LINK INVESTMENT MANAGEMENT INC

Role Description LINK is seeking a service-oriented and technically curious Implementations Manager to join our growing B2B SaaS Fintech company. This is a full-time, fully-remote role open to candidates anywhere in Canada. The Implementations Manager will own the end-to-end implementation of new plan sponsors — from contract execution through go-live and member onboarding — while also helping LINK design a repeatable integration process with HRIS and payroll partners through our integrations partner MERGE. The role is full-client-lifecycle, contributing to client success, member support, and partner enablement, with primary responsibility for implementation throughput and integration process design. - Own End-to-End Plan Sponsor Implementations - Manage a portfolio of new plan sponsor launches, from contract execution through go-live, training, and post-launch member onboarding. - Run discovery and kick-off meetings with plan sponsors, configure plan rooms and portal settings, and oversee plan build and quality assurance. - Coordinate sponsor admin training and support members through contribution setup and early issue resolution to ensure a smooth transition into steady-state. - Design and Operate the Integration Process - Partner with HRIS and payroll providers to scope and confirm integration requirements by platform type, and coordinate alignment across LINK, the partner, and the sponsor. - Help design a repeatable, documented integration process so that integration-led implementations can scale into a real LINK service offering over time. - Collaborate with Partners and Internal Teams - Work closely with referral partners and channel partners to ensure smooth lead handoff and a high-quality sponsor experience from first touch through launch. - Partner with the VP Client Success on partner enablement — surfacing referral quality issues, handoff gaps, and opportunities to strengthen joint processes. - Collaborate with Product, Engineering, and Operations to feed implementation and integration learnings into platform improvements and the CS AI roadmap. Qualifications - 3–6 years of experience in client success, implementation, onboarding, or technical account management roles — ideally in B2B SaaS, Fintech, HR Tech, or financial services. - Demonstrated success owning customer implementations end-to-end, including contracting, configuration, training, and post-launch support. - Comfort with integration-related work — including HRIS and payroll integrations — is a strong asset. - Strong customer retention and relationship-building skills; experience driving adoption, advocacy, and references is a plus. - Familiarity with workplace savings products (RRSP, TFSA, DPSP) is an asset but not required. - Knowledge of AI and large language model (LLM) platforms is an asset; bonus points for experience with Claude. Fluency in a second language is a nice-to-have. Requirements - Naturally curious and technically comfortable — happy to learn how an integration works under the hood and explain it back to a non-technical sponsor. - Self-starter with a strong sense of ownership; able to manage a portfolio of concurrent launches independently and bring structure to ambiguous situations. - Process-minded — instinctively documents what works, identifies what doesn’t, and continuously refines the playbook. - Consultative and service-oriented, with strong interpersonal skills and an entrepreneurial mindset. Benefits - Equity in the future of LINK - Competitive salary - Comprehensive benefits package - Training / Educational stipend Company Description LINK Investment Management provides business solutions for workplace savings programs from our headquarters in Calgary. Our innovative, fully digital, software-as-a-service (SaaS) business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management and investment options. We work directly with companies of all sizes and through channel partners like BMO to create the best solutions at an affordable price. For more information, visit us at www.linkinvestmentmanagement.com.

Role Description As Director of Partner Acquisition, you are LINK’s tip of the spear. Your job is to find, pursue, and close new partner relationships – primarily financial institutions (banks, credit unions), and secondarily advisors (financial, benefits, insurance) and technology providers (adjacent fintech, HRIS) – that license LINK’s platform and bring it to their clients. This is a business development and deal-closing role. You will be directly responsible for generating new Annual Recurring Revenue (ARR) and implementation revenue by selling LINK’s technology into prospective licensees. The successful candidate must be based in Toronto/GTA (Canada's financial centre), but will have the flexibility of working remotely in that area. If you’re a hunter who gets energy from building pipeline and signing deals that move an entire market, keep reading. What You’ll Do - Win New Partners - Own the full partner sales cycle from first conversation to signed agreement, with a relentless focus on closing deals that generate ARR and implementation revenue. - Proactively source and qualify partnership opportunities – prioritizing financial institutions, then advisors and technology providers – to build a continuously growing pipeline of high-value prospects. - Leverage market insights, industry events, and your personal network to open doors at target organizations. - Develop and execute scalable outbound strategies to penetrate new segments and expand LINK’s partner ecosystem across North America and into international markets. - Grow Within Existing Partners - Map large partner organizations to identify new lines of business, divisions, and channels where LINK can expand – for example, landing through a bank’s commercial arm and growing into their wealth advisory or benefits divisions. - Build and execute land-and-expand strategies that turn a single point of entry into a multi-division relationship, driving incremental ARR and implementation revenue. - Develop internal champions within partner organizations who advocate for LINK’s adoption across additional business units. - Negotiate and Structure Deals - Lead negotiations on partnership agreements, commercial terms, and revenue-sharing structures that maximize value for LINK and the partner. - Build compelling business cases and proposals that articulate LINK’s value proposition to prospective partners in their language. - Drive urgency and momentum in the deal cycle to compress time-to-close. - Collaborate Internally - Work closely with the CRO on pipeline strategy, sales planning, and alignment of partner acquisition efforts with LINK’s broader revenue goals. - Leverage the CEO and executive leadership to open senior-level doors and strengthen LINK’s credibility in strategic deal cycles. - Hand off closed partnerships to the VP of Client Success for seamless onboarding and activation of new clients acquired through partner channels. - Work cross-functionally with revenue operations, marketing, and product to optimize go-to-market strategies and accelerate deal flow. Qualifications - A proven track record of sourcing, negotiating, and closing partnership deals that directly drive ARR and implementation revenue. - Demonstrable success selling SaaS technology into financial institutions, advisors, or technology providers. - Experience in fintech and the workplace savings space is required. - Experience in a fast-scaling B2B SaaS organization is required. - Strong tech-enabled sales chops with expertise in tools like HubSpot, Fathom, and Claude AI, and an affinity for pushing sales technology to its limits. - Familiarity with sales methodologies such as MEDDIC, ensuring a structured and disciplined approach to pipeline management and deal execution. - Exceptional negotiation skills and the ability to build trust, create urgency, and influence decision-makers at every level of a partner organization. - Experience working cross-functionally in a dynamic, fast-paced environment to drive strategic outcomes. - Familiarity with Traction EOS is considered an asset. Who You Are - A hunter. You’re energized by prospecting, building pipeline, and closing new business with partners. - A strategic thinker who can spot high-value partner opportunities across segments and translate them into actionable, scalable plans. - Highly competitive and results-driven, with a bias for action and a track record of exceeding targets. - Entrepreneurial and resourceful – capable of navigating complex deal cycles with creativity and resilience. - A strong communicator who can craft persuasive narratives and present confidently to senior partner stakeholders. - Detail-oriented with strong organizational and time management capabilities. Benefits - This is a high-upside role designed for someone who is a proven closer. - If you thrive on winning new business, building impactful relationships with partners, and driving strategic growth at a company that’s actively expanding internationally, we want to hear from you. - The role has an OTE of $250,000-$300,000 made up of base salary, performance-based compensation and company stock/equity.

