Sales Development Representative

Sales & Business Development
Toronto, ON, Canada
Posted on Saturday, September 16, 2023 is a fintech company headquartered in Toronto, Canada with offices in New York City. We provide AI tools to asset managers to augment their equity capital markets research. empowers finance professionals to use AI and machine learning to sort through massive amounts of data to find stock opportunities. 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

We are excited to welcome a motivated and proactive Sales Development Representative (SDR) to our expanding sales team at As a SDR, you will play a crucial role in driving our sales efforts through inbound leads. This role provides an exceptional opportunity to gain hands-on experience in inbound sales within the rapidly evolving landscape of AI-driven financial technology.


  • Collaborate with the marketing team to follow up on inbound leads generated through various channels, such as website inquiries, content downloads, and webinar participants.
  • Engage with leads via phone, email, and online chat to understand their needs, educate them about's solutions, and qualify their interest.
  • Maintain a deep understanding of our product offerings and their benefits to effectively communicate value propositions to potential clients.
  • Schedule product demonstrations and consultations for qualified leads with our senior sales team.
  • Keep accurate and up-to-date records of interactions and lead progress in the CRM system.
  • Assist in refining sales strategies and messaging for inbound lead conversion.
  • Stay informed about industry trends, market developments, and's innovations.


  • Bachelor's degree in business, finance, economics, or a related field.
  • Excellent verbal and written communication skills.
  • Enthusiasm for understanding AI-driven financial technology and its applications.
  • Independent and collaborative work style with strong organizational abilities.
  • Attention to detail and commitment to providing outstanding customer experiences.
  • Comfortable and confident in engaging with potential clients through various communication channels.
  • Familiarity with CRM software and other sales tools is advantageous.
  • While previous sales experience is beneficial, it is not a strict requirement.

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. Please be prepared to share with us how your perspective will bring something unique and valuable to our product teams.