Director, Inside Sales

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

Neo has an established team of product experts who serve our customers every day. This role exists to unlock the full potential of that team — transforming it into a high-performing inbound sales function that drives customer stickiness, deepens product adoption, and grows the revenue contribution of our existing customer base.

This is a strategy and infrastructure role. The team already has leaders who own coaching and day-to-day performance management. Your job is to build the framework around them: the sales model, the operating rhythm, the measurement infrastructure, and the playbook that turns an operations team into a growth engine.

You will be responsible for designing and owning the inside sales strategy — defining how we identify opportunities within our existing customer base, how we track and improve conversion, and how we use technology (including AI) to create scale and consistency across the function. You will set the vision, drive outcomes, and be accountable for revenue performance.

Success here requires close cross-functional partnership. You will work alongside CX Operations, Lifecycle, Marketing, and Product to ensure the inside sales motion is data-driven, compliant, and seamlessly integrated into the broader customer experience.

What You'll Do

• Build the Inside Sales Infrastructure: Design the operating model, playbooks, KPIs, compensation philosophy, and technology stack that enable a product-expert team to consistently perform as a sales function — without disrupting existing operational excellence.

• Own the Revenue Strategy: Define and drive the inside sales strategy, with accountability for outcomes tied to revenue growth, multi-product adoption, active customer growth, referrals, and credit progression.

• Lead Through Influence: Work closely with existing team leaders who manage the day-to-day coaching and performance of product experts — providing the strategic direction, tools, and frameworks they need to execute effectively.

• Drive Multi-Product Growth: Develop the approach for identifying and converting cross-sell and upsell opportunities within Neo's existing customer base — turning single-product relationships into comprehensive, multi-product ones.

• Transform Through Technology: Identify and implement technology solutions — including AI-assisted tools — that improve conversion rates, increase the efficiency of sales conversations, and create scalable, repeatable outcomes.

• Execute Cross-Functional Alignment: Partner with Lifecycle, Marketing, and CX Operations to ensure the inside sales motion integrates seamlessly with the broader customer journey — targeting the right customers at the right moments.

• Measure and Optimize: Build and own the performance measurement framework — tracking funnel metrics, conversion rates, revenue per interaction, and customer growth — and use data to continuously improve the model.

• Deliver Upstream Insights: Provide consistent feedback to Product, Marketing, and CX on what's working, what customers respond to, and where operational or product gaps exist.

What You Bring

• 7+ years of experience in inside sales, inbound sales, or sales strategy roles — with a demonstrated track record of building and optimizing sales functions, not just running them.

• Infrastructure Builder: Proven ability to design sales operating models, playbooks, and measurement frameworks — ideally in an environment where the team doing the selling wasn't hired as a sales team.

• Strategy and Execution Balance: Comfortable operating at both the strategic level (defining the vision and model) and the execution level (rolling up your sleeves to get the infrastructure built).

• Influential Leadership: Demonstrated ability to drive results through leaders and teams you don't directly own — building alignment, setting direction, and holding the function accountable through clear frameworks and shared goals.

• Multi-Product Expansion Expertise: Experience designing and executing cross-sell and upsell programs within an established consumer base, with a focus on deepening product relationships.

• Technology-Forward Mindset: Experience evaluating and deploying modern sales technology — including AI tools, lead scoring, outreach automation, and conversation intelligence — with a focus on scale and efficiency.

• Data-Driven Approach: Deep familiarity with sales funnel metrics — conversion rates, pipeline velocity, revenue per interaction, customer lifetime value — with the ability to use data to make and defend strategic decisions.

• Cross-Functional Fluency: Proven ability to work across teams — aligning sales strategy with Lifecycle, Marketing, Product, and Operations — without formal authority over those functions.

Bonus Points

• Experience in fintech, banking, Telecom or subscription/multi-product consumer businesses.

• Experience building sales capability within an operations or service-first team.

• Track record growing active customers and product adoption (not just net-new acquisition).

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.