Business Development Representative
Overview
A rapidly growing fintech is seeking a driven Business Development Representative to support early-stage sales efforts. This role focuses on generating qualified pipeline, engaging prospects across commercial and institutional finance, and partnering with internal teams to improve outbound strategy and messaging. The ideal candidate combines strong communication skills with curiosity about financial workflows and emerging technologies.
Key Responsibilities
- Qualify and manage inbound interest from financial and investment-focused organizations.
- Execute structured outbound outreach in collaboration with senior sales team members.
- Schedule high-quality discovery meetings and contribute directly to early pipeline creation.
- Support the development of sales assets including outreach messaging, presentations, and short-form collateral.
- Maintain accurate data across CRM and sales engagement tools.
- Develop strong knowledge of the product and the financial workflows it supports to communicate effectively with prospects.
- Participate in refining prospecting strategies, enhancing the sales playbook, and reporting on funnel performance.
Who You Are
- You excel in fast-paced environments and enjoy building structure amid ambiguity.
- You're a strong communicator who can craft clear messages for professional audiences.
- You're proactive, adaptable, and eager to learn about financial services and modern technology.
Requirements
- Experience in an