Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We’re already trusted by leading enterprises and developers with over $5T under management with Boosted.ai.
From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation.
Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We’re looking for sharp, low-ego people to help teams find their edge.
Why is Boosted.ai the best place to work?
- Customers love the product (adopted by many of the biggest financial institutions and rapidly expanding to more firms)
- We’re growing a lot (5x in the last year)
- Incredible culture (our customers keep applying to work here)
- Well-resourced — 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
This is a hybrid role based in our Toronto office, with an expectation of working in person three days per week.
Boosted.ai is looking for a highly motivated, results oriented Business Development Representative (BDR) to join our rapidly growing sales team. As a member of our sales team, your primary responsibility will be generating and qualifying leads for new business through a series of outbound, inbound, and strategic channel development initiatives. BDR will introduce those qualified sales opportunities and schedule meetings for Boosted.ai’s Sales Account Executives.
The successful candidate will be required to identify, research, and originate new revenue opportunities, triage new inbound activity, and generate sales qualified leads. They will be responsible for conducting initial meetings with Financial Services Executives and Portfolio Managers to understand their investment process, technology needs, goals and to drive new business towards the achievement of their weekly/monthly/quarterly quotas for sales qualified opportunities.
This is an excellent opportunity for an ambitious professional that is eager to gain exposure experience, and build a career in the high potential world of rapid scaling Financial Markets SaaS Technology.
If you are a highly motivated, entrepreneurial self-starter with a natural curiosity– we’d love to chat!
What You'll Do
- Become an Expert on Boosted.ai and our clients
- Know what we do, who we sell to, and why they buy from us
- Learn and master use of and demonstration skills for Boosted.ai
- Understand the business drivers and be confident in delivering value statements to prospective clients within asset management, wealth management, investor relations groups, and global banks
- Become an Expert on Boosted.ai Sales Process
- Know and contribute to the success of the entire client lifecycle from prospecting to renewal
- Be an expert on CRM data, workflows,and reporting
- Know and contribute to sales cycle efficiency and enablement
- Master the continuously evolving competitive landscape
- Provide monthly internal updates on research and findings of competition
- Provide understanding of competitive differentiators for Boosted.ai
- Identify any threats presented, and counter objections to them
- Identify and Prospect to Generate New Business Opportunities for Boosted.ai
- Identify prospects for any given market vertical
- Identify channel selling opportunities to cover swaths of clients vs individual opportunities
- Curate Call lists
- Define, create, and execute on outreach strategies
- Achieve monthly Sales Qualified Lead (SQL) Quota
- Qualify Inbound and Outbound Business Opportunities and pass to Sales/AE to work and close
- Respond to 100% of inbound leads and responses to outbound prospecting by EOB daily
- Maintain active engagement with new and existing leads through creative follow-up communications as needed to create a new business opportunity
- Engage with prospects to perform qualification level discovery and present initial conceptual use case and associated value proposition
- Sales Opportunity Documentation
- Manage/update existing CRM data and add newly identified companies/contacts
- Utilize CRM to capture all information on Contacts, Companies, and Deals
- Maintain and update Deal status to accurately reflect opportunity, value, potential close date, and deal status
- Sales Enablement & Sales/Account Executive Support
- Maintain ongoing relationships with supported Sales Reps / AE
- Be present, engage, and contribute to internal meetings and idea sharing
- Perform regular process and workflow analysis to optimize GTM motions for BDR
- Prepare and present ongoing updates and reports of BDR business to internal stakeholders.
- Implement best practices in BDR operations to streamline workflows and create efficiencies in new business generation
What You'll Bring
- Bachelor’s degree preferred; equivalent professional experience will also be considered
- Degree in Business, Marketing, or a related field is preferred
- Proven experience (2+ years) in Sales, Marketing, Sales/Business Development or a similar roles in an early-stage growth company is preferred
- Experience and/or interest in AI/machine learning and financial modeling is preferred
- Proficient with G-Suite, Gmail, Calendar, G-Drive, Slack, Zoom, HubSpot and LinkedIn
- Experience working with or selling into Financial Sector is a plus
- Strong interest in fintech and AI
- An understanding of market dynamics and competitive landscapes in AI is a plus
- Growth driven and thrives in a competitive environment
- Self-motivated with excellent time management skills
- Takes initiative and actively contributes new ideas
- Knows how to prioritize responsibilities and manage time effectively
- Eager to learn in a fast paced environment
- Strategic thinker
- Strong verbal and written communication and presentation skills
- Ability to establish credibility with senior financial executives
- Creative problem-solver with strong analytical skills
- Desire to build a career in a client facing revenue organization
- Comfortable with high-volume outreach, including making 100+ daily outbound calls to engage potential clients
Our Values
We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do.
- Collaborative – We value our team and know that success can only come from working together
- Client Centric – Our focus is always on our clients and consistently delivering them value
- Action Oriented – We remove barriers and we seek to improve in measurable ways
- Accountable – We are accountable for ourselves, and we hold each other accountable
- Respectful – We are proud of our work, we are respectful of each other’s opinions, and we keep a positive attitude
What we offer
We want our benefits to reflect our values and offer the following to full-time employees:
- Flexible (Unlimited) Paid Time Off
- Medical, Dental, and Vision benefits for you and your family
- Life Insurance and Disability Benefits
- Access to a 401(k) retirement savings plan (for U.S. employees)
- Paid Parental Leave
- Free access to use Boosted.ai Alfa™ to make money
- We love the energy of in-person collaboration while also offering the flexibility to work from home when needed
These benefits are further detailed in Boosted.ai’s policies and are subject to change at any time, consistent with the terms of any applicable compensation or benefits plans. Eligible full-time employees can participate in Boosted.ai’s equity plans subject to the terms of the applicable plans and policies.
Be you, with us
We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
