Account Executive, SMB, Bilingual

Role Overview

• Develop 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

Requirements

• 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

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)