Team Lead - Woodside Square
Role Overview
As a Team Lead at Neo Financial, you will manage and mentor a team of Sales Representatives at activation events, driving customer acquisition for Neo's credit card and money account. You'll oversee training, scheduling, booth setup, and performance tracking, while also actively selling products. This is a mid-level leadership role requiring flexibility to work evenings and weekends.
Perks & Benefits
Remote work with flexibility for evening and weekend events. Opportunity to lead a sales team at a rapidly scaling fintech company ranked #1 on Deloitte's Technology Fast 50. Equity participation for select roles, and a collaborative culture focused on innovation and ownership.
Full 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.
#LI-SP2
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.
At Neo, ownership is part of how we think and operate. For select roles, equity participation reinforces that mindset by giving employees a direct stake in the company’s long-term success. Regardless of role, every team member is expected to think like an owner and make decisions that move the business forward.
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.
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