Role Description LINK is seeking an energetic and results-driven Inbound Sales Representative to join our growing B2B SaaS Fintech company. This is a remote role at the front line of LINK’s partnership-driven growth engine, responsible for managing and converting a high volume of warm, inbound leads generated through strategic referral agreements with leading global HR, payroll, and employer-of-record technology platforms, as well as financial institutions and financial/benefits advisors. The Inbound Sales Representative will play a critical role in expanding LINK’s client base by guiding prospective plan sponsors through the sales cycle—from initial outreach through to contract execution—ensuring an exceptional experience at every touchpoint. Key Responsibilities - Manage Inbound Lead Flow - Serve as the primary point of contact for all warm inbound leads referred through LINK’s partnerships with global HR and payroll technology providers, financial institutions, and financial/benefits advisors. - Respond to new referrals promptly, conducting initial outreach to qualify leads and schedule discovery meetings. - Maintain accurate and up-to-date records of all lead activity, pipeline stages, and conversion metrics in HubSpot. - Guide Prospects Through the Sales Cycle - Conduct discovery meetings with prospective plan sponsors to assess their workplace savings needs and educate them on LINK’s Group RRSP, Group TFSA, and DPSP solutions. - Lead follow-up meetings to address questions, present tailored proposals, and demonstrate LINK’s platform and value proposition, including competitive pricing and seamless digital onboarding. - Drive prospects to contract execution, managing the contracting process and coordinating with internal teams to ensure a smooth handoff to Client Success. - Collaborate with Partners and Internal Teams - Work closely with referral partners’ account executives and benefits teams to ensure a seamless lead handoff and aligned messaging. - Collaborate with the Chief Revenue Officer to provide feedback on lead quality, conversion trends, and opportunities to strengthen referral relationships. - Coordinate with LINK’s Client Success team to ensure new clients are onboarded efficiently and set up for long-term satisfaction. - Partner with revenue operations and marketing to refine sales collateral, improve lead qualification criteria, and optimize the inbound sales funnel. - Achieve Sales Targets - Manage a pipeline of inbound referrals, converting them through multiple stages of the sales process. - Meet or exceed monthly and annual targets for closed-won deals and assets under administration (AUA). - Track and report on key metrics including conversion rates at each stage, average deal size, and time-to-close. Qualifications - 2–5 years of experience in an inbound or inside sales role, ideally in B2B SaaS, Fintech, or the financial services industry. - Demonstrated success in managing high-volume lead pipelines and consistently meeting or exceeding sales quotas. - Knowledge of workplace savings products (Group RRSP, Group TFSA, DPSP) or a strong willingness to develop expertise quickly. - Experience with CRM tools such as HubSpot, including pipeline management and reporting. - Familiarity with sales methodologies such as MEDDIC is considered an asset. - Excellent communication and presentation skills, with the ability to clearly articulate LINK’s value proposition to a range of audiences. - Experience working within a partner-driven or channel sales model is a strong asset. - Familiarity with API integrations and payroll platform ecosystems is considered an asset. - Experience with conversational intelligence tools such as Fathom is considered an asset. - Knowledge of AI and large language model (LLM) platforms is considered an asset; bonus points for experience with Claude. Key Competencies - Self-starter with a strong sense of urgency and the ability to manage a high-velocity inbound pipeline independently. - Ability to continuously reinvent the sales process leveraging automation/AI to achieve massive scale without compromising quality. - Highly organized, with strong time management skills and attention to detail in pipeline and CRM hygiene. - Consultative selling approach, capable of understanding client needs and positioning LINK’s solutions accordingly. - Collaborative team player with excellent interpersonal skills and an entrepreneurial mindset. - Resilient and adaptable, comfortable working in a fast-paced, scaling environment. Compensation - Base salary of $60,000-$70,000 plus 20%-25% in incentive compensation. Why Join LINK? As an Inbound Sales Representative at LINK, you will be at the center of our fastest-growing revenue channel, converting warm leads into lasting client relationships. You’ll work alongside a passionate and driven team delivering innovative solutions in the Fintech space, with a direct and measurable impact on the company’s growth. If you thrive on closing deals, building relationships, and being part of something that’s scaling quickly, we encourage you to apply and join our journey.