OUR MISSION

At Simply Wall St, we help people become confident, long-term investors. The stock market offers an exceptional opportunity for building wealth, but it’s easy to fail. While many chase quick wins, we believe in thinking long-term and investing like a business shareholder. Our product gives individual investors the capabilities to build a portfolio, previously only available to professionals.

WHY JOIN?

Help us empower individuals by giving them a new way to invest in stocks;
Work at a profitable, global, B2C SaaS startup;
Operating at scale with 6.5 million users across 180 countries;
Small team and flexible working environment;
Work with a product customers love: 4.5* Trustpilot Reviews;
Strong employee retention with 70% of the team with us for >2 years.

See more information about the company, how we work and benefits etc https://simplywallst.atlassian.net/wiki/spaces/SWSP/overview

ROLE OBJECTIVE

The objective of this role is to drive revenue growth by developing and managing relationships with listed companies. You will leverage your understanding of the stock market to generate new business, manage ongoing customer relationships, and support the execution of commercial initiatives, with a focus on clients in the USA and Australia. This is a hands-on sales role covering prospecting, lead management, campaign execution, and ongoing customer relationships. Beyond day-to-day sales, you will also contribute strategically to shaping our commercial function, go-to-market approach, and product evolution.

TEAM STRUCTURE

You will be our first hire in the Commercial team, reporting directly to the Chief Operating Officer. As the pioneer in this function, you will help shape our business development strategy from the ground up. You will collaborate closely with product, and executive teams to ensure client success and alignment between business opportunities and company strategy.

RESPONSIBILITIES

Sales & Lead Management

Identify and engage listed companies in the USA and Australia through outreach (calls, emails, LinkedIn) and manage inbound leads from marketing and referrals.
Run discovery conversations, deliver presentations via phone, video calls, in-person and drive opportunities through to close.
Maintain accurate CRM records of all activities, opportunities, and forecasts.

Campaign Management & Customer Success

Work with clients to design and deliver advertising campaigns that meet their objectives.
Oversee campaign execution with internal teams, ensuring high quality and timely delivery.
Provide reporting, insights, and recommendations during and after campaigns.
Support ongoing customer relationships to drive renewals, upsells, and long-term value.

Strategic Contribution

Provide structured feedback from clients and prospects to shape product development and positioning.
Contribute to building the commercial playbook — refining sales processes, messaging, and customer engagement strategies.
Partner with leadership to influence go-to-market models, pricing, and commercial strategy.

CAPABILITIES

Knowledge

Understanding of stock markets, investor relations, and financial communications.
Prior experience in business development, partnerships, or B2B sales.
Familiarity with advertising, financial media, or equity research is a strong advantage.
Knowledge of USA and Australian market practices is highly desirable.

Skills

Strong relationship-building and networking skills.
Persuasive communicator with excellent presentation and negotiation abilities.
Commercially minded with the ability to align client needs to revenue opportunities.
CRM management skills — disciplined in logging activities, keeping pipeline data accurate, and ensuring reliable forecasting.
Resilient, results-driven, and able to work independently to hit targets.

Attributes

Entrepreneurial mindset with a proactive, can-do attitude.
Adaptable and comfortable working in a fast-moving environment.
High integrity, professionalism, and emotional intelligence.
Self-motivated, ambitious, and eager to contribute to company growth.

PERKS

Flexible Remote Working: Work where you are most productive;
Simply Stop: Time is one of the most valuable commodities, so we stop working early on Fridays;
Share Club: We provide a subscription to SWS, cash for you to invest & regular sessions to discuss stocks and investment ideas;
Parental Leave Policy: With a supportive part-time return to work option;
Learning & Development Fund: We invest in your growth;
Team Events & Hackathons: An opportunity for everyone to come together and push what is possible.

Business Development Representative