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 and advisors, 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 a B2B sales skilled who is ready to take the next step toward becoming an Account Executive.

This isn't a high-volume cold-calling role.

You'll initially focus on qualifying and nurturing inbound leads generated by our marketing programs, understanding prospective customers' needs and booking qualified opportunities for our sales team.

But we don't want you to stay there.

As you build your knowledge of eState Planner, our customers and the estate-planning industry, we'll train you to conduct product demonstrations, lead discovery conversations and take increasing ownership of opportunities through the sales process.

Our goal is for the person in this role to progress into a Junior Account Executive,



with the ability to independently manage sales opportunities from discovery through close.

What You'll Do

Qualify & 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.
- 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

- 2–3 years of experience in sales or account management
- Excellent communication and relationship-building skills.
- 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 conducting product demonstrations.

📌 Sales Development Representative (Toronto)
🏢 eState Planner
📍 Toronto