About Swoop for Advisors

Swoop for Advisors is a leading provider of innovative SaaS solutions tailored for advisory professionals. We support accountants and other business advisors who wish to offer their clients relevant funding and savings solutions for their business. Our platform empowers advisors with cutting-edge tools to streamline their workflows, enhance client relationships, and improve overall efficiency. We are dedicated to delivering exceptional value and service to our clients, ensuring they stay ahead in a competitive market.

Position overview

We’re seeking a dynamic and results-driven Business Development Manager to join our team. In this role, you will be responsible for identifying and nurturing new business opportunities, building strong relationships with accounting firms, and driving the growth of our SaaS solutions. The ideal candidate will have a proven track record in B2B SaaS sales and business development. If you think this describes you, you could be just who we’re looking for.

What you’ll do:

Lead generation and qualification: Generate and qualify leads through various channels, including outbound calling, email campaigns, networking events, social media and inbound channels.
Client engagement: Develop and maintain strong relationships with key decision makers in advisory firms. Understand their needs and pain points to present tailored solutions.
Collaboration: Work closely with the marketing, product development, and customer success teams to align strategies and ensure a seamless client onboarding experience.
Reporting and analysis: Track and report on sales performance metrics, market feedback, and competitive activities. Provide regular updates to senior management on business development initiatives.
Continuous improvement: Stay updated on industry developments, emerging technologies, and best practices. Continuously seek opportunities to improve sales strategies and processes.
Support & assist the wider team in achieving outstanding customer service, deliver outcomes that are both customer centric and commercially viable to help the business achieve its goals. At all times making sure our customers are treated fairly.
Contributing to the culture of Swoop and maintaining the reputation of the business at all times.

Requirements:

3+ years’ experience in a business development, sales, or account management (preferably within SaaS or accounting industries)
High level of drive to exceed sales targets
High level of integrity, work ethic, humility, empathy and team spirit and have the ambition and desire to work in a high-growth tech company
Comfortable in a growth-paced environment that requires strong time management and prioritization skills
Excellent written and verbal communication and presentation skills
Genuine relationship-builder who is passionate about helping small businesses
Results-driven and hold yourself accountable for delivering on growth targets

Assets:

Financial background
Experience working directly with financial advisors / accountants
Knowledge of business financing & lending

What success looks like:

Consistently achieving / exceeding your set targets and KPIs
Regularly demonstrating Swoop’s core values
Ability to influence and drive growth within partner accounts
Outstanding communication and presentation skills
An enthusiasm for building strong relationships
Demonstrated initiative and ability to work autonomously
Attention to detail and follow-up
Being process driven and taking ownership

Benefits:

5 weeks holiday annually
Competitive salary & short term incentive structure
Employee Healthcare benefits plan
Have a say in how the business evolves and scales
Work within a transparent, friendly and collaborative culture
Limitless challenge and scope for development
Flexible working
Employee Discounts

Recruitment process summary:

Candidate screening
Round 1 Interview
Round 2 Interview
Practical presentation

How to Apply

Does this role excite you? If so, simply apply by sending your resume with a catchy subject line to: careers@swoopfunding.com

In the email, tell us a little bit about yourself and why you think you’d be a good fit for this role. Looking forward to hearing from you!

Please visit our website: https://swoopfunding.com/ca/

The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak work periods, or to otherwise balance organizational workload.

Swoop is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills.

Business Development Manager (SaaS Sales)