Sales Development Representative

Katipult - Calgary, AB (30+ days ago)

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Katipult - Powering & Transforming Global Capital Markets

Katipult is an award winning, provider of software-as-a-service (SaaS) for financial capital markets by automating private placements, eliminating transaction redundancy, enhancing investor experiences, and accelerating deal flow. Headquartered in Calgary, Canada with offices in Europe and Asia, Katipult is publicly traded on the Toronto Venture Exchange under the symbol FUND. We’re passionate about transforming the financial industry landscape and want to hear from you if you’re looking for a great team and to join our journey!


Location: Calgary AB, Canada

Katipult is looking for a self-motivated, finance professional who is passionate about technology and keen to join a company transforming the global capital markets. We are recruiting for a Sales Development Rep, Capital Markets to drive our business development process, assume challenging tasks, and collaborate with our globally distributed sales and technology teams. If you are seeking an exciting career in a rapidly evolving market we want to hear from you.

Generate new sales leads and nurture inbound sales inquiries

Participate in the development of lead generation tools and prospecting techniques.

Stay current on trends and topics in financial capital markets and our target customers.

Manage business development -convert leads to prospects, prospects to opportunities

Work with VP of Product; collect and validate target customer requirements

Document activities in a CRM system leads, contacts, interactions, appointments, documents, etc.

Deliver presentations to prospective clients.

Minimum 2 years work experience in Investment Banking, Wealth Management, or Equity Capital Markets

Undergraduate degree in Business and/or an MBA

Enrollment or completion of CFA/CPA designation and/or Completion of Canadian Securities Course is an asset

Strong written and verbal communication skills;

Solid work ethic with an ability to be flexible and creative.

Experience with digital sales and marketing tools: HubSpot, Salesforce, DiscoverOrg, LinkedIn, Slack, Google Apps etc.

Understanding of software technology sales process.

Capability to grasp client challenges, and requirements and correlate how Katipult can address and resolve.

Flexible, team player, open to changing responsibilities and strategies

Self-motivated, persistent, and able to work independently.

Demonstrated ability to collaborate with a geographically distributed team

Positive can-do attitude and tireless work ethic. Driven and self-sufficient


Medical and dental plans

Vacation, statutory holidays, and personal time off days

Community volunteer opportunities

Offsite team building events

Industry conference attendance

Professional development and leadership training

Reimbursement towards certificate programs

We want people who share our values: Teamwork, Respect, Reliability, and Integrity.