Sales Development Representative

Job Description

Toast is recruiting on behalf of a wealth management platform built for family offices. The company streamlines wealth management through secure, centralized tools, consolidating essential financial data and offering customized workflows so families can manage, grow, and safeguard their assets with ease and efficiency. They are looking for a Sales Development Representative to play a key role in accelerating growth, engaging and qualifying leads while partnering closely with Marketing and Sales to move opportunities forward. This is a great opportunity for a recent graduate eager to launch a career in SaaS sales, with a preference for candidates interested in fintech or financial services.
 

Responsibilities

 

• Act as a responsive, professional first point of contact that reflects well on the brand
• Proactively identify and reach out to prospective clients within target UHNW and family office segments to generate new opportunities
• Qualify inbound leads against the ideal customer profile through timely outreach and discovery conversations
• Partner closely with Account Executives on account planning, stakeholder mapping, and opportunity development
• Maintain accurate and up to date intelligence and engagement activity in HubSpot
• Nurture leads that aren't yet sales ready, keeping them warm until they are
• Continually build understanding of the family office industry, as well as the company's partners and clients

 

Requirements

 

• 1 to 3 years of relevant experience
• High curiosity and business acumen, with the ability to quickly understand complex financial and operational challenges
• A self starter with a high sense of urgency and ability to work within undefined processes
• Strong written and verbal communication skills, with the confidence to engage prospects and partners professionally
• Curiosity about SaaS, fintech, or financial services, and a willingness to learn about the UHNW and family office space
• Coachable and eager to build a foundation in sales
• Organized, responsive, and detail oriented, especially when managing multiple relationships and follow ups at once
• Collaborative, with the ability to work closely across Marketing and Sales
• Comfortable navigating ambiguity in a start up environment

 

Benefits

 

• OTE of $78,000 to $93,000 with an uncapped commission structure
• Full time position, remote friendly, with HQ based in Vancouver, BC
• Direct exposure to the UHNW and family office space, building specialized knowledge in a growing corner of fintech
• Close collaboration with Account Executives, offering a clear path to grow within sales
• The opportunity to help families manage, grow, and protect meaningful assets, with real impact on client outcomes