Method CRM Opportunities
Business Development Representative
Description
Opportunity
Method CRM is looking for a Business Development Representative (BDR) to join our growing Sales team. As a BDR, you'll focus on reaching out to small and mid-sized businesses in industries such as accounting, wholesaling, manufacturing, and services that use QuickBooks. Your role will involve connecting with decision-makers to qualify leads, educate them on Method CRM's value proposition, and generate opportunities for deeper engagement.
About Method
Method is on a mission to transform how small businesses operate by giving them real control over their customer workflows. Our flagship product, Method CRM is purpose-built for small businesses that have outgrown spreadsheets and generic tools. With deep QuickBooks integration and a powerful no-code customization engine, Method enables users to design workflows that truly fit their unique needs. As a scaling growth company, we’re now taking that mission further, leveraging AI to develop intelligent agents that assist users in rapidly building and customizing no-code apps. This innovation is at the heart of our next chapter, and we’re looking for people who are excited to build the future of work!
The Role (Day-to-Day):
In this role, you'll execute targeted outreach strategies, manage a steady pipeline of prospects, and uncover key insights about customer pain points. You’ll be responsible for initiating conversations that open the door for deeper sales discussions, all while learning the ins and outs of our product and the industries we serve.
High-Volume Outreach:
- Proactively contact prospects via cold calls, emails, LinkedIn messages, and SMS to spark interest in Method CRM.
- Personalize outreach by leveraging curated lists from tools like Instantly, targeting businesses that align with Method's value offering (e.g., businesses with QuickBooks integrations or seeking workflow automation).
Lead Management and Qualification:
- Prioritize and organize a dynamic lead pipeline using Salesforce (or a similar CRM) to ensure efficiency.
- Qualify prospects by understanding their pain points in managing customer relationships, workflows, and QuickBooks integrations.
Value-Based Selling:
- Highlight Method CRM's ability to automate manual workflows, improve efficiency, and integrate seamlessly with QuickBooks.
- Leverage customer success stories to demonstrate real-world results.
Industry Insights:
- Stay informed about competitive CRM solutions and the evolving needs of industries Method CRM serves (e.g., accounting, service industries).
Collaboration:
- Work closely with sales leadership to refine strategies and improve customer interactions.
- Participate in team meetings to share feedback and iterate on outreach techniques.
- Ideal Candidate Profile:
What You Bring:
Before you read this next section, we want you to know that we know the “ideal candidate” doesn’t exist — everybody has a unique background and skill set. Even if you don’t check every box below, we’d love for you to apply - we are building for the future and growth potential is a priority for us!
Must-Haves:
- Experience in Sales or Customer-Facing Roles: This could include sales, customer success, call centers, or industries like accounting, services, or manufacturing.
- Natural Relationship Builder: Comfortable engaging with decision-makers at various levels.
- Resilience: Can handle rejection with positivity and adapt messaging for different audiences.
- Exceptional Communication Skills: Strong verbal and written skills to communicate Method's value effectively.
- Passion for Growth: A drive for self-improvement, with a willingness to learn through training and coaching.
Nice-to-Haves:
- Experience in high-volume cold calling or lead generation.
- Familiarity with QuickBooks or experience working in industries that use it.
- Prior exposure to CRM systems or automation tools.
- Bonus points if you are fluent in Spanish
Why You’ll Love Method
🌐 Flexible hybrid work model – designed to support work-life balance while maintaining strong team collaboration; employees work from our downtown Toronto office 2–3 days per week
🎉 Collaborative and social team culture – work in a supportive environment with regular team events and company-wide celebrations that keep things fun and connected
🚀 Growth-stage company experience – working at a scaling growth company like Method gives you deep insight into how a software company operates. You'll be involved in a wide range of discussions and initiatives, gaining experience that's hard to find in more siloed environments.
📚 Training – You will receive initial and ongoing training on Method’s products, policies and procedures as well as a quarterly professional development budget.
📍Great downtown location – Method is located right in the heart of Toronto’s young and vibrant ‘King West’ technology hub at the corner of Adelaide and Spadina Ave.
🩺 Comprehensive health benefits – inclusive of healthcare, vision, and dental coverage to support your overall well-being
🥗 Weekly lunch credit – enjoy a meal on us every week as a small way to say thanks
What to Expect in Your First 90 Days:
- Complete Method’s Bootcamp, gaining foundational knowledge of our platform and workflows.
- Understand Method’s values and how our teams collaborate to drive results.
- Learn and become an expert in our internal communication tools, norms, and practices.
- Get hands-on experience with Method CRM and Instantly, learning how to track leads, automate outreach, and manage follow-ups.
- Shadow experienced BDRs and CSMs to understand prospecting best practices and successful meeting handoffs.
- Begin crafting and testing personalized outreach messages for LinkedIn, email, and phone calls.
- Master Method CRM workflows, including lead management, activity tracking, and reporting.
- Become proficient in Instantly for automated outreach and email sequencing.
- Develop a structured LinkedIn outreach process for prospecting and engagement.
- Learn and refine cold calling scripts and objection handling techniques.
- Book your first set of meetings for Customer Success Managers (CSMs).
- Participate in weekly coaching sessions and roleplays to sharpen your pitch.
- Track and analyze your outreach performance to improve efficiency.
- Participate in your first quarterly review, discussing progress and areas for growth.
- Consistently hit monthly outreach and meeting booking targets.
- Develop deeper industry knowledge to refine messaging and conversations.
- Build strong relationships with CSMs to better align booked meetings with customer needs.
- Begin experimenting with multi-channel outreach strategies (email, LinkedIn, phone).
- Contribute insights on prospecting challenges and suggest process improvements.
Compensation: $55,000 - $80,000+ annually. The base salary for this role is $50,000 - $60,000 per year. Additional uncapped performance based bonus is paid out monthly, post onboarding period.
At Method, we believe in a thoughtful and human approach to hiring. Every application is reviewed by a real person, never AI, because we know your experience, potential, and personality can’t be measured by an algorithm. We take the time to get to know each qualified candidate and appreciate the effort you put into applying.
This is an active role we’re currently looking to fill, and we thank all applicants in advance. Please note that only candidates selected for an interview will be contacted. We kindly ask that you do not call or contact us through agencies.
Method is an equal opportunity employer for all — regardless of race, colour, ancestry, religion, gender identity, sexual orientation, age, marital status or able-bodiedness. As part of our commitment to be an inclusive and accessible workplace, we’re happy to provide accommodations for candidates taking part in the selection process.
Compensation
$55,000.00 - $80,000.00 per year