Inside Sales/BDR

What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts.  With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.  

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that's not enough, then check out these other perks below:    

• Hiring Location: Canada (Montreal or Quebec City)

• You are working hybrid in a collaborative workspace  

• Internal job title: Business Development Executive  

• Full-time Permanent Role 

• KPI commission plan 

• Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.

• Flexible hours

• Number of hours per week: 40

• Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University) 

Role: The Inside Sales/BDE (B2B – SaaS) reports to the Business Development Team Lead and will be part of a team of Business Development Executive and Representative. This role involves designing tailored messages for target accounts, building relationships with key stakeholders in the insurance and wealth industries, and growing our sales pipeline. You will also focus on managing and qualifying all the top funnel inbound leads, as well as proactively researching, identifying and developing new target accounts to go after.     

Your Day with Equisoft:     

• Generate leads through a variety of methods such as cold calling, emailing, social media, networking,  attending industry events, account based management (ABM), etc

• Conduct thorough research to identify target accounts, potential leads and key decision-makers and understand their needs, interests, and pain points.

• Collaborate with sales and marketing teams to develop and execute effective strategies for lead generation

• Establish and maintain relationships with potential customers and educate them on the value of our solutions

• Follow up on inbound leads and inquiries promptly

• Qualify leads based on predefined criteria and pass them to the sales team

• Collaborate with sales team to schedule meetings and demos for the sales team

• Monitor market trends, industry news, and customer feedback to develop new sales opportunities

• Prepare and present sales proposals, presentations, and quotes

• Track customer accounts and update customer information in the customer relationship management system (CRM)

• Provide regular reports on lead generation activities and outcomes

• Stay updated on industry trends and product knowledge

Requirements:     

• Bachelor's Degree in Business Administration, Marketing or related field   

• 5+ years of B2B technology experience in a relationship-building or sales role, preferably in the insurance industry, with a focus on prospecting and hunting for new clientsKnowledge of industry best practices and trends in sales and business development.

• Experience in dealing with and interacting with C-Suite/Executive level potential client

• Experience in US and Canada markets

• Experience carrying and exceeding KPI's and targets

• Understanding of sales performance metrics

• Result-oriented and challenge driven

• Highly self-motivated, with excellent communication, presentation and organizational skills

• Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.

• Willingness to travel occasionally for conferences and events within US and Canada

• Excellent knowledge of French and English (spoken and written)   

• Account Based Management (ABM) knowledge

Soft skills    

• Strong sales and negotiation skills with the ability to close deals.

• Highly motivated and target-driven with a proven track record of meeting and exceeding sales targets.

• High degree of organization and attention to detail   

• Comfortable with email and phone communication   

• Strong sense of organization and prioritizing     

• Team spirit, tact, diplomacy, autonomy, rigor, and discipline  

Nice to have

• Experience in B2B SaaS sales

• Experience with the CRM systems HubSpot

• Experience in the insurance & financial industryAI knowledge, tools and certifications

• Knowledge of Spanish (spoken and written) 

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.