed to lead, sales cycle length and pipeline management. Increase the time spent on actual selling
- Manage the sales team’s forecasting and capacity planning approach and find ways to optimize for growth
- Start evaluating methods to divide the target market and both prospective and current accounts by grouping clients with common characteristics
- Be responsible for the operational processes and systems for communicating and administering compensation plans for commercial teams
- Work closely with sales leaders on the creation of attainable, yet growth-oriented quotas for sales
- Build data-driven compensation plan designs, which appropriately rewards sellers for contributing to sustained revenue growth
- Develop impactful and robust reporting tools to drive sales manager and team member productivity that increase visibility and uncover actionable insights
- Work with finance and sales leadership to build out revenue models
- Build out business cases and financial models related to their recommendations
- Coach and develop the skills of a revenue operations associate
- Work closely with sales leaders and go-to-market teams to ensure alignment on revenue goals and initiatives
- Facilitate communication and collaboration across departments to drive cohesive strategy
- Oversee the optimization of revenue-related tools and technologies (e.g. Sales Compensation tool)
- Evaluate and recommend new technologies to enhance operational efficiency and reporting capabilities
Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies, as well as tax filing services that are designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on a digital platform that is tailored for young professionals and tech-savvy individuals, making financial management easier and more accessible. The company's goal is to simplify the financial management process for everyone, using technology to create a more approachable and human-centered experience.
Company Stage
N/A
Total Funding
$826.6M
Headquarters
Toronto, Canada
Founded
2014
6 month growth
↑ 3%1 year growth
↑ 19%2 year growth
↑ 21%
Simplify's Take
What believers are saying
- Achieving unicorn status with significant backing from high-profile investors like Drake and Ryan Reynolds signals strong market confidence and growth potential.
- The selective rollout of Wealthsimple Cash features indicates a strategic approach to product development and user engagement.
- Wealthsimple's ability to raise substantial funds, such as the recent € million for its Venture Fund I, showcases its robust financial health and investor trust.
What critics are saying
- The competitive landscape of digital wealth management and fintech is intense, with rivals like Revolut and Robinhood posing significant threats.
- The selective availability of new features, like those in Wealthsimple Cash, could frustrate potential users and slow adoption.
What makes Wealthsimple unique
- Wealthsimple's focus on the Canadian market allows it to tailor its products and services to local needs, unlike global competitors.
- The company’s integration of zero-commission brokerage features sets it apart in the digital wealth management space.
- Wealthsimple's recent venture into cryptocurrency and digital assets positions it uniquely at the intersection of traditional finance and emerging digital trends.
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