Sales Development Representative

Sales Development Representative (Growth Path to Account Executive) Location: Remote (Canada). While this is a fully remote position, we have a preference for candidates located in the Greater Toronto Area or within reasonable driving distance to attend team events, customer events, and industry conferences throughout the year. About eState Planner At eState Planner, we're helping modernize estate planning across Canada. Trusted by more than 450 law firms, our cloud-based platform helps estate professionals create better estate plans through streamlined intake, workflow automation, visual tools, and client-focused technology. About the Role We're looking for an ambitious Sales Development Representative who enjoys building relationships and helping prospective customers. You'll begin by qualifying and nurturing inbound leads generated through our marketing efforts and booking demos for our sales team. As you develop product knowledge and sales confidence, you'll take on greater ownership of the sales process—including conducting product demonstrations—before progressing into a Junior Account Executive role. This is an excellent opportunity for someone looking to build a long-term career in SaaS sales within a growing company. What You'll DoQualify & Nurture Leads Respond to inbound inquiries and qualify prospective customers. Understand each prospect's needs and schedule qualified demos. Nurture prospects who aren't yet ready to buy through ongoing follow-up. Manage the Sales Pipeline Maintain accurate CRM records and pipeline activity. Ensure timely follow-up throughout the buying journey. Collaborate with Marketing to improve lead quality and campaign performance. Grow into Customer-Facing Sales Develop a strong understanding of our customers, products, and industry. Begin conducting product demonstrations and managing sales conversations. Represent eState Planner at select conferences and industry events. Progress toward a Junior Account Executive role with responsibility for managing opportunities from discovery through close What We're Looking For 1–3 years of experience in sales, account management, or another customer-facing role. Excellent communication and relationship-building skills. Curious, coachable, and eager to learn. Strong organizational skills and the ability to manage multiple priorities. Comfortable using CRM systems (HubSpot experience is an asset). A proactive mindset, strong sense of ownership, and desire to build a career in SaaS sales. Nice to Have Experience selling SaaS products. Experience working with legal, financial, or professional services customers. Experience conducting product demonstrations. Why Join eState Planner? A clear career path into an Account Executive role. Opportunities to take on greater responsibility as the company grows. A collaborative, supportive, and fully remote team. Performance incentives and professional development opportunities.

The role involves qualifying and nurturing inbound leads to book demos for the sales team while maintaining accurate CRM records. Over time, the representative will conduct product demonstrations and manage the sales process to transition into an Account Executive role.

Candidates need 1-3 years of experience in sales or customer-facing roles and strong communication skills. Experience with SaaS products or the legal and financial services industry is considered an asset.

• Performance Incentives • Professional Development Opportunities

Identified from the job description. Confirm important requirements above.

• Lead Qualification
• Lead Nurturing
• CRM Management
• Product Demonstrations
• Relationship Building
• SaaS Sales
• Pipeline Management
• Communication Skills
• HubSpot

• Sales
• Software
• Legal
• Technology
• Customer Service & Support

Minimum experience

2+ years

Apply by

Jan 25, 2027

Posting language

English

Working hours

40 hours per week

Location requirements

Country, Toronto, Ontario, Canada

Seniority

Entry level

Application method

Direct apply is available