Embark Student Corp.

Role Description Are you a natural hunter—energized by targets, unafraid of cold calls, and driven to win? We’re looking for a client-centric sales professional with a proven track record of exceeding targets and building strong relationships. In this Inside Sales role, you’ll focus on new business development, managing the full sales cycle, and delivering exceptional onboarding experiences. You’re a confident communicator who thrives in a fast-paced, metrics-driven environment and is motivated by uncapped potential. Most importantly, you're aligned with our purpose: to change lives by propelling more students to—and through—post-secondary education successfully. We currently have one existing vacancy we are looking to fill in either British Columbia or Alberta. Challenges To Be Met - Generate new business daily through high-volume outbound calls, inbound follow-ups, and digital outreach. - Convert leads into clients using consultative selling strategies, delivering value-driven conversations that result in closed deals. - Own your pipeline from prospecting to follow-up to close using Salesforce to track progress and stay organized. - Build urgency and credibility through strategic messaging and objection handling. - Become a subject matter expert on Embark’s digital tools and confidently guide prospects through our offerings. - Engage with leads across multiple channels, including phone, video conferencing, and email. - Collaborate with marketing and internal teams to maximize conversion rates and continuously improve the sales process. - Follow Embark’s structured sales process and deliver a standout client experience from first contact to onboarding. Primary Responsibilities - Achieve and exceed monthly and quarterly sales targets by developing and closing new client opportunities. - Conduct targeted outbound calling campaigns and follow up on inbound leads from Embark’s website, marketing initiatives, and referral partners. - Manage lead flow and pipeline in Salesforce, ensuring consistent, timely follow-ups and accurate reporting. - Stay current on market trends and product knowledge to deliver tailored, relevant solutions to prospects. - Actively participate in training, coaching, and performance reviews to improve sales effectiveness. - Ensure all client interactions comply with regulatory standards and Embark’s Code of Conduct. - Support operational improvements and process enhancements that contribute to a more seamless client experience. - Contribute positively to the team by sharing insights, supporting colleagues, and embracing a culture of performance and inclusion. Who We Are Looking For We value each employee for their unique perspectives and experiences. If you are someone who has qualifications similar to what we are looking for and is aligned with the culture and values at Embark, please consider applying! We’re seeking high-energy, results-oriented sales professionals with a hunter’s mindset. You’ll succeed here if you’re resilient, proactive, and passionate about closing deals and driving growth. Qualifications - Proven inside sales success, consistently meeting or exceeding sales targets. - Strong cold calling and outbound sales experience; comfortable handling objections and closing. - Excellent verbal and written communication skills clear, persuasive, and customer-focused. - Proficiency with CRM systems (Salesforce preferred) and digital tools for virtual selling. - Strong time management and organizational skills, able to thrive in a fast sales cycle. - Familiarity with or eagerness to learn about financial products and services. - A growth mindset, comfortable with change, feedback, and evolving priorities. - Ability to work independently while contributing to a high-performing team culture. - Strong problem-solving skills and a proactive approach to challenges. Preferred Assets - Licensed by your provincial authority and recognized by the RESP Dealers Association of Canada. - Bilingualism (French, Mandarin, or Cantonese) is a strong asset.

