Original job description
Why This Role
BDR is the front line of Bluroot's growth- you'll be the first person prospects talk to, the voice of the company on phone, email, and live chat, and the engine behind our pipeline. You'll learn FinTech sales from the ground up in a small, fast-growing company where you'll regularly collaborate with Engineering on product feedback, Customer Success on smooth hand-offs, and the founder(s) on strategy.
We're tech-obsessed. We apply the latest technology- especially AI- in our product and in how we run the company internally. If you get genuinely excited about new tools and what they unlock, you'll fit in here.
Growth is real and fast. Our last BDR was promoted to a Lead role in under 12 months.
About Bluroot
Bluroot is the #1 FinTech CRM (customer relationship management) company in Canada. We have 2 products: BluMortgage, a CRM for mortgage brokers and Cloven, a CRM for financial advisors.
With the emergence of direct-to-consumer brands like Nesto and WealthSimple, mortgage brokers and financial advisors no longer compete on access-to-product. Instead, both industries are pivoting from transactional brokers to becoming their clients' "trusted advisor." To achieve this at scale, these traditional industries need to embrace automated workflows and cutting-edge AI. BluMortgage and Cloven are perfectly positioned to deliver these solutions.
Named one of Canada's fastest-growing companies (Globe and Mail, 2024).
What You'll Do
Answer product questions from prospects via Email Sales Desk, phone, and live chat
Reach out (within minutes) to all website write-in prospects (expect 6+ per day)
Hit Sales team targets on conversion rates and total deal volume
Conduct outbound calls to existing clients (upsell and referral) and cold leads (initial sale)
Attend in-person events such as conferences and workshops to promote our products
Learn to run 1-on-1 demos that showcase features and convert prospects into customers
Collaborate with Customer Success on a smooth onboarding handoff
Collaborate with Engineering on which features deliver the highest ROI
What Success Looks Like
By month 3, you should be running 1–2 demos per day and involved in closing 10+ deals per month (working alongside a senior teammate)
Our "fast track" puts you on a path to a Lead role by month 12.
What we're Looking ForSkills
Oral communication. Speaking with prospects is the primary aspect of this job. You need to be comfortable and effective on the phone- empathetic, quick on your feet, and good at finding solutions.
Go-getter mindset. This is a high-stakes role with a lot of autonomy. You need to be eager to prove yourself and continually willing to improve.
Written communication. Concise, clear writing about complex topics.
Technology enthusiast. You need to genuinely believe in the product you're selling. That means getting excited about new technology and the value it unlocks
Values
At Bluroot, our values are essential. It acts as our compass in difficult situations. We expect everyone on the Bluroot team to be aligned with these values:
Team Over Everything: We like to think of ourselves as a pro sports team. We want to win our championship, and it's everyone's responsibility to help get us there.
No Waste: Re-work drains the team's time and morale. Avoid it.
Just Do It: Don't get lost in perfection. It's not worth it. Identify the part of work that can be done with No Waste (no matter how small) and Just Do It.
Keep Your Head Down: After a loss, we don't make excuses, but embrace Win or Learn. After a win- we're back in the gym the next morning.
No BS: It might not feel great in the moment, but being honest- no BS- is always worth it. Don't shy away from giving the hard truths.
Thrive in Ambiguity: We have tools and resources, but ultimately, there is no manual at Bluroot. Each teammate is trusted to “make the call” and Just Do It.
Merit Matters: We evaluate teammates on their ability to help the team win, nothing else.
Win or Learn: We want to win. If we don't win, learn the lesson to win next time.
Compensation & Working Environment
Comp: $50–60K base + uncapped commission (expected total: $70–80K), plus 3 weeks vacation and benefits
Fully remote, with the option to work in-person alongside Tom (founder/hiring manager) at a co-working space
Regular 1-on-1s, mentorship, and a clear path to advancement on a close-knit team
How to Apply
Complete this form: https://zfrmz.com/x3Q9YWo1yEgEIJNFn1Wm, which asks for:
Information about you (including resume upload)
A Why I'm Perfect for this Role video upload- this replaces a phone screen. We want to hear you pitch yourself directly (especially for a sales role!)
