Business Development Representatives (Western Canada)

Overview

Our client is a fast-growing SaaS fintech company located in the heart of Old Montreal. Positioned for significant expansion over the next 12 months, our client serves accounting firms, family offices, and financial professionals who demand efficient and accurate processing of multi-source financial data.

With a cloud-based subscription solution (SaaS) and on-demand Managed Services, they specialize in automated reconciliation and data processing. The company enables firms and professionals to focus on their clients and proactive tax planning, eliminating the need for repetitive and outdated manual tasks.

They are seeking a driven and dynamic Business Development Representatives (Western Canada) to help propel their growth. If you thrive in a fast-paced environment and are passionate about connecting with clients to deliver impactful solutions, this is the role for you.

Key Responsibilities

• Lead Generation & Prospecting: Identify and research potential clients, including accounting firms and family offices, to build and maintain a strong pipeline.
• Client Engagement: Conduct outreach to prospective clients, understand their needs, and align their challenges with our client's innovative solutions.
• Demo Scheduling: Qualify prospects and schedule product demos and introductory meetings for the sales team.
• CRM Management: Maintain accurate and up-to-date records in Freshsales CRM and monitor key performance indicators (KPIs).
• Collaboration: Partner with the sales and marketing teams to refine outreach strategies and drive collective success.

Qualifications

• 2+ years of experience in sales or business development (experience in SaaS or financial services is preferred).
• Familiarity with accounting workflows is an asset.
• Exceptional communication skills with a proactive, self-starter mindset.
• Proficiency with CRM tools (Freshsales experience is a plus).

Compensation & Benefits

• Compensation: Competitive base salary ($60,000-$70,000) with performance-based incentives (OTE $120K, uncapped) plus benefits.
• Career Growth: Opportunities to advance in a rapidly scaling company.