Role Description - End-to-End Flow Design - Design and evolve user flows across the full product lifecycle, including onboarding, funding, withdrawals, dashboard, gifting, public site, and student experiences. - Translate business requirements and product goals into clear, intuitive user journeys and interaction models. - Identify friction points and opportunities to improve conversion, usability, and engagement. - Prototype Development & Research Support - Create low- and high-fidelity prototypes (primarily in Figma) to support user testing and concept validation. - Partner closely with UX Research to design experiments, usability tests, and A/B tests. - Iterate designs rapidly based on user feedback, insights, and analytics. - Figma & Design System Ownership - Build and maintain scalable design components, libraries, and reusable patterns within Figma. - Leverage tools such as Figma Make / AI-assisted design to accelerate ideation and prototyping. - Ensure consistency across public and authenticated experiences through strong design system adherence. - Cross-Functional Collaboration - Work closely with Digital Product Managers, engineers, and researchers to deliver high-impact experiences. - Participate in design reviews, sprint planning, and cross-functional discussions to align on priorities and constraints. - Communicate design rationale clearly to stakeholders and senior leadership. - Public & Authenticated Experience Support - Contribute to public site experiences and authenticated application flows. - Ensure cohesive UX across acquisition, onboarding, and in-product experiences. - Balance customer needs, technical constraints, and business goals when designing solutions. - Innovation & Concept Exploration - Develop innovative concepts and new product ideas through rapid prototyping and experimentation. - Explore emerging UX patterns, AI-assisted design approaches, and new interaction paradigms. - Support early-stage initiatives and strategic product bets. - Email & Lifecycle Experience Design - Design user journeys and flows for lifecycle communications (e.g., onboarding reminders, nudges, re-engagement). - Draft and refine email copy in collaboration with product and marketing teams to ensure clarity, tone, and effectiveness. - Validate messaging through testing and research where applicable. - Continuous Improvement & Measurement - Partner with Product and Research to measure the impact of design changes (conversion, drop-off, satisfaction). - Use data and insights to continuously refine and improve user experiences. Qualifications - 5+ years of experience in UX/Product Design, with a strong track record of owning and delivering end-to-end digital experiences. - Strong flow thinker, naturally designing clear, intuitive user journeys across complex products (onboarding, dashboards, transactions, etc.). - Highly proficient in Figma, including prototyping, component systems, and emerging tools like Figma Make / AI-assisted design. - Hands-on experience designing prototypes for research, and partnering closely with UX researchers to test and iterate on ideas. - Understanding of both public (marketing) and authenticated product experiences, designing seamlessly across both. - Comfortable leading and guiding design work, including directing and reviewing work from contract designers to ensure quality and consistency. - Thrive in cross-functional environments, working closely with product managers, researchers, and engineering teams. - Ability to balance speed and quality, moving quickly from concept to prototype while maintaining a high bar for usability and polish. - Strong communication skills, able to clearly explain design decisions to stakeholders and leadership. - Comfortable contributing to content and lifecycle experiences, including drafting and refining email copy and user communications when needed. - Curious and product-minded, always looking for ways to improve the customer experience and drive better outcomes. Benefits - 🌍 Flexible Ways of Working: Design your workday around what matters most with flexible hours and a Remote Work Arrangement. - 💪 Health & Wellbeing Support: Enjoy fitness reimbursements, paramedical coverage, and a generous health spending account. - 🚀 Career Development That Moves You Forward: Funding for courses, certifications, and conferences, along with ongoing coaching and personalized development planning. - 🎓 RESP Matching — Because Futures Matter: RESP matching to help your loved ones pursue their post-secondary dreams. - 🎉 Fun Is Part of the Job: Themed parties, surprise treat days, and team socials that create moments of joy and connection.

• Make outbound calls to customers and potential clients using a script provided by the company • Identify potential clients and tailor your approach to meet their needs and preferences. • Handle objections and rejections effectively, professionally, and positively • Introduce the company, explain its services to the potential client positively, and be enthusiastic about saving for post-secondary • Qualify the potential client to ensure they are a good fit for the services offered by the company • Schedule appointments with qualified potential clients based on their availability and the availability of the sales team • Confirm appointments with potential clients and provide them with any necessary information about the company or the appointment • Maintain accurate records of all client interactions and appointments scheduled using the company's CRM and other tools • Meet daily or weekly appointment booking targets set by the company

• Make outbound calls to customers and potential clients using a script provided by the company • Identify potential clients and tailor your approach to meet their needs and preferences. • Handle objections and rejections effectively, professionally, and positively • Introduce the company, explain its services to the potential client positively, and be enthusiastic about saving for post-secondary • Qualify the potential client to ensure they are a good fit for the services offered by the company • Schedule appointments with qualified potential clients based on their availability and the availability of the sales team • Confirm appointments with potential clients and provide them with any necessary information about the company or the appointment • Maintain accurate records of all client interactions and appointments scheduled using the company's CRM and other tools • Meet daily or weekly appointment booking targets set by the company

