Wealthsimple

Mid Market Account Executive

Wealthsimple

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$96,000 - CA$120,000 per year

About the role

  • Proactively develop and maintain engaging relationships with advisors to drive excitement about the Wealthsimple for Business workplace group savings offering.
  • Partner with advisors to review quote specifications for potential clients, and write and present proposals to advisors or potential clients.
  • Generate new business opportunities by actively prospecting and promoting Wealthsimple’s workplace group savings offering directly to sponsors.
  • Engage prospects at the C-suite, VP, and Director level across all industries and geographies in Canada.
  • Build a deep pipeline of potential customers from outbound efforts, events and brand marketing opportunities, and networking.
  • Work with industry partners including other technology partners, benefit brokers, and consultants.
  • Effectively manage and organize 50+ opportunities in Salesforce at any given time.
  • Run a disciplined sales process, building off the team's previous success while looking for opportunities to make it more efficient.
  • Work cross-functionally with the core W4B team to provide product, operations, and go-to-market feedback.
  • Be creative – we are constantly entering new parts of the market, pitching new solutions, and developing new programs.

Requirements

  • Drive and Determination: You should have a demonstrated track record of persevering in the face of adversity.
  • Proactiveness: We’re a small team - the expectation is that you will take action without being told.
  • Results-oriented: You should have experience (and be excited about!) building and managing your own pipeline in the face of uncertainty.
  • Deal Closing: You should know how to get to, or influence, the executive decision maker, align the sale to a business goal or need, and manage negotiations.
  • Communication and Relationship Building: You should be a concise and articulate communicator while also being able to persuade and convince your audience.
  • Relevant Experience: At least 5 years experience selling, preferably to the Human Resources (HR) Leadership segment.
Benefits
  • Top-tier health benefits and life insurance
  • Long-term group savings with employer match using our Wealthsimple for Business platform
  • 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
  • 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
  • A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Drive and DeterminationProactivenessResults-orientedDeal ClosingCommunicationRelationship Building