Logo of Huzzle

Home

Matches

Explore

Manage

Operations Lead, Milestone Rewards

image

Wealthsimple

Oct 30

Applications are closed

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Business, Operations & Strategy
  • Toronto
    Remote

Requirements

  • Job Requirements:
  • - Proven experience in operations and partner management
  • - Excellent communication and interpersonal skills
  • - Strong analytical and problem-solving abilities
  • - Ability to build and maintain relationships with vendors
  • - Experience working in a fast-paced, collaborative environment
  • - Proficiency in data analysis and reporting
  • - Familiarity with client support processes and expectations

Responsibilities

  • Be the day-to-day contact between Wealthsimple and our milestone reward vendors to collaborate and report on operational issues
  • Work with vendors to develop a mutual understanding of what level of client support is expected to resolve client issues and inquiries
  • Work closely with the Product Specialist and Enablement teams to develop up-to-date training materials and knowledge base articles related to milestone vendor support
  • Define and be the primary owner of the escalation process for more complex issues that go beyond the scope of Wealthsimple CX, keeping vendors informed of these issues and collaborating to find a resolution
  • Track usage of Milestone Perks program and report back to finance
  • Collaborate with the Data Analytics team to build accurate reporting around milestone reward selection and provide vendors with monthly reports
  • Analyze and report on top ticket volume drivers and root causes by partner
  • Obtain monthly reports from vendors related to promo code usage and activation and provide regular updates to Wealthsimple stakeholders
  • Monitor production code selection across all vendors and submit purchase requests for additional codes when necessary

FAQs

What is the role of the Operations Lead in the Milestone Rewards team?

The Operations Lead is responsible for the day-to-day oversight of partnerships with milestone reward vendors, managing vendor relationships, identifying process improvements, and assessing overall performance to ensure alignment with company goals.

What are the primary responsibilities of the Operations Lead?

The primary responsibilities include being the main contact for vendors, developing client support expectations, creating training materials, managing escalation processes for complex issues, tracking program usage, collaborating with the Data Analytics team for reporting, analyzing top ticket volume drivers, and monitoring production code selection.

Is the Operations Lead position remote?

Yes, Wealthsimple operates as a remote-first team.

What benefits does Wealthsimple offer?

Wealthsimple offers a competitive salary, top-tier health benefits, a retirement savings matching plan, 20 vacation days, unlimited sick and mental health days, wellness and professional development budgets, a 90-day away program for international work, and scheduled company-wide wellness days off.

How does Wealthsimple value diversity and inclusion?

Wealthsimple is committed to building products for a diverse world and encourages applications from individuals of diverse backgrounds, regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

What kind of training materials will the Operations Lead be involved in developing?

The Operations Lead will work closely with the Product Specialist and Enablement teams to create up-to-date training materials and knowledge base articles related to milestone vendor support.

Will the Operations Lead have to analyze data?

Yes, the Operations Lead will collaborate with the Data Analytics team to build reports related to milestone rewards and analyze top ticket volume drivers by vendor.

How does Wealthsimple handle accessibility for candidates?

Wealthsimple provides an accessible candidate experience and is committed to making reasonable accommodations throughout the interview process and beyond, welcoming feedback on improving accessibility practices.

Get notified when Wealthsimple posts a new role

Get Hired with Huzzle

Discover jobs with AI-powered precision. Autofill and track applications, create tailored resumes, and find the best opportunities across the web – all by simply chatting.

Already have an account?