Inbound Sales Representative

Company Description LINK Investment Management provides business solutions for workplace savings programs from our headquarters in Calgary. Our innovative, fully digital, software-as-a-service (SaaS) business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management and investment options. We work directly with companies of all sizes and through channel partners like BMO to create the best solutions at an affordable price. Role Description LINK is seeking an energetic and results-driven Inbound Sales Representative to join our growing B2B SaaS Fintech company. This is a remote role at the front line of LINK’s partnership-driven growth engine, responsible for managing and converting a high volume of warm, inbound leads generated through strategic referral agreements with leading global HR, payroll, and employer-of-record technology platforms, as well as financial institutions and financial/benefits advisors. The Inbound Sales Representative will play a critical role in expanding LINK’s client base by guiding prospective plan sponsors through the sales cycle—from initial outreach through to contract execution—ensuring an exceptional experience at every touchpoint. Key Responsibilities Manage Inbound Lead Flow * Serve as the primary point of contact for all warm inbound leads referred through LINK’s partnerships with global HR and payroll technology providers, financial institutions, and financial/benefits advisors. * Respond to new referrals promptly, conducting initial outreach to qualify leads and schedule discovery meetings. * Maintain accurate and up-to-date records of all lead activity, pipeline stages, and conversion metrics in HubSpot. Guide Prospects Through the Sales Cycle * Conduct discovery meetings with prospective plan sponsors to assess their workplace savings needs and educate them on LINK’s Group RRSP, Group TFSA, and DPSP solutions. * Lead follow-up meetings to address questions, present tailored proposals, and demonstrate LINK’s platform and value proposition, including competitive pricing and seamless digital onboarding. * Drive prospects to contract execution, managing the contracting process and coordinating with internal teams to ensure a smooth handoff to Client Success. Collaborate with Partners and Internal Teams * Work closely with referral partners’ account executives and benefits teams to ensure a seamless lead handoff and aligned messaging. * Collaborate with the Chief Revenue Officer to provide feedback on lead quality, conversion trends, and opportunities to strengthen referral relationships. * Coordinate with LINK’s Client Success team to ensure new clients are onboarded efficiently and set up for long-term satisfaction. * Partner with revenue operations and marketing to refine sales collateral, improve lead qualification criteria, and optimize the inbound sales funnel. Achieve Sales Targets * Manage a pipeline of inbound referrals, converting them through multiple stages of the sales process. * Meet or exceed monthly and annual targets for closed-won deals and assets under administration (AUA). * Track and report on key metrics including conversion rates at each stage, average deal size, and time-to-close. Qualifications and Experience * 2–5 years of experience in an inbound or inside sales role, ideally in B2B SaaS, Fintech, or the financial services industry. * Demonstrated success in managing high-volume lead pipelines and consistently meeting or exceeding sales quotas. * Knowledge of workplace savings products (Group RRSP, Group TFSA, DPSP) or a strong willingness to develop expertise quickly. * Experience with CRM tools such as HubSpot, including pipeline management and reporting. * Familiarity with sales methodologies such as MEDDIC is considered an asset. * Excellent communication and presentation skills, with the ability to clearly articulate LINK’s value proposition to a range of audiences. * Experience working within a partner-driven or channel sales model is a strong asset. * Familiarity with API integrations and payroll platform ecosystems is considered an asset. * Experience with conversational intelligence tools such as Fathom is considered an asset. * Knowledge of AI and large language model (LLM) platforms is considered an asset; bonus points for experience with Claude. Key Competencies * Self-starter with a strong sense of urgency and the ability to manage a high-velocity inbound pipeline independently. * Ability to continuously reinvent the sales process leveraging automation/AI to achieve massive scale without compromising quality. * Highly organized, with strong time management skills and attention to detail in pipeline and CRM hygiene. * Consultative selling approach, capable of understanding client needs and positioning LINK’s solutions accordingly. * Collaborative team player with excellent interpersonal skills and an entrepreneurial mindset. * Resilient and adaptable, comfortable working in a fast-paced, scaling environment. Compensation * Base salary of $60,000-$70,000 plus 20%-25% in incentive compensation Why Join LINK? As an Inbound Sales Representative at LINK, you will be at the center of our fastest-growing revenue channel, converting warm leads into lasting client relationships. You’ll work alongside a passionate and driven team delivering innovative solutions in the Fintech space, with a direct and measurable impact on the company’s growth. If you thrive on closing deals, building relationships, and being part of something that’s scaling quickly, we encourage you to apply and join our journey.

Manage and convert high-volume inbound leads from strategic partners through the full sales cycle to contract execution. Collaborate with internal teams and partners to optimize the sales funnel and meet assets under administration targets.

Requires 2-5 years of experience in B2B SaaS or Fintech sales with a proven track record of meeting quotas. Proficiency in HubSpot and knowledge of workplace savings products like Group RRSPs are highly valued.

Identified from the job description. Confirm important requirements above.

• Inbound Sales
• B2B SaaS
• Fintech
• Lead Qualification
• Pipeline Management
• HubSpot
• Consultative Selling
• MEDDIC
• Channel Sales
• Client Onboarding
• Presentation Skills
• CRM Hygiene

• Sales
• Finance & Accounting
• Software
• Technology
• Consulting

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week