Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
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About the roleWealthsimple is looking for an experienced bilingual Account Executive to help grow our Wealthsimple for Business product line in the SMB segment. Reporting to the Manager, SMB Sales, you will be responsible for driving new logo and net deposit growth by engaging our existing customer base as well as new prospects with our financial products tailored to small and medium sized businesses across Canada. This role requires a balance of outbound hunting, inbound lead nurturing and re-engaging our existing customer base.
What you'll doDevelop relationships with small and medium sized business owners throughout Canada.
Know the Wealthsimple for Business SMB offering inside and out, including business banking, group retirement plans and business investing accounts.
Grow your qualified pipeline by nurturing inbound leads, engaging existing clients and hunting outbound for the right customers that align with our offering.
Develop opportunities for the business through outreach emails, calls, and qualification. In person events and customer meetings may come up from time to time.
Nurture and educate prospective clients throughout the entire sales cycle, from prospect all the way to closed won opportunity.
Stay up to date with both the Wealthsimple for business and retail offering.
Create targeted lists of high-net worth prospects and experiment outreach with new segments.
Be the first touchpoint in the SMB segment that articulates the Wealthsimple value proposition to potential prospects.
Understand the competitive landscape in the SMB space and be able to articulate how Wealthsimple can help business owners reach their financial goals.
Work closely with Product and Marketing on creative projects that help drive revenue growth.
Achieve monthly quotas and daily KPIs of outbound touches across email, calls, text.
Fluently bilingual in English and French (spoken and written).
3+ years sales experience in a closing role. Ideally in a fast-paced start-up environment, fintech or SaaS. Prior experience as an SDR and BDR is a significant asset.
Proficient in leveraging a high performance sales tech stack including Salesforce, Salesloft, Linkedin Sales Navigator, Gong and ZoomInfo.
Strategic market ownership — identify trends and build highly targeted lists of prospective clients that fit our ideal customer profile.
Customer first mindset — you have been successful in your career by understanding the ideal customer journey and have a client first mentality.
Strong communication — be able to run strong discovery calls and uncover a prospective client’s pain points and business goals.
Confidence — a proven track record of converting prospects into partners by securing commitment once all strategic goals and technical requirements have been met.
Process-oriented — a disciplined approach to managing the full sales lifecycle, ensuring a high degree of CRM hygiene and a proactive, data-driven strategy for lead nurturing.
Resourcefulness — you should have demonstrated track record of persevering in the face of adversity. When faced with a challenge, you build a plan to find a solution.
Creativity — you see there are many paths to accomplish a task. Thinking outside the box when connecting with potential customers can help you overperform in your role.
Natural Curiosity — you should be eager to understand our client’s needs and uncover the root of their problem.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMITechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
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