FreshBooks is a leading cloud-based SaaS accounting software platform built for small business owners and consistently ranks #1 easiest to use. With an emphasis on keeping things simple and stress-free wherever possible, FreshBooks makes the hard parts of running a business a little bit easier. With FreshBooks, our customers can get paid faster and spend less time on admin and paperwork, so they can focus on what they do best—growing their businesses.
At FreshBooks, we believe in human-centric connections that empower teams to do their best work. Headquartered in Toronto, Canada, our team operates in clusters across North America and Europe using a variety of working environments—remote, hybrid, and in-office—all based on what’s best for the team, collaboration, and mental well-being. We are committed to creating a supportive and flexible workplace where everyone can thrive, grow, and make an impact on small business owners and accountants.
The Opportunity - Sales Development Representative
As a Sales Development Representative, you will be responsible for the full sales cycle from managing leads to closing FreshBooks in-market plans from the inbound phone, chats and meetings. In addition, you will work closely with the Support Accountant Channel and Product Team to close high-value accounts together.
NOTE: This role is hybrid, meaning the team comes together in the office up to twice a week.
What You'll Do as a Sales Development Representative
- Proactively reach out to customers with a minimum of 40 calls per day.
- Manage up to 25 hours per week on inbound chat inquiries.
- Be responsible for a full sales cycle, driving new customer acquisition by closing in-market FreshBooks plans daily to achieve individual MRR quotas.
- Qualify inbound leads generated from support tickets and internal marketing efforts, closing opportunities with new customers or passing them to the Upsell team.
- Ensure all administrative tasks and cadences are accurate and up to date.
- Effectively utilize Salesforce.com to accurately forecast pipeline creation and pipeline acceptance.
- Build and maintain strong relationships with the customer support team and collaborate on customer engagement.
- Meet or exceed assigned performance targets, including calls and leads generated per day.
What You'll Bring to the Role
- Experience in customer-facing roles such as support, sales, hospitality, or communications.
- Open to feedback and coaching, with an eagerness to grow as a Tech Sales Professional.
- Comfortable with speaking to potential customers.
- Strong communication skills to engage effectively with customers and colleagues.
- Organized, proactive, and outgoing with a passion for building relationships.
- Goal-oriented and motivated by success, with a desire to grow your career in sales and achieve measurable results.
- Tech proficiency including writing emails, scheduling meetings, creating slide decks and other technical administrative tasks.
You'll Stand Out If You Bring Experience In
- Experience in any type of sales, whether it's door-to-door, cold calling, or other forms of outreach.
- Previous experience working with a SaaS company is a plus.
- Familiarity with CRM tools such as Salesforce or HubSpot.
- Understanding of the financial industry with an interest in data and numbers.
#LI-hybrid #LI-SR1
At FreshBooks, every team member knows their voice is heard and their contributions matter, making a difference in the lives of millions of small business owners and accountants worldwide. Grow your career, work on projects that excite you, and thrive in a supportive and collaborative environment.
Perks & Benefits
- 🩺 Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, generous time off, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits, fertility and gender-affirming benefits dependent on your region, and more.
- 📚 Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster.
- 🌱 Working environments to help you thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi. If you don't have access to a FreshBooks office, you receive a home office credit to set up your home office. We are committed to creating supportive and flexible environments to support the best interests of the team, collaboration, and mental well-being.
- 🤗 Supportive peer group, mentors, and leaders. We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact.
- 🚀 Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.
Closing
Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career.
FreshBooks is an equal-opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success.
FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us by phone at 1-416-780-2700 and/or email at accessibility@freshbooks.com.
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FreshBooks Toronto, Ontario, CAN Office
Toronto, Ontario, Canada
