Boosted.ai is a fintech company headquartered in Toronto, Canada with offices in New York City and Nashville. We provide finance-specific AI tools that automate custom research workflows, analyzing data continuously from millions of sources, all tailored to the needs of our investment management clients. We are a well funded, post Series-B company - our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada).
Position Description
This is a hybrid role based in our Toronto office, with an expectation of working in person three days per week.
Boosted.ai is looking for a highly motivated, results oriented Business Development Representative (BDR) to join our rapidly growing sales team. As a member of our sales team, your primary responsibility will be generating and qualifying leads for new business through a series of outbound, inbound, and strategic channel development initiatives. BDR will introduce those qualified sales opportunities and schedule meetings for Boosted.ai’s Sales Account Executives.
The successful candidate will be required to identify, research, and originate new revenue opportunities, triage new inbound activity, and generate sales qualified leads. They will be responsible for conducting initial meetings with Financial Services Executives and Portfolio Managers to understand their investment process, technology needs, goals and to drive new business towards the achievement of their weekly/monthly/quarterly quotas for sales qualified opportunities.
This is an excellent opportunity for an ambitious professional that is eager to gain exposure experience, and build a career in the high potential world of rapid scaling Financial Markets SaaS Technology.
If you are a highly motivated, entrepreneurial self-starter with a natural curiosity– we’d love to chat!
What You'll Be Doing (Key Responsibilities):
Become an Expert on Boosted.ai and our clients
Know what we do, who we sell to, and why they buy from us
Learn and master use of and demonstration skills for Boosted.ai
Understand the business drivers and be confident in delivering value statements to prospective clients within asset management, wealth management, investor relations groups, and global banks
Become an Expert on Boosted.ai Sales Process
Know and contribute to the success of the entire client lifecycle from prospecting to renewal
Be an expert on CRM data, workflows,and reporting
Know and contribute to sales cycle efficiency and enablement
Master the continuously evolving competitive landscape
Provide monthly internal updates on research and findings of competition
Provide understanding of competitive differentiators for Boosted.ai
Identify any threats presented, and counter objections to them
Identify and Prospect to Generate New Business Opportunities for Boosted.ai
Identify prospects for any given market vertical
Identify channel selling opportunities to cover swaths of clients vs individual opportunities
Curate Call lists
Define, create, and execute on outreach strategies
Achieve monthly Sales Qualified Lead (SQL) Quota
Qualify Inbound and Outbound Business Opportunities and pass to Sales/AE to work and close
Respond to 100% of inbound leads and responses to outbound prospecting by EOB daily
Maintain active engagement with new and existing leads through creative follow-up communications as needed to create a new business opportunity
Engage with prospects to perform qualification level discovery and present initial conceptual use case and associated value proposition
Sales Opportunity Documentation
Utilize CRM to capture all information on Contacts, Companies, and Deals
Manage/update existing CRM data and add newly identified companies/contacts
Maintain and update Deal status to accurately reflect opportunity, value, potential close date, and deal status
Sales Enablement & Sales/Account Executive Support
Maintain ongoing relationships with supported Sales Reps / AE
Be present, engage, and contribute to internal meetings and idea sharing
Perform regular process and workflow analysis to optimize GTM motions for BDR
Prepare and present ongoing updates and reports of BDR business to internal stakeholders.
Implement best practices in BDR operations to streamline workflows and create efficiencies in new business generation
Who You Are (Skills and Attributes):
Bachelor’s degree preferred; equivalent professional experience will also be considered
Degree in Business, Marketing, or a related field is preferred
Proven experience (2+ years) in Sales, Marketing, Sales/Business Development or a similar roles in an early-stage growth company is preferred
Experience and/or interest in AI/machine learning and financial modeling is preferred
Proficient with G-Suite, Gmail, Calendar, G-Drive, Slack, Zoom, HubSpot and LinkedIn
Experience working with or selling into Financial Sector is a plus
Strong interest in fintech and AI
An understanding of market dynamics and competitive landscapes in AI is a plus
Growth driven and thrives in a competitive environment
Self-motivated with excellent time management skills
Takes initiative and actively contributes new ideas
Knows how to prioritize responsibilities and manage time effectively
Eager to learn in a fast paced environment
Strategic thinker
Strong verbal and written communication and presentation skills
Ability to establish credibility with senior financial executives
Creative problem-solver with strong analytical skills
Desire to build a career in a client facing revenue organization
Comfortable with high-volume outreach, including making 100+ daily outbound calls to engage potential clients
Diverse Perspectives
We know that innovation thrives on product teams where diverse points of view come together to solve hard problems in ways that are just now possible. As such, we explicitly seek people that bring diverse life experiences, diverse educational backgrounds, diverse cultures, and diverse work experiences.
