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Lead Generator

2 weeks ago

Montréal, Canada Purpose Unlimited Full time

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 under-served segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is DRIVEN?
At DRIVEN, we are changing the landscape of financial technology Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.
**Role Summary**:
**Key Responsibilities**:
1. Lead Qualification & Channel Determination
- Qualify leads and determine the best channel for each customer based on their qualifications and financial needs.
- Ensure each lead is matched with the best-suited internal or external path to meet their financial needs.

2. Optimization & Partnership Development
- Identify and pursue potential financial product partners to expand our suite of referral products and better serve our clients' needs.
- Work with internal teams to optimize and enhance existing lead qualification processes.

3. Conversion Optimization & Customer Alignment
- Drive increased conversion rates on qualified leads and track where they convert (internally and externally).
- Ensure that prospects are serviced with the best-suited products to meet their needs at the right time.

**Key Performance Indicators (KPIs)**:

- Achievement of specific financial targets and growth objectives.
- Increased channel conversion rates for qualified leads.
- Successful prospecting of new partnerships.

What We’re Looking For?
- Proven experience in sales and lead management.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in CRM software and Microsoft Office Suite.

Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
- 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 the office.
- We care about your rewards - Competitive compensation including 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.