Sales Representative

Sales Representative

Hybrid:
Minimum of 2 days/week in-office (currently Tuesdays and Thursdays)

Location
: Adelaide and Yonge Area – 10-minute walk from Union Station

Reports to:
Executive Vice President, Sales

Easly is seeking an ambitious and results-oriented Sales Representative to accelerate our next stage of growth. Our Toronto office is a tight-knit team that punches well above our weight. We offer a collaborative environment where your sales expertise will directly contribute to our expansion. If you thrive on exceeding ambitious targets, forging strong client partnerships, and making a measurable impact on revenue, we want you to join our high-performing team.

Founded in 2019, Easly is a Canadian alternative lending platform. We specialize in providing non-dilutive financing to companies that receive government tax incentive refunds. Easly exists to provide funding that suits the needs of Canada's innovative companies: simple, predictable, flexible working capital. We support innovative Canadian companies at every stage of growth by providing advances on earned Scientific Research and Experimental Development (SR&ED) tax credits.

Position Summary

The Sales Representative plays a critical role in Easly's new business engine. Working closely with the Sales Director, you will guide prospective clients through the early stages of the financing process, qualifying new business leads, gathering essential information, managing documentation, and ensuring a seamless and positive experience from initial inquiry through the first funding. In this role, you will serve as the primary liaison among our clients, the Sales Director, and the Underwriting department. Your responsibilities will include interacting directly with clients, collecting and recording critical information to support their journey from the initial application through to funding, and ensuring that timely and effective communication is maintained between clients, the Sales Team, and Underwriting.

Essential Duties and Responsibilities

Collaboration, Sales Optimization, and Client Relationship Management

• Partner closely with the Sales Director to strategically maximize new sales and revenue opportunities within assigned accounts and territories, driving growth and expanding Easly's presence in the market.
• Proactively engage with prospective clients to identify and address their needs, taking full ownership of client relationships from initial application through to successful funding.
• Individually source new lead opportunities, in addition to those identified by the Sales Director and from those within the Company's CRM system.
• Guide clients seamlessly through each stage of the early sales cycle by maintaining consistent, proactive communication and ensuring they are well-prepared for underwriting.
• Efficiently collect, validate, and organize all required client information and documentation to support both the sales process and underwriting procedures.
• Coordinate timely handoffs to Underwriting and participate in follow-ups to ensure deals progress smoothly and clients have a positive, informed experience throughout their journey.

Product Knowledge and Compliance

• Showcase in-depth product knowledge when interacting with clients.
• Maintain up-to-date knowledge on Easly's product, policies, and procedures.
• Follow sales and application document collection processes.

Loan Application Quality Assurance

• Ensure the compilation and submission of high-quality loan applications to the Underwriting team, meeting the standards set forth to support a streamlined approval and funding process.

Achievement of Sales Objectives

• Consistently meet and strive to exceed established sales objectives, demonstrating a strong commitment to personal and organizational targets.

Data Management and Tracking

• Maintain accurate tracking of all relevant client information utilizing platforms such as Salesforce and Box, and other appropriate tools. This ensures effective record-keeping and facilitates seamless collaboration across departments.

Other Responsibilities

• Travel within Canada may be required on occasion to support business development and client engagement efforts.
• Perform additional duties as assigned by management to support the overall objectives and smooth operation of the sales team

Qualifications

• University degree is preferred for this role.
• Minimum of 3 years of sales experience within a B2B organization.
• New business sales experience in the financial services sector.
• Familiarity with the tax credit financing industry is considered an asset.
• CRM experience – Salesforce, HubSpot, etc.
• Formal financial training or certification is considered a plus.

Skills and Attributes

• Exceptional Communication: Excels in clear, effective written and verbal communication.
• Customer Service Excellence: Consistently delivers professional, high-quality customer service.
• Self-Motivation: Proactively takes responsibility and completes tasks independently.
• Teamwork & Independence: Works well solo and with teams, requiring minimal supervision.
• Analytical Thinking: Applies data-driven analysis to solve problems and make decisions.
• Sales Orientation: Persistently pursues and exceeds sales goals.
• Results Driven: Focused on achieving measurable outcomes.
• Technological Skills: Utilizes advanced digital tools for efficient operations.
• Interpersonal Abilities: Builds strong relationships and collaborates effectively.
• Language Proficiency: Communicates fluently in English.
• Organization & Time Management: Prioritizes tasks and meets deadlines reliably.
• Attention to Detail: Maintains accuracy in all work.
• Collaboration: Cooperates with others to reach shared objectives.
• Proven Performance: Regularly surpasses activity quotas.
• Commitment to Values: Aligns work with company goals and standards.
• Adaptability: Thrives in changing environments and handles new challenges well.

Salary and Benefits

• $80,000 base salary - up to $30,000 commission on top of base salary based on sales performance.

• Annual discretionary bonus.

• Comprehensive benefits package.

Work Environment and Physical Demands

The physical demands and working conditions described here represent those that are typically required for an employee to successfully perform the essential functions of this position.

• Sitting at a desk for extended periods.

• Making or receiving telephone calls for prolonged durations.

• Using a keyboard to conduct research and communicate in writing for long intervals.

• Viewing a computer monitor for extended periods.

• Occasional standing, walking, reaching, and stooping.

• Occasionally lifting items weighing up to 20 kilograms.

• Exposure to environments with low to moderate noise levels.

• Occasional travel within Canada.

We encourage applications from all qualified individuals, including those with disabilities and accommodation needs. Please notify us if you have any accessibility requirements. Information gathered will only be used for the purpose of determining employment suitability and will remain confidential.

All applicants are thanked for their interest but only those selected for an interview will be contacted.