Role Description As our Marketing Automation Manager, you'll own the engine room of our lifecycle marketing. Reporting to the Director, Marketing Automation, CX & Insights, you'll be the hands-on technical owner of Salesforce Marketing Cloud—designing, building, and optimizing the automations, journeys, and data flows that move prospects and customers through every stage of their relationship with us. This is a role for someone who takes pride in the craft of execution. You'll formulate and build emails from the ground up, architect the automation logic behind them, and obsess over the details that separate good programs from great ones—inbox placement, sender reputation, render quality, and deliverability across every send. Challenges to be Met: - Build and orchestrate journeys: - Design, build, and continuously optimize automated journeys in Salesforce Marketing Cloud Journey Builder, translating lifecycle and segmentation plans into reliable, behavior-triggered programs that engage prospects and customers at the right moment across their entire journey. - Engineer audiences and data: - Write and maintain the SQL queries, data extensions, and audience logic that power our segmentation and sends—ensuring the right people receive the right message with accurate, well-structured underlying data. - Build and code emails: - Develop production-ready emails from the ground up using HTML, CSS, AMPscript, and dynamic content, delivering pixel-accurate, responsive, personalized communications that render flawlessly across clients and devices. - Protect deliverability and sender reputation: - Monitor and manage inbox placement, sender reputation, and spam risk across all sends—proactively testing, diagnosing, and resolving issues to keep our communications landing where they should. - Keep the program compliant and audit-ready: - Ensure every campaign meets CASL and privacy requirements, maintaining consent integrity, suppression logic, and documentation so the program stays clean, defensible, and audit-ready at all times. - Safeguard platform health: - Own the operational health of our marketing automation stack—monitoring data syncs, surfacing issues early, and troubleshooting integration and delivery failures before they affect customers. - Test, measure, and optimize: - Design and run A/B and multivariate tests, then analyze campaign performance to refine messaging, timing, and targeting—turning results into a continuous cycle of measurable improvement. - Collaborate across functions: - Partner with channel owners, platform experts, data teams, and implementation partners to ensure automation and email execution align with broader marketing strategy and organizational goals. - Other duties as required. Qualifications - 5–7 years of hands-on experience in marketing automation, email marketing and CRM, with a proven track record of building and operating sophisticated programs in Salesforce Marketing Cloud. - Deep, demonstrated technical expertise across the SFMC stack—Email Studio, Content Builder, Journey Builder, and Automation Studio—with the ability to architect and build automated, behavior-triggered journeys end to end. - Strong, practical SQL skills for building and maintaining data extensions, audience queries, and segmentation logic. - Proven hand-coding ability in HTML and CSS, plus working fluency in AMPscript and dynamic content to build responsive, personalized emails that render flawlessly across clients and devices. - Experience monitoring and managing deliverability—using diagnostic and inbox-placement tools to protect sender reputation, minimize spam risk, and resolve delivery issues. - Solid analytical skills, with proficiency in Google Analytics and campaign reporting, and the ability to turn performance data into testing and optimization decisions. - Working knowledge of CASL and privacy requirements, with a track record of keeping email programs compliant and audit-ready. - A meticulous, detail-oriented builder's mindset, with strong project management skills and the ability to manage multiple campaigns under tight deadlines. - Strong collaborator who works effectively with channel owners, data teams, and implementation partners, and can translate technical concepts for non-technical audiences. - University degree in Marketing, Business, Analytics, or a related field—or an equivalent combination of education and experience. - Experience in financial services or another regulated industry considered an asset. - Salesforce Marketing Cloud certifications (Administrator and/or Email Specialist) considered an asset. Benefits - 🌍 Flexible Ways of Working: Design your workday around what matters most. With flexible hours, you can balance work with all the other important things in life. And, with our Remote Work Arrangement, you can work from anywhere in the world for part of the year—whether that’s a beach in Bali or your cozy cabin in Muskoka. - 💪 Health & Wellbeing Support: Your wellbeing is our priority. Enjoy fitness reimbursements, paramedical coverage, and a generous health spending account. Recharge with Embark Wellness Days and wellness-focused afternoons, and access extended mental health support whenever you need it. - 🚀 Career Development That Moves You Forward: Fuel your growth with funding for courses, certifications, and conferences. Explore new horizons through job rotations and secondments, and benefit from ongoing coaching and personalized development planning that keeps your career moving. At Embark, people stick around for the long-haul. - 🎓 RESP Matching — Because Futures Matter: We don’t just talk about education—we invest in it. On top of RRSP matching, you’ll receive RESP matching to help your loved ones pursue their post-secondary dreams. - 🎉 Fun Is Part of the Job: We take fun seriously. From themed parties and surprise treat days to team socials that actually make you want to show up, we create moments that spark joy, build connection, and make work feel like more than just work.

