About this role

Initiate contact with potential banks through various channels
Research and identify potential clients within target markets
Assess the needs and challenges of prospective clients
Schedule meetings or calls between qualified prospective clients and the sales team
Maintain accurate records of interactions and progress with leads in the CRM system
Work closely with the marketing and sales teams to develop and implement effective strategies for lead generation and conversions

Bachelor's degree in Business, Finance, or a related field
Proven track record of success in similar sales roles achieving and exceeding quota
Excellent communication and presentation skills
Familiarity with CRM software and sales analytics tools
Hunger, grit, energy, and natural obsession with quality.

Best-in-Class Equipment: The most modern MacBook and Apple equipment.
Prime Location: Our downtown Vancouver office offers coastal views and access to the building fitness center.
Flexibility: Generous benefits, including a family leave top-up program and our Work-From-Anywhere policy.
Extended health and dental benefits
Paid time off
Savings and retirement plan matching
Parenthood top-up
Mentorship programs, and leadership series (to name a few)

Sales Development Representative

Key skills