Business Development Representative

**We’re building our Nest**
- Where you’ll be: Working remotely, anywhere in Canada (in EST)_
- Your Role: Business Development Representative_
- Reporting to: _
- Jeff Berthiaume_

**Who We Are**:
Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure investors have access to sophisticated, personalized and transparent wealth management services. Nest Wealth is Canada’s largest independent digital wealth management platform, offering both direct-to-investor and advanced business-to-business solutions.

Finding amazing people is one of the hardest parts of building a successful company. That’s why we take our culture and our people seriously. We are a proud recipient of ‘Great Place to Work’ for the past 3 years, ‘Best Workplaes for Inclusion’, ‘Best Workplaces in Technology’, and ‘Best Workplaces in Canada’ and we've recently been recognized as part of the top 10 scaling startups in Canada by CIX.

Before you apply, get an inside look into our culture and learn from team members who discuss what we’re building, recent problems we’ve solved, how/why we’ve made changes to our tech stack and what it’s like joining our team

**The Opportunity**:
Nest Wealth is looking for an energetic and self-motivated individual to join our growing enterprise sales team. You will play a critical role in building the sales pipeline and will be entrusted with identifying and creating new qualified sales opportunities for the outside sales team.

**Why we need your expertise**:

- You have a minimum of 1 year of business development experience in a B2B environment or relevant education/training
- You have demonstrated ability and confidence with prospecting, specifically cold-calling
- You have experience using HubSpot, Salesforce, LinkedIn, Outreach, etc.
- You are comfortable in a fast-paced, high-energy environment
- You are able to engage, inspire and spark curiosity throughout conversations/outreach
- You understand the value of active listening, and how to lead value-add conversations
- You show an interest in the Fintech space; a passion for connecting technology and business success
- You have a passion for success, are naturally curious and creative
- You desire to be in technology sales and a strong technical aptitude
- You thrive in a fast-paced, dynamic, and quota-driven environment

**How you will make an impact**:

- Research prospective customers, create outreach strategies, and identify sales opportunities
- Execute outbound outreach, and prospecting to create a great first impression on our prospects and inspire them to learn how Nest Wealth can benefit their business
- Qualify and secure meetings with decision-makers (Head of Wealth Management, CEOs, and COOs)
- Continuously build and manage a sales pipeline by tracking activities and maintaining relevant information through our CRM (Salesforce)
- Leverage technology to personalize at scale
- Keep up to date on industry trends including competitor activities and capabilities
- Work closely and collaboratively with internal partners to answer prospect questions and assist in the development of proposals
- Participate In and deliver demonstrations of Nest Wealth’s technology to potential partners

**How can you grow**:

- Continual internal mobility opportunities as we scale. We will work with you to develop a clear career path depending on your professional goals. An example of where this role could lead is Account Executive or Sales Team Lead
- Be part of our exciting expansion into the US market
- Mentorship/coaching opportunities from the existing team, we have built a robust onboarding process to help you feel set up for success from day one
- Exposure to the FinTech space and being an active participant in how the landscape of digital wealth management is evolving
- You will be collaborating with other skilled professionals, inspiring leadership and key stakeholders
- Learning and development stipend to put towards professional development
- Dedicated Udemy D.E.A.L Days (Drop Everything And Learn)
- Company-wide lunch & learns across the organization to learn more about fintech

**It would be GREAT if you had**:

- Industry experience (preferably within FinTech)
- SAAS sales experience
- Familiarity with CRM and Sales Automation platforms
- Previous experience or strong familiarity with the investment industry, IIROC Dealers, and Portfolio Management firms
- Sales training
- Bachelor's Degree

**What you can expect with our interview process**:
We understand interviewing can be a daunting experience, and we are here to support you every step of the way. Here is a step-by-step guide on what interviewing with us looks like:
1. 30 min “get to know you” interview with our Talent Team

2. 60 min “Meet the Hiring Manager” interview with our Account Executive

3. 60 min “Meet the Team” case-study interview with our Chief Revenue Officer, Director of Customer Succe