Top Benefits
About the role
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.
About eState Planner
eState Planner is a cloud-based estate and will planning software for lawyers to help their clients with estate planning and document generation.
Trusted by 400+ law firms, eState Planner streamlines data collection, allowing lawyers to draft wills, POAs, and reporting letters 5 times faster.
Simple to use, yet comprehensive, eState Planner visualizes will planning decisions to ensure that you and your client are, literally, on the same page.
eState Planner is cloud-based and accessible everywhere. Client data is kept safe and secure using best standards encryption and stored in Canada.
Similar Jobs
Top Benefits
About the role
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.
About eState Planner
eState Planner is a cloud-based estate and will planning software for lawyers to help their clients with estate planning and document generation.
Trusted by 400+ law firms, eState Planner streamlines data collection, allowing lawyers to draft wills, POAs, and reporting letters 5 times faster.
Simple to use, yet comprehensive, eState Planner visualizes will planning decisions to ensure that you and your client are, literally, on the same page.
eState Planner is cloud-based and accessible everywhere. Client data is kept safe and secure using best standards encryption and stored in Canada.