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Fiscal.ai

Business Development Representative

Posted Yesterday
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In-Office
Toronto, ON, CAN
Junior
In-Office
Toronto, ON, CAN
Junior
The Business Development Representative generates qualified pipeline through phone-first outbound prospecting, inbound lead qualification, account research, and booking discovery calls and demos. The role supports account executives and partnership representatives, maintains accurate CRM records, meets activity and pipeline targets, and shares customer feedback with the go-to-market team. The position also develops sales and product expertise for future advancement into account executive or account management roles.
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Position: Business Development Representative
Location: Toronto, Canada
(3+ days per week in office)
Open Roles: Two (2)

About Fiscal.ai

Fiscal.ai is a leading research and data platform built for capital markets.  Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. The company serves thousands of institutional and professional Clients while reaching millions of end-users through API Clients.

The Role

Fiscal.ai is hiring a Business Development Representative to help drive pipeline across our two core segments: institutional investors and the fintech companies building on our API and MCP server.

You will join a go-to-market team with a proven product, clear product-market fit, an impressive client list, and significant inbound demand. As a BDR, you will be the first point of contact for many of our future clients. You will run outbound prospecting, qualify inbound interest, and set up account executives and partnership reps for success.

We are a phone-first sales team. The best conversations with investors and fintech leaders start with a live call, so the phone is your primary tool, supported by email, LinkedIn, and other channels.

Fiscal.ai believes in promoting from within. Our sales development function is designed to build the skills you need for your next role, whether that is Account Executive, Account Manager, or another position on our go-to-market team. If you put in the work and truly own the role, there will be real opportunities to grow.

This role is based in our Toronto office.

Key Responsibilities
  • Run phone-first outbound prospecting, supported by email, LinkedIn, and other channels, to generate qualified pipeline.
  • Qualify inbound leads quickly and route them to the right account executive or partnership rep.
  • Research target accounts across institutional investors (hedge funds, asset managers, banks, and research teams) and fintechs (platforms, AI companies, and data products).
  • Book discovery calls and demos for account executives and partnership reps.
  • Support the sales team with account research, meeting preparation, and follow-up.
  • Maintain accurate, up-to-date records in the CRM, 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.
  • Build the skills, product knowledge, and track record to grow into an Account Executive or Account Manager role.

Requirements
  • 1 to 2 years of experience in sales, business development, or a client-facing role.
  • Comfortable and confident on the phone, including cold calling senior decision makers.
  • 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.
Nice to Haves
  • 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.

BenefitsCompensation
  • $60,000 to $80,000 base salary
  • $40,000 variable pay
  • $100,000 to $120,000 on-target earnings (OTE)
  • Equity
  • Paid time off
  • Benefits

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