About Bluroot
Bluroot is the #1 FinTech CRM (customer relationship management) company in Canada. We have 2 products: BluMortgage, a CRM for mortgage brokers and Cloven, a CRM for financial advisors.
With the emergence of direct-to-consumer brands like Nesto and WealthSimple, mortgage brokers and financial advisors can no longer compete on access-to-product. Instead, both segments are pivoting to become their client's trusted advisor. To achieve this at scale, good data integrity and automated processes are a necessity.
Bluroot is one of Canada's fastest growing companies according to the Globe and Mail's 2024 list.
On a day-to-day basis, the Bluroot team works to:
Educate prospects how our products improve their business (Sales & Marketing)
Help clients achieve business success with our products (Customer Success)
Expand our products' capabilities to drive more value (Engineering)
Job Description
As a Business Development Representative (BDR), you will work in the Sales & Marketing team.
As a member of this team, you will be expected to:
Answer product questions from our prospects via Email Sales Desk, Phone Call, and Live Chat
In a timely fashion, reach out via Phone Call to all website write-in prospects (6+ per day)
Work closely with the Sales team to ensure no prospects are lost in the Sales pipeline
Be accountable to Sales team targets, including conversion rates and total deal volume
Conduct outbound calls to existing clients (for upsell and referral) and cold leads (for initial sale)
Attend in-person events such as conferences and workshops to promote our products
Learn how to conduct a 1-on-1 demo to showcase features and convince a prospect to buy
Offer feedback of our sales process and present opportunities for improvement to leadership
Collaborate with Customer Success to ensure a smooth hand-off to the onboarding process
Collaborate with Engineering on what features have the best ROI
Requirements
Skills
Oral Communication: Speaking with prospects is the primary aspect of this job. Must be very comfortable and effective in speaking with clients, being empathetic, and finding solutions.
Go-Getter: This is a high stakes role with a lot of autonomy. Must be comfortable in that type of situation, eager to prove yourself, and continually willing to improve
Written Communication: Be able to write concise, clear communication about complex topics
Technology Enthusiast: Ultimately, you need to genuinely believe in the product that you're selling. So you must get excited about new technology, and the value it unlocks
Values
At Bluroot, our values are essential. It acts as our compass in difficult situations. We expect everyone on the Bluroot team to be aligned with these values:
Team Over Everything: We like to think of ourselves as a pro sports team. We want to win our championship, and it's everyone's responsibility to help get us there.
No Waste: Re-work drains the team's time and morale. Avoid it.
Just Do It: Don't get lost in perfection. It's not worth it. Identify the part of work that can be done with No Waste (no matter how small) and Just Do It.
Keep Your Head Down: After a loss, we don't make excuses, but embrace Win or Learn. After a win- we're back in the gym the next morning.
No BS: It might not feel great in the moment, but being honest- no BS- is always worth it. Don't shy away from giving the hard truths.
Thrive in Ambiguity: We have tools and resources, but ultimately, there is no manual at Bluroot. Each teammate is trusted to “make the call” and Just Do It.
Merit Matters: We evaluate teammates on their ability to help the team win, nothing else.
Win or Learn: We want to win. If we don't win, learn the lesson to win next time.
How to Apply
Please complete this form: https://zfrmz.com/x3Q9YWo1yEgEIJNFn1Wm
Information About You (including Resume Upload)
Your Expectations of Bluroot
"Why I'm Perfect for this Role" Video Interview Upload
Benefits
What a Candidate Can Expect from Bluroot
Competitive salary, vacation and benefits
Hybrid working model with up to 3 days/week remote
Mentorship and career advancement with regular 1-on-1s
A close-knit team with regular team events to encourage teamwork and camaraderie
The opportunity to work in a fast-paced Fintech startup
Employer Details
We have a shared space at 111 Peter Street
Hiring manager is founder, Tom Hall (https://www.linkedin.com/in/tomhall8/)
Skills Required
- Strong oral communication and client-facing skills
- Comfortable making a high volume of phone outreach (6+ website write-in calls daily) and cold/outbound calls
- Experience answering product questions via email, phone, and live chat
- Ability to conduct 1-on-1 product demos
- Written communication skills for concise, clear messaging
- Self-starter / go-getter comfortable with autonomy and accountability to sales targets
- Willingness to attend in-person events, conferences, and workshops
- Collaborate effectively with Sales, Customer Success, and Engineering teams
- Enthusiasm for technology and CRM products
What We Do
BluRoot is a Canadian FinTech company and premier Zoho CRM partner specializing in industry-specific CRM solutions for the mortgage, insurance, and financial advisory sectors. They provide purpose-built platforms like BluMortgage, Cloven, and BluInsurance, designed to automate client lifecycle workflows and enhance business efficiency for Canadian professionals using the Zoho ecosystem.
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