Remote Associate, Revenue Operations

Summary

Join Wealthsimple, a fintech company on a mission to help everyone achieve financial freedom, in the role of Revenue Operations Specialist. In this position, you will support process optimization, own attribution manual adjustments, and collaborate with go-to-market teams to optimize processes.

Requirements

• 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
• 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
• Attention to Detail: You have the ability to review interactions with a fine-tooth comb
• Passion for clients - Is incredibly passionate about our clients and our products

Responsibilities

• 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

Benefits

• Competitive salary
• Top-tier health benefits
• Life insurance
• Retirement savings matching plan using Wealthsimple Work
• 20 vacation days per year
• 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