Inbound Sales Development Representative (SDR)

Puzzle; Canada; Remote; CAD 75,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Flexible PTO

Remote-first environment

Off-site company events

401K

Job summary

Puzzle Financial Inc. is hiring an Inbound Sales Development Representative to rapidly respond to demo requests and qualify inbound leads, turning interest into conversations with our sales team.

You will book and attend meetings with Account Executives, collaborate with Marketing and Product, and help shape the inbound process in a remote-first environment at Puzzle.

Qualifications

• 1–3 years in an SDR, BDR, or other customer-facing sales role, ideally in B2B SaaS
• Fast, organized, and responsive. You treat a new lead like it's urgent, because it is.
• Curious in discovery: you ask good questions and listen before you pitch
• Clear and honest about what Puzzle does and doesn't do
• Comfortable talking with founders and finance-minded buyers. You don't need to be an accountant, but you're excited to learn the basics.
• Coachable and metrics-driven, with a track record of hitting or beating targets
• Proactive self-starter who notices gaps in the process and suggests fixes

Responsibilities

• Respond to demo requests, signups, and chat conversations within minutes during business hours
• Work every inbound lead to a clear outcome: booked, nurtured, routed to self-serve, or disqualified
• Work the existing pipeline to make sure every lead has a proper follow-up, so no lead goes untouched or falls through the cracks
• Follow up consistently with leads who go quiet, by email, phone, and chat
• Run short discovery calls to understand each lead's entity type, funding stage, monthly spend, current bookkeeping setup, and what prompted them to look now
• Spot triggers that make a business ready for Puzzle: a fresh raise, first payroll, a tax deadline, or outgrowing spreadsheets
• Recognize when a lead isn't a fit and point them somewhere helpful
• Book qualified meetings with Account Executives, with clear context so the AE walks in prepared
• Confirm meetings and reduce no-shows through reminders and pre-call touchpoints
• Track your booked-to-attended rate weekly and work to improve it
• Keep HubSpot clean and current.
• Share what you hear from leads with Marketing and Product: objections, competitors, and the questions that come up again and again
• Partner with Marketing on lead scoring, routing, and follow-up sequences

Job description

Title: Inbound Sales Development Representative (SDR)

Company: Puzzle Financial Inc.

Location: Canada (Remote)

Job Type: Full-time

Compensation: $75,000–$85,000 CAD OTE/Year (uncapped commission) + benefits package

About Puzzle

At Puzzle, we're not just building accounting software - we're fundamentally reimagining it. Our cutting-edge platform seamlessly integrates with modern fintech tools, offering founders and finance teams a real-time and comprehensive view of their finances like never before.

Our mission is to empower businesses with seamless financial operations, realtime insights and free accountants from bookkeeping tedium. To help us achieve our goals, we're looking for an Inbound Sales Development Representative to turn the founders and operators who raise their hand into qualified conversations with our sales team.

What We're Looking For

Every week, founders sign up, request demos and ask questions about Puzzle. How fast and how well we respond decides whether they become customers. You'll be the first person they talk to: you'll respond quickly, find out what they need, and book the right ones with our Account Executives.

This role is for someone who likes speed and conversations equally. Our inbound leads range from first-time founders who've just incorporated to finance leads at Series A companies. You'll need to quickly tell who's a fit and who isn't, and make every conversation useful either way.

You'll be measured on meetings booked and meetings attended. This is an opportunity to join a fast-growing startup, sharpen the inbound process rather than just follow it, and build a sales career at the intersection of accounting and fintech.

What You'll Do

Speed to Lead & Follow-Up

• Respond to demo requests, signups, and chat conversations within minutes during business hours
• Work every inbound lead to a clear outcome: booked, nurtured, routed to self-serve, or disqualified
• Work the existing pipeline to make sure every lead has a proper follow-up, so no lead goes untouched or falls through the cracks
• Follow up consistently with leads who go quiet, by email, phone, and chat

Qualification

• Run short discovery calls to understand each lead's entity type, funding stage, monthly spend, current bookkeeping setup, and what prompted them to look now
• Spot the triggers that make a business ready for Puzzle: a fresh raise, first payroll, a tax deadline, or outgrowing spreadsheets
• Recognize when a lead isn't a fit and point them somewhere helpful

Meetings Booked & Attended (Primary Metric)

• Book qualified meetings with Account Executives, with clear context so the AE walks in prepared
• Confirm meetings and reduce no-shows through reminders and pre-call touchpoints
• Track your booked-to-attended rate weekly and work to improve it

Cross-Functional Collaboration

• Keep HubSpot clean and current.
• Share what you hear from leads with Marketing and Product: objections, competitors, and the questions that come up again and again
• Partner with Marketing on lead scoring, routing, and follow-up sequences

Who You Are

• 1–3 years in an SDR, BDR, or other customer-facing sales role, ideally in B2B SaaS
• Fast, organized, and responsive. You treat a new lead like it's urgent, because it is.
• Curious in discovery: you ask good questions and listen before you pitch
• Clear and honest about what Puzzle does and doesn't do
• Comfortable talking with founders and finance-minded buyers. You don't need to be an accountant, but you're excited to learn the basics.
• Coachable and metrics-driven, with a track record of hitting or beating targets
• Proactive self-starter who notices gaps in the process and suggests fixes

Nice-to-Haves

• Experience selling to startups or small businesses
• Familiarity with accounting concepts or tools (QuickBooks, Xero, or similar)
• Experience at a fintech, financial SaaS, or accounting technology company
• Familiarity with HubSpot, Intercom, and/or Gong/Fireflies

Your First 90 Days

• Weeks 1–2: Learn Puzzle, our ICP, and our qualification criteria. Shadow inbound calls and AE demos.
• Weeks 3–4: Start working inbound leads with support, audit the existing pipeline for missing follow-ups, and book your first meetings.
• Weeks 5–8: Own the inbound queue on your own and hit your meetings-booked target.
• Weeks 9–12: Hit your attended-meeting target and recommend at least one improvement to routing, follow-up, or qualification.

This role has a clear path to Account Executive.

What's in it for you?

Join Puzzle Financial at a pivotal growth stage where you'll help redefine and reimagine how companies handle their financials while building your career in a flexible, remote-first environment. You'll have the opportunity to make a significant impact, work with innovative founders, and develop valuable expertise at the intersection of modern accounting and fintech.

Here is a preview of some of the amazing benefits here at Puzzle:

• Competitive compensation
• 100% paid employee health, dental, and vision plans
• 10 observed holidays and a flexible PTO policy so you can recharge
• Regular company off-sites for face time with your colleagues
• 401K so you can save for your future
• And much more

Visa Sponsorship Notice: Puzzle does not provide visa sponsorship for new hires at this time. We can only consider candidates who are legally authorized to work in the U.S. or Canada without requiring new visa sponsorship or transfer of an existing visa.

Candidates should be currently residing in the U.S. or Canada to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E-Verify program.

Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.