Job Specifications
Opportunity
Method CRM is looking for a Business Development Representative (BDR) to join our growing Sales team. As a BDR, you'll focus on reaching out to small and mid-sized businesses in industries such as accounting, wholesaling, manufacturing, and services that use QuickBooks. Your role will involve connecting with decision-makers to qualify leads, educate them on Method CRM's value proposition, and generate opportunities for deeper engagement.
About Method
Method is on a mission to transform how small businesses operate by giving them real control over their customer workflows. Our flagship product, Method CRM is purpose-built for small businesses that have outgrown spreadsheets and generic tools. With deep QuickBooks integration and a powerful no-code customization engine, Method enables users to design workflows that truly fit their unique needs. As a scaling growth company, we’re now taking that mission further, leveraging AI to develop intelligent agents that assist users in rapidly building and customizing no-code apps. This innovation is at the heart of our next chapter, and we’re looking for people who are excited to build the future of work!
The Role (Day-to-Day)
In this role, you'll execute targeted outreach strategies, manage a steady pipeline of prospects, and uncover key insights about customer pain points. You’ll be responsible for initiating conversations that open the door for deeper sales discussions, all while learning the ins and outs of our product and the industries we serve.
High-Volume Outreach
Proactively contact prospects via cold calls, emails, LinkedIn messages, and SMS to spark interest in Method CRM.
Personalize outreach by leveraging curated lists from tools like Instantly, targeting businesses that align with Method's value offering (e.g., businesses with QuickBooks integrations or seeking workflow automation).
Lead Management And Qualification
Prioritize and organize a dynamic lead pipeline using Salesforce (or a similar CRM) to ensure efficiency.
Qualify prospects by understanding their pain points in managing customer relationships, workflows, and QuickBooks integrations.
Value-Based Selling
Highlight Method CRM's ability to automate manual workflows, improve efficiency, and integrate seamlessly with QuickBooks.
Leverage customer success stories to demonstrate real-world results.
Industry Insights
Stay informed about competitive CRM solutions and the evolving needs of industries Method CRM serves (e.g., accounting, service industries).
Collaboration
Work closely with sales leadership to refine strategies and improve customer interactions.
Participate in team meetings to share feedback and iterate on outreach techniques.
Ideal Candidate Profile:
What You Bring
Before you read this next section, we want you to know that we know the “ideal candidate” doesn’t exist — everybody has a unique background and skill set. Even if you don’t check every box below, we’d love for you to apply - we are building for the future and growth potential is a priority for us!
Must-Haves
Experience in Sales or Customer-Facing Roles: This could include sales, customer success, call centers, or industries like accounting, services, or manufacturing.
Natural Relationship Builder: Comfortable engaging with decision-makers at various levels.
Resilience: Can handle rejection with positivity and adapt messaging for different audiences.
Exceptional Communication Skills: Strong verbal and written skills to communicate Method's value effectively.
Passion for Growth: A drive for self-improvement, with a willingness to learn through training and coaching.
Nice-to-Haves
Experience in high-volume cold calling or lead generation.
Familiarity with QuickBooks or experience working in industries that use it.
Prior exposure to CRM systems or automation tools.
Bonus points if you are fluent in Spanish
Why You’ll Love Method
Flexible hybrid work model – designed to support work-life balance while maintaining strong team collaboration; employees work from our downtown Toronto office 2–3 days per week
Collaborative and social team culture – work in a supportive environment with regular team events and company-wide celebrations that keep things fun and connected
Growth-stage company experience – working at a scaling growth company like Method gives you deep insight into how a software company operates. You'll be involved in a wide range of discussions and initiatives, gaining experience that's hard to find in more siloed environments.
Training – You will receive initial and ongoing training on Method’s products, policies and procedures as well as a quarterly professional development budget.
Great downtown location – Method is located right in the heart of Toronto’s young and vibrant ‘King West’ technology hub at the corner of Adelaide and Spadina Ave.
Comprehensive health benefits – inclusive of healthcare, vision, and dental coverage to support your overall well-being
Weekly lunch
About the Company
Method is the #1 automation tool for QuickBooks and Xero users! Method’s mission is to empower small and mid-sized businesses to better understand their customers and automate their way to stress-free days. With powerful features that simplify business processes, Method helps you make effective decisions faster. With Method, you automate time-consuming tasks and increase efficiency to grow with confidence. Whether you’re a new or established business, Method has the tools and expertise to perfect your customer experience and...
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