Business Development Representative generating pipeline for Fiscal.ai's financial research and data platform. Prospecting institutional investors and fintechs while qualifying leads and booking sales meetings.
Responsibilities
Run outbound prospecting across email, phone, LinkedIn, and other channels to generate qualified pipeline.
Qualify inbound leads quickly and route them to the right account executive or partnership representative.
Research target accounts across institutional investors and fintechs.
Book discovery calls and demos for account executives and partnership representatives.
Support the sales team with account research, meeting preparation, and follow-up.
Maintain accurate, up-to-date CRM records, including activity, contacts, and opportunity details.
Consistently meet or exceed pipeline and activity targets.
Share market and customer feedback with the broader go-to-market team to improve messaging and targeting.
Serve as a first point of contact for future clients across institutional investors and fintech companies building on Fiscal.ai's API and MCP server.
Requirements
1 to 2 years of experience in sales, business development, or a client-facing role.
A strong commitment to generating pipeline, with the resilience to handle rejection and keep pushing.
A team-first mindset and a genuine willingness to support account executives and partnership reps.
Highly coachable, with a desire to learn and improve quickly.
Very tech savvy and comfortable learning new tools.
Excellent CRM hygiene and strong attention to detail.
Clear, confident written and verbal communication skills.
Ability to work from our Toronto office.
Experience in capital markets or selling to institutional investors, financial institutions, or fintechs.
Experience selling financial data, research, or analytics products.
Experience with API products and technical buyers.
A network on the buy side or across the fintech ecosystem.
Experience at a startup or high-growth company.
Familiarity with how AI tools are changing financial research workflows.
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