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Fiscal.ai
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Business Development Representative
Fiscal.ai · Toronto, Ontario, Canada
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In short
The Business Development Representative will conduct phone-first outbound prospecting and qualify inbound leads to generate a sales pipeline. They will also support account executives by booking discovery calls and maintaining accurate records in the CRM.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates should have 1 to 2 years of experience in sales or a client-facing role and be comfortable with cold calling. Strong communication skills, CRM proficiency, and the ability to work from the Toronto office are required.
About the employer
Fiscal AI
Fiscal.ai | Modern Financial Data Platform Our Mission: Provide 100 million investors with high-quality financial data.
The complete investment research platform and API for public company financial data.
- INDUSTRY
- Information Services
- COMPANY
- Privately Held
- FOUNDED
- 2021
- SIZE
- 51-200
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Questions about this role
- Is this Fiscal.ai role remote?
- Tagged hybrid · 3 days in office.
- What does it pay?
- The posting lists CA$60,000–CA$80,000 a year.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 0-2 years.
The posting, in full
Position: Business Development Representative Location: Toronto, Canada (3+ days per week in office) Open Roles: Two (2) About Fiscal.ai Fiscal.ai is a leading research and data platform built for capital markets. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. The company serves thousands of institutional and professional Clients while reaching millions of end-users through API Clients.
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Position: Business Development Representative
Location: Toronto, Canada (3+ days per week in office)
Open Roles: Two (2)
About Fiscal.ai
Fiscal.ai is a leading research and data platform built for capital markets. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. The company serves thousands of institutional and professional Clients while reaching millions of end-users through API Clients.
The Role
Fiscal.ai is hiring a Business Development Representative to help drive pipeline across our two core segments: institutional investors and the fintech companies building on our API and MCP server.
You will join a go-to-market team with a proven product, clear product-market fit, an impressive client list, and significant inbound demand. As a BDR, you will be the first point of contact for many of our future clients. You will run outbound prospecting, qualify inbound interest, and set up account executives and partnership reps for success.
We are a phone-first sales team. The best conversations with investors and fintech leaders start with a live call, so the phone is your primary tool, supported by email, LinkedIn, and other channels.
Fiscal.ai believes in promoting from within. Our sales development function is designed to build the skills you need for your next role, whether that is Account Executive, Account Manager, or another position on our go-to-market team. If you put in the work and truly own the role, there will be real opportunities to grow.
This role is based in our Toronto office.
Key Responsibilities
- Run phone-first outbound prospecting, supported by email, LinkedIn, and other channels, to generate qualified pipeline.
- Qualify inbound leads quickly and route them to the right account executive or partnership rep.
- Research target accounts across institutional investors (hedge funds, asset managers, banks, and research teams) and fintechs (platforms, AI companies, and data products).
- Book discovery calls and demos for account executives and partnership reps.
- Support the sales team with account research, meeting preparation, and follow-up.
- Maintain accurate, up-to-date records in the CRM, including activity, contacts, and opportunity details.
- Consistently meet or exceed pipeline and activity targets.
- Share market and customer feedback with the broader go-to-market team to improve messaging and targeting.
- Build the skills, product knowledge, and track record to grow into an Account Executive or Account Manager role.
- 1 to 2 years of experience in sales, business development, or a client-facing role.
- Comfortable and confident on the phone, including cold calling senior decision makers.
- A strong commitment to generating pipeline, with the resilience to handle rejection and keep pushing.
- A team-first mindset and a genuine willingness to support account executives and partnership reps.
- Highly coachable, with a desire to learn and improve quickly.
- Very tech savvy and comfortable learning new tools.
- Excellent CRM hygiene and strong attention to detail.
- Clear, confident written and verbal communication skills.
- Ability to work from our Toronto office.
Nice to Haves
- Experience in capital markets or selling to institutional investors, financial institutions, or fintechs.
- Experience selling financial data, research, or analytics products.
- Experience with API products and technical buyers.
- A network on the buy side or across the fintech ecosystem.
- Experience at a startup or high-growth company.
- Familiarity with how AI tools are changing financial research workflows.
Compensation
- $60,000 to $80,000 base salary
- $40,000 variable pay
- $100,000 to $120,000 on-target earnings (OTE)
- Equity
- Paid time off
- Benefits
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