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Team Lead, Business Development Representative Team

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Wealthsimple

13d ago

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Business, Operations & Strategy
  • Quick Apply

AI generated summary

  • You must be client-focused, have 2+ years in sales team management, be tech-savvy, analytical, adaptable, goal-oriented, a strong communicator, and a self-starter. Bonus for start-up experience and finance certifications.
  • You will lead and motivate a team, optimize sales metrics, analyze performance reports, coach team members, share best practices, advocate for clients, and collaborate with Product and Marketing teams.

Requirements

  • Client-focused - Always put the client first
  • People Management - 2 years+ experience leading and driving results through B2B or B2C sales teams
  • Technology - comfortable leveraging Salesforce, Gong and Salesloft tooling
  • Analytical - comfortable uncovering bright spots and opportunities through data
  • Resourcefulness - demonstrated track record of persevering in the face of adversity
  • Adaptability - priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
  • Goal-oriented - you should have experience (and be excited about!) working hard towards a goal
  • Strong communication - you should be comfortable writing persuasively and communicating at all levels with context
  • Self-starter - when you see a need, you address it
  • Bonus: Experience in a fast-paced start-up (ideally tech or finance) and completed IFIC or CSC

Responsibilities

  • Lead and motivate a team of Business Development Representatives driving growth through outreach to new and existing clients
  • Own your team quota, metrics and performance optimizing for sales funnel conversion, speed to lead and pipeline management
  • Analyze reporting to uncover insights that will drive team performance optimization
  • Review calls and coach individual team members on their sales skills and workflows
  • Share best practices across the team to foster collaboration and a supportive work environment
  • Advocate for the client and BDR experience by uncovering challenges and solutioning in partnership with cross-functional stakeholders across Product, Marketing and Sales
  • Work closely with Product and Marketing teams on “playtests” to uncover new learnings and channels for growth

FAQs

What is the main mission of Wealthsimple?

Wealthsimple's mission is to help everyone achieve financial freedom by reimagining how they manage their money, providing transparent and low-cost financial services.

What are the responsibilities of the Team Lead, Business Development Representative Team?

The responsibilities include leading and motivating a team, owning team quotas and performance metrics, analyzing reporting for insights, coaching team members, advocating for client experiences, and collaborating with Product and Marketing teams.

What skills and experience are required for this role?

Required skills include being client-focused, having 2+ years of people management experience, comfort with sales tools like Salesforce, strong analytical skills, resourcefulness, adaptability, goal orientation, strong communication abilities, and a self-starter attitude.

Are there any preferred qualifications for candidates?

Yes, a bonus would be experience in a fast-paced startup environment (especially in tech or finance) and having completed IFIC or CSC.

What does Wealthsimple offer in terms of employee benefits?

Wealthsimple offers competitive salaries, 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 days away program, and company-wide wellness days.

Is there a diversity and inclusion policy at Wealthsimple?

Yes, Wealthsimple strongly encourages applications from diverse backgrounds and is committed to building products for a diverse world.

What is the workplace culture like at Wealthsimple?

Wealthsimple fosters an inclusive and high-performing culture where collaboration, humility, and inspiration are valued in creating impactful work.

How does Wealthsimple support professional development?

Employees receive up to $1,500 per year towards wellness and professional development budgets, supporting their growth and learning.

Is there an opportunity for working internationally?

Yes, Wealthsimple has a 90 days away program that allows employees to work internationally in eligible countries for up to 90 days per calendar year.

How does Wealthsimple ensure an accessible candidate experience?

Wealthsimple provides necessary accommodations throughout the interview process and beyond, actively working to improve their accessibility practices.