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Business Development Representative - SaaS Fintech

  • Toronto, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

About SYNDi Group 

SYNDi Group, a division of Indusflow Systems Inc., builds cloud-based loan management software for community and mission-driven lenders.

Our platform gives lending teams one place to service and report on their loans, with a flexible interface, custom reporting and integrations with the accounting systems they already use (Sage 300 and QuickBooks Online). Lenders use it to spend less time on spreadsheets, building manual reports, and more time getting capital to the businesses and communities that need it.

We are growing our presence across the CDFI and community lending space, and we are looking for someone to help us start the right conversations.

The Role

As a Business Development Representative (BDR), you create new sales opportunities for SYNDi. You will reach the loan managers, lending directors and teams who would use the platform every day, learn how they work today, and book qualified demos for our account executives.

You will run a multi-channel outbound approach (email, LinkedIn and phone) and follow up fast on leads from conferences and events. If you enjoy researching a prospect, writing a message worth replying to, and staying persistent without being pushy, this role is for you.

What You'll Do

  • Research and build target lists of CDFIs, Community Futures offices and other mission driven lenders in the US and Canada
  • Plan and run coordinated outreach across email, LinkedIn and phone, aimed at the people who use loan management software day to day
  • Run initial discovery calls: current system, reporting needs, integrations, origination, team size and timeline
  • Convert event and conference contacts into discovery sessions and demos within days of meeting them
  • Qualify prospects against our ideal customer profile and hand over clear notes to the sales lead
  • Attend industry conferences and events to meet lenders and build relationships
  • Keep the CRM clean and accurate, and track your activity against pipeline goals
  • Generate your own pipeline through disciplined, consistent outbound work
  • Share what you hear from lenders with sales and product so our messaging keeps improving

Must-have

  • Education in business, marketing or a related field, or relevant experience in a similar role
  • Strong written and verbal communication, and good time management
  • Resilience: you stay motivated through silence, “not now” and “not us”
  • Curiosity and preparation: you research each prospect so your outreach shows you know their work
  • Persistence and follow-through, with a habit of exceeding targets, not just meeting them
  • Comfort talking with anyone from CFOs and executive directors
  • Interest in technology and how it can improve the way lenders work
  • Coachability: you welcome feedback and look for ways to improve
  • Ability to work in a fast-paced, target-driven environment, on your own and with a team

Nice-to-have

  • 1+ year in business development or sales development, ideally in SaaS or financial technology
  • Experience keeping clean CRM (HubSpot or similar) and using LinkedIn Sales Navigator
  • Experience working conferences or trade shows
  • Familiarity with lending, nonprofit finance, CDFIs or community development
  • Willingness to travel occasionally for industry events

What to Expect From the Hiring Process

We respect your time. The process may change based on business needs, but here is what to expect:

  1. Intro call: 30 minutes
  2. Interview with the hiring manager and team: 45 minutes
  3. References, offer, and onboarding

Compensation

  • 60K-80K + commission on a successful sale
More about this job

Responsibilities

Research target mission-driven lenders and generate new sales opportunities through coordinated email, LinkedIn, and phone outreach. Conduct initial discovery and qualification, follow up with event contacts, maintain accurate CRM records, and share prospect feedback with sales and product teams.

Requirements

Candidates need education in business, marketing, or a related field, or relevant experience, along with strong communication, time management, resilience, curiosity, and follow-through. The role also requires comfort speaking with senior decision-makers, interest in technology, coachability, and the ability to work independently and collaboratively in a target-driven environment.

Skills

  • Business Development
  • Outbound Sales
  • Prospect Research
  • Lead Generation
  • Email Outreach
  • LinkedIn Outreach
  • Phone Outreach
  • Discovery Calls
  • Lead Qualification
  • CRM Management
  • Pipeline Management
  • Written Communication
  • Verbal Communication
  • Time Management
  • Persistence
  • Relationship Building

Visa sponsorship

Not detected in the job text

Categories

  • Sales
  • Technology
  • Finance & Accounting

Keywords

  • SaaS
  • Fintech
  • Business Development Representative
  • CDFI
  • Community Lending
  • Loan Management Software
  • Outbound Sales
  • Email Outreach
  • LinkedIn
  • Phone Outreach
  • LinkedIn Sales Navigator
  • HubSpot
  • CRM
  • Lead Generation
  • Pipeline Management
  • Discovery Calls
  • Lead Qualification
  • Sales Demos
  • Conference Networking
  • Financial Technology
  • Lending
  • Nonprofit Finance
  • Community Development
  • Sage 300
  • QuickBooks Online

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