Sales Development Representative

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is DRIVEN?
At Driven, we are redefining the financial technology space with a mission to empower Canadian small businesses through innovative financial services. Our advanced software platform, real-time data connections, and data science models allow us to deliver tailored support to help entrepreneurs succeed when they need it most.
**Role Summary**:
Additionally, you may assist with administrative tasks, such as collecting and organizing necessary documentation to ensure smooth deal completion. This combination of sales outreach and administrative support will be vital to the success of our client relationships and overall sales goals.
**Key Responsibilities**:

- Lead Nurturing & Relationship Building: Build and maintain strong relationships with a pipeline of former clients, offering timely and relevant solutions based on their current financial situation and business goals.
- Administrative Support for Deal Completion: Assist with collecting and organizing required documents from clients to help finalize deals. Ensure all paperwork is properly completed and submitted in a timely manner, supporting the sales process.
- Track and Analyze Performance: Monitor the success of re-engagement efforts, providing data-driven insights and feedback to optimize future outreach strategies. Report on progress toward revival sales goals and performance metrics.
- Manage CRM and Client Data: Update and maintain client profiles in CRM systems (Salesforce), ensuring accurate and up-to-date records of all interactions, and continuously refine lists of potential revival clients.

**Key Qualifications**:

- 1-3 years of experience in a Sales Development Representative (SDR) or Account Executive role, ideally in finance or B2B environments.
- Previous experience re-engaging dormant clients or leads is a plus.
- Bilingual (English and French): Proficient in both languages, with strong written and verbal communication skills in each.
- Strong time-management and organizational skills.
- Proficient in using CRM systems (Salesforce or similar) and sales automation tools.
- Ability to build relationships and engage clients with personalized, thoughtful outreach.
- Goal-oriented, with a strong ability to work independently.
- Adaptability to shifting priorities and responsiveness to client needs.
- Analytical mindset, with a focus on continuous improvement of outreach efforts.

Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023, 2024 & 2025. Three times in a row
- We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure - A flexible hybrid work model that empowers you to do your best work whether at home or in the office.
- We care about your rewards - Competitive compensation, including an equity program.
- We care about your health - comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
- We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
- We care about your family - Paid parental leave for eligible employees with a top-up.
- We care about your future - Generous Group RRSP matching and an optional TFSA program.
- We care about your development - We offer training opportunities and tuition support year-round.

We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.