Overview

OneVest is a fast‑growing technology company on a mission to power the world’s wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes’s best start‑up employers and named on the WealthTech100 list for 2024. Backed by investors such as Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more.

Location

This remote role is open to candidates across Canada and the United States, with a preference for candidates located near one of our offices in Toronto or Calgary.

What you’ll be doing

• Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high‑volume PLG users.
• Design and optimize the “Lead‑to‑Revenue” process around ...