Team Lead - Ottawa

Neo Financial; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Equity through stock options

Inclusive work environment

Growth-oriented culture

Job summary

A fintech company in Ottawa is seeking a Team Lead to empower and guide Sales Representatives in acquiring customers. This role involves developing engaging training sessions, optimizing team schedules, and overseeing sales performance. The ideal candidate has significant sales experience, leadership skills, and the ability to motivate a team. Evening and weekend availability is required for activation events. Join us in building a rewarding financial future for Canadians!

Qualifications

• Proven experience in a sales role, achieving/exceeding targets.
• Demonstrated leadership in a sales environment.
• Exceptional communication and interpersonal skills.
• Ability to motivate and develop a sales team.
• Excellent organizational skills with attention to detail.
• Flexibility for evening/weekend work.

Responsibilities

• Develop and deliver training sessions for Sales Representatives.
• Manage team schedules to maximize sales opportunities.
• Setup and dismantle activation booths effectively.
• Monitor team sales performance and provide feedback.
• Support the team at activation events.

Skills

Sales achievement

Leadership

Communication

Coaching and development

Organizational skills

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 scaling 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 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025 — the first company ever to achieve a three‑peat at the top!
• #1 Fastest Growing Company in Canada for 2024 by Globe & Mail
• Top‑ranked mobile apps and credit cards
• Team of 500+ people
• 1M+ customers
• 10K+ retail partners

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

• Develop and deliver engaging training sessions, providing ongoing coaching and mentorship to Sales Representatives to sharpen their skills and product knowledge.
• Strategically manage and optimize team schedules to ensure effective coverage and maximize sales opportunities at all activation events.
• Oversee the professional setup and efficient dismantle of Neo activation booths, ensuring everything is organized and branded effectively.
• Monitor individual and team sales performance against targets, providing constructive feedback and implementing strategies to drive consistent success.
• Provide hands‑on support and guidance to your team at various activation events, troubleshooting issues and leading by example.
• Collaborate with management to refine sales techniques and strategies, ensuring the team is equipped to achieve acquisition goals.
• You may be responsible to generate sales revenue by actively selling company products and services and developing strong customer relationships.
• 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 raise the bar and deliver exceptional experiences for our customers.

Our commitment to customer success drives everything we do, from building world‑class 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 empowering each other to move fast and think big.

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, where ideas move quickly and teams build momentum together. As we continue to scale and evolve, we’re looking for builders, innovators, and problem solvers 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.

By continuing with your application, you agree to the Candidate Privacy Notice, which guides how we process your personal information for the purpose of your application.

Neo Financial leverages artificial intelligence (AI) to reinforce our candidate evaluation process, including the initial assessment of applications and screening of candidates. These tools support our recruitment team; however, all final hiring decisions are made by humans and are not based exclusively on automated processing. If you require further information regarding our data processing practices, please contact us.

We are hiring for an open, vacant position.