Team Lead - Cataraqui Centre

Neo Financial; Kingston; On-site; CAD 70,000 - 100,000; Full time

Job summary

Neo Financial is seeking a Team Lead to guide Sales Representatives in empowering customers to acquire financial products. This leadership role focuses on training, performance management, and strategic sales support to ensure success at activation events. Ideal candidates will possess proven sales achievements, leadership skills, and a passion for achieving goals in a dynamic fintech environment.

Qualifications

• Proven experience in a sales role with a track record of achieving targets.
• Demonstrated leadership or supervisory experience.
• Ability to motivate and develop a sales team.

Responsibilities

• Develop and deliver training sessions for sales representatives.
• Monitor team sales performance and provide feedback.
• Manage schedules to optimize sales opportunities.

Skills

Sales Achievement

Leadership

Coaching

Communication

Organization

Job description

Join us to build a more rewarding financial future for all Canadians

At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly expanding tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.

• #1 Fastest Growing Company in Canada for 2024 by Globe & Mail
• Deloitte’s Fast 50 in Canada Winner for 2023 and 2024
• LinkedIn’s Top Startup in Canada for 2022 and 2023
• Top-ranked mobile apps and credit cards
• Team of 700+ people
• 1M+ customers
• 10K+ retail partners
  
  

At Neo, we’re disrupting the future of finance. Our suite of products speaks for itself; high-interest daily operating accounts - Neo Money - investment funds - Neo Invest - digital mortgages - Neo Mortgages - and most notably, the Neo Credit card, which was voted the best cashback card in Canada in 2021. We’ve raised $299M with world-class investors, and are one of the few Canadian technology companies that have reached ‘unicorn’ status (valued at over $1B). Our market fit is evident, with over 1M user accounts. All since 2019!

The Role

We're looking for a highly motivated and inspiring Team Lead to champion our brand and guide our Sales Representatives in their mission to represent Neo. You'll be at the forefront of our activation efforts and your primary responsibility will be to empower and enable your team to excel at acquiring customers by signing them up for the Neo Credit card, the Neo Money account, and other Neo products.

What You'll Do

• Team Sales Training & Coaching: Develop and deliver engaging training sessions, providing ongoing coaching and mentorship to Sales Representatives to sharpen their skills and product knowledge.
• Scheduling: Strategically manage and optimize team schedules to ensure effective coverage and maximize sales opportunities at all activation events.
• Opening/Closing Booth: Oversee the professional setup and efficient dismantle of Neo activation booths, ensuring everything is organized and branded effectively.
• Performance Leadership: Monitor individual and team sales performance against targets, providing constructive feedback and implementing strategies to drive consistent success.
• On-Site Support: Provide hands-on support and guidance to your team at various activation events, troubleshooting issues and leading by example.
• Sales Strategy: Collaborate with management to refine sales techniques and strategies, ensuring the team is equipped to achieve acquisition goals.
• Reporting: Track key sales metrics and provide regular reports on team performance, offering insights for continuous improvement.
  
  

Who We Are Looking For

• Proven experience in a sales role, with a strong track record of achieving or exceeding sales targets.
• Demonstrated leadership or supervisory experience, ideally within a sales environment.
• Exceptional communication and interpersonal skills.
• A natural ability to motivate, coach, and develop a sales team.
• Excellent organizational skills with meticulous attention to detail.
• Flexibility to work evenings and weekends as required by activation events.
  
  

Working At Neo

The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.

We trust, respect, and support each other. This means honest conversations, constructive input, and continuous support. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we’re looking for change-makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.

All team members have a stake in Neo’s success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you’ve heard that Neo employees work hard, it’s true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company’s success.

Apply With Us

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

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