Job Specifications
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 bus
About the Company
Boosted.ai is the leader in agentic AI for investment management, helping asset managers enhance their research, streamline workflows, and drive better decision-making through artificial intelligence. The company's platform empowers investment teams to automate tedious tasks, monitor market movements, and surface actionable insights at scale. Twitter @BoostedAI
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