ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, NAVentures and Portag3 Venture. We’re looking for extraordinary people to shape our offering and solidify our leadership position in a massive $40B market.
Since 2020, ClearEstate offers technology-enabled services, designed to handle all estate planning and settlement needs. We are building an end-to-end tech-enabled service to alleviate the procedural and emotional burdens of estate planning and settlement.
Aiming to empower underserved executors, we value team members who share our core values and will naturally thrive in our culture of empathy, transparency, growth mindset, radical accountability, genuine care, and diversity and inclusion.
What we’re looking for
As a Sales Development Representative reporting into the Sales Director, you will:
Be the First Point of Contact: Represent ClearEstate as the first point of contact for inbound leads.
Generate: Move prospective clients through the sales funnel to generate sales opportunities.
Deliver quality conversation: Have transparent, engaged and empathetic conversation with prospective clients.
Discovery: Analyze the needs of each client and establish next steps.
Be a Subject Matter Expert: Remain up to date on platform development to best respond to prospect inquiries.
Partner with all teams: Work cross-functionally with other teams to contribute to continuous development of our company.
Who you are
2-5 years of relevant experience;
Drive for results;
A great communicator;
Care about helping people;
Fluent in English, French an asset.
What we offer
The opportunity to be a part of something big and meaningful with a positive impact.
Competitive overall compensation package.
Permanently flexible remote work policy.
A strong work-life balance with 4 weeks paid vacation and 6 flex days.
Virtual and in-person team building activity opportunities.
Skill development opportunities and a culture of growth mindset.
ClearEstate respects individual differences and guarantees equal opportunities and inclusion. Therefore, all applications are treated equally and recruitment is based solely on skills and experience. Accessibility accommodations offered upon request.