Manager - 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:
Commercial Productivity & Planning
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
Compensation
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
Data Management and Reporting
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
People Management & Cross-Functional Collaboration
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
Technology Management
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
Skills and experience we’re looking for:
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
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
Apply for this position
Manager - 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:
Commercial Productivity & Planning
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
Compensation
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
Data Management and Reporting
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
People Management & Cross-Functional Collaboration
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
Technology Management
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
Skills and experience we’re looking for:
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
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.