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Business Development Specialist, Debt Management SaaS


Toronto, ON, Canada

About the Role

Reporting to the CEO, the specialist will form and execute on Finneo’s rollout and expansion of it’s Debt Management SaaS line of business. The Specialist will work closely with our highly experienced team of Debt Advisors to help their clients expand intothe Debt Management side of the business as well. The specialist will be a motivated professional that will form and execute on marketing/sales strategies with an end goal of helping grow the business by sourcing both new clients and expanding existing clients into this new product line. The successful candidate should have a solid understanding/experience of technology license sales preferably with a focus in Commercial Real Estate products.


  • Establish and Executeon sales strategies to connect with and reach out to medium and large sized commercial real estate property owners like REITs, Pension Fund Advisory Groups and Family Offices.

  • Work closely with property owners to understand their property financing and its life cycle management workflows and do competitor product analysis to determine appropriate product positioning of Finneo’s Debt Management & Placement tools.

  • Implement a solid cold call, email and LinkedIn marketing strategy in place to source and drivehigh volume of business.

  • Engage in client demos, feedback, documentation, business use case study/analysis and onboarding to ensure Product is being developed with a high level of client engagement.

  • Work closely with the tech team and head of operations to build features, do quality control and product related detailed documentation in collaboration with the business team.

  • You will be expected to develop a good understanding and grasp of various competitive Property Technology Softwares that are commonly used by Commercial Property Owners including accounting softwares like Yardi, MRI, Chatham, Lobbby CRE etc.

Experience & Qualifications

  • Sales ability and a desire to be outgoing/connecting with new clients.'

  • 2-3 years of experience in Software Sales, or, 2-3 Years of experience in CRE Asset Management with a background or desire to build career in Sales.

  • Preference will be give to candidates who have worked at Yardi, MRI, JDS, Microsoft BI, Argus, RealNet, CoStar, RCA, VTS etc. Or any other Companies similar to these.

  • Undergraduate degree from a reputable University is a must.

  • Demonstrated critical thinking skills and independent motivation.

  • Outstanding interpersonal, communication and organizational skills, with the ability to drive and implement ideas in a changing environment, and work well as a member of a highly integrated team composed of both technical and non-technical members.

  • Ability to take ownership of small to medium-sized initiatives from start to finish including project management, data gathering and modeling, problem solving, communicating recommendations, and driving results within an Agile delivery model.

  • Execution ability and experience taking a concept from idea to launch; willing to roll up sleeves where needed.

About the Company

We are a Commercial Real Estate Financing (CRE Debt) Firm that combines best in Class Experienced Advisors with cutting edge Technology and Data Solutions. Finneofinds the best CRE Debt for it’s Property Owner clients by connecting with thousands of lenders in a most efficient manner.

Our Technology (SaaS component) also assists mid to large sized clients to manage their loan portfolio (Debt Management).Our technology and data insights automate the CRE Debt Financing industry. From CIM (Financing Package i.e Confidential Information Memorandum) creation to lender matching algorithm (using advanced data analytics and machine learning), our platform offers work flow efficiencies and cost savings. Finneo is the industry’s # 1 End-to-End technology platform for CRE Debt Placement and Management. Our Technology connects with over 25,000 municipalities and 3,000 counties across North America and we track every single CRE Debt Transaction along with detailed and in depth insight into both Borrower and Lenders on the transaction. This is truly unmatched in the industry. Finneo Technologies,TMwas the leading PropTech/FinTech company in the 2019 TechStars (a $98 Billion AUMventure partner/affiliate fund) & Colliers ($5 billion/Yr revenue Global Firm) investment program. With over 1,000 applicants globally, Finneo was chosen as the only Canadian company into this program with remaining 9 being from other parts of the world. We have offices in Miami, San Francisco, Vancouver, Toronto and Montreal. Since inception, Finneo has facilitated over $4 billion (250+ deals). Our sales team consists of experienced professionals with relevant experience in CRE Debt industry and we equip them with our cutting edge technology and data tools so that they can in turn best service the clients.

Additional Information

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