• Generate new business daily through high-volume outbound calls, inbound follow-ups, and digital outreach. • Convert leads into clients using consultative selling strategies, delivering value-driven conversations that result in closed deals. • Own your pipeline from prospecting to follow-up to close using Salesforce to track progress and stay organized. • Build urgency and credibility through strategic messaging and objection handling. • Become a subject matter expert on Embark’s digital tools and confidently guide prospects through our offerings. • Engage with leads across multiple channels, including phone, video conferencing, and email. • Collaborate with marketing and internal teams to maximize conversion rates and continuously improve the sales process. • Follow Embark’s structured sales process and deliver a standout client experience from first contact to onboarding.

• Make outbound calls to customers and potential clients using a script provided by the company • Identify potential clients and tailor your approach to meet their needs and preferences. • Handle objections and rejections effectively, professionally, and positively • Introduce the company, explain its services to the potential client positively, and be enthusiastic about saving for post-secondary • Qualify the potential client to ensure they are a good fit for the services offered by the company • Schedule appointments with qualified potential clients based on their availability and the availability of the sales team • Confirm appointments with potential clients and provide them with any necessary information about the company or the appointment • Maintain accurate records of all client interactions and appointments scheduled using the company's CRM and other tools • Meet daily or weekly appointment booking targets set by the company

• Delivers exceptional customer experience to Embark customers and prospects. • Identifies customer needs and provides best solution or guidance in the best interests of customers. • Be a subject matter expertise for RESP and assist customer requests for RESP related services over the phone, e-mail and online chat, including contributions, payments and general account related inquiries. • Offer and guide customer to leverage digital and self serve options, seek out opportunities to meet with licensed specialists in other departments (e.g. refer new customers to Sales teams) and create easy & smooth experiences. • Takes ownership of challenges as they arise, identifying gaps and opportunities to keep customers on track. • Looks for ways to enhance or improve overall customer experience. • Organizes customer related information to ensure accuracy, completeness, and confidentiality. • Acts as both a team player and a leader: someone who can back up teammates and fill in for absences as needed and take the lead on important projects. • Broader accountabilities may be assigned as needed. • Supports customers who contact us through our centre, Monday to Thursday, 9 a.m. to 8 p.m. and Friday 9 a.m. to 6 p.m. (Eastern Time). Work schedule may differ from week to week in terms of days worked, hours, and shifts.

• Delivers exceptional customer experience to Embark customers and prospects. • Identifies customer needs and provides best solution or guidance in the best interests of customers. • Be a subject matter expertise for RESP and assist customer requests for RESP related services over the phone, e-mail and online chat, including contributions, payments and general account related inquiries. • Offer and guide customer to leverage digital and self serve options, seek out opportunities to meet with licensed specialists in other departments (e.g. refer new customers to Sales teams) and create easy & smooth experiences. • Takes ownership of challenges as they arise, identifying gaps and opportunities to keep customers on track. • Looks for ways to enhance or improve overall customer experience. • Organizes customer related information to ensure accuracy, completeness, and confidentiality. • Acts as both a team player and a leader: someone who can back up teammates and fill in for absences as needed and take the lead on important projects. • Broader accountabilities may be assigned as needed. • Supports customers who contact us through our centre, Monday to Thursday, 9 a.m. to 8 p.m. and Friday 9 a.m. to 6 p.m. (Eastern Time). Work schedule may differ from week to week in terms of days worked, hours, and shifts.

• Fulfil incoming customer requests including withdrawals, RESP transfers, and other subscriber and beneficiary changes accurately and within established service standards • Ensure all transactions are processed according to ESDC, CRA and RQ regulations • Administer and maintain contracts according to operational and regulatory standards by ensuring adherence to Operational SOPs • Provide SME expertise / UAT assistance in such projects as Statement of Account, Annual Tax Filing, and other system enhancements • Provide timely feedback for process improvements and SOP updates • Other tasks and duties assigned by the Manager