Sales Development Representative (SDR)

About Baselane

Baselane is a rapidly growing banking and financial management platform for individual real estate investors and operators. We are backed by leading FinTech investors, including Matrix Partners, Activant Capital, Collaborative Fund, Conversion Capital, Diagram Ventures, ThomVest, and many FinTech leaders from PayPal, eBay, Google, and more.

We are building the future of financial services for the 12+ million individual real estate investors and operators who own and manage over 25 million homes in the United States. Our mission is to empower investors and operators with financial services, automated tools, and actionable insights to help them save time, increase their returns, and grow their portfolios.

We are a seasoned team with deep experience in financial services and technology. We have previously worked at companies including The Boston Consulting Group, Morgan Stanley, Plaid, Harry’s, Better, WealthSimple, Affirm, Shopify, Jobber, RazorPay, and more.

Learn more at baselane.com.

About the Role

Baselane is hiring an Inbound Sales Development Representative to drive our high-velocity top-of-funnel conversion. This is a 100% inbound, front-line revenue role centered on speed-to-lead, rapid engagement, and rigorous qualification.

You will own two primary performance mandates: Intercepting and qualifying inbound prospects (via chat, form fills, calls, and incoming inquiries) to book 1:1 qualified demos directly onto Account Executive (AE) calendars. Growing and executing Baselane’s monthly Masterclass program, leveraging sales outreach, invitations, and follow-ups to build event attendance and convert registrants directly into revenue pipeline.

Rather than a scripted, high-volume outbound dialing seat, this is a fast-paced, tech-enabled role leveraging modern CRM platforms, Aircall, and AI-driven automation tools. You will have a direct impact on shaping our conversion workflows with a clear career progression path into an Account Executive or Sales Operations role.

Key Responsibilities

• Inbound Lead Interception: Engage 100% inbound prospects in real time (chat, form submissions, phone inquiries) within minutes to evaluate fit and buying intent.
• Qualified Demo Booking: Conduct structured discovery, qualify prospects against Baselane’s Ideal Customer Profile (ICP), and book qualified meetings directly onto AE calendars.
• Sales-Led Masterclass Growth: Fully own and execute outreach, invitations, reminders, and attendee growth for Baselane’s monthly Masterclass sessions as a core Sales-driven growth engine.
• Event Pipeline Conversion: Engage Masterclass registrants and attendees post-event to run discovery and convert interest into 1:1 product demos.
• Inbound Database Nurturing: Re-engage warm leads, past event registrants, and hand-raisers in our existing database using automated workflows and personalized communication.
• Tech & CRM Discipline: Maintain clean pipeline data and record all prospect interactions in Attio CRM, using Aircall, Slack, and AI lead-scoring tools to prioritize speed-to-lead.
• Sales Strategy & Playbook Building: Work closely with Sales Leadership to continuously refine response scripts, qualification criteria, and lead-routing playbooks.
• Metric Reporting: Track and report weekly funnel metrics, including response times, contact rates, demos booked, Masterclass registrations, and opportunity conversion rates.

Required Skills & Experience

• Experience: 1–2+ years of B2B or B2C inside sales, SDR, or appointment-setting experience, ideally within SaaS, FinTech, or PropTech.
• Location: Based in Toronto or the Greater Toronto Area (GTA) with legal authorization to work in Canada.
• Quota Track Record: Demonstrated history of meeting or exceeding targets for booked demos, discovery calls, or webinar/event registrations.
• Tech Literacy: Comfort using modern sales stack tools (Attio CRM, Aircall, Slack) and leveraging AI lead-scoring and automation platforms.
• Speed & Agility: Strong urgency around speed-to-lead response times, with the ability to handle real-time chat and multi-channel inbound traffic effectively.
• Communication Skills: Excellent verbal and written communication skills with strong objection-handling capabilities and an engaging professional tone.
• Mindset: Highly motivated, process-oriented, and energized by building efficient playbooks rather than simply relying on static scripts.

Working Conditions & Benefits

Work Arrangement: Toronto-based hybrid model (in-office days structured with Sales Leadership).

Mentorship & Growth: Direct coaching and weekly 1:1s with Sales Leadership, featuring visibility across the full sales cycle and a structured career progression model.

Impact: Direct influence on building out Baselane's inside sales engine in a high-growth fintech environment.

Health benefits: Comprehensive health, dental, and vision benefits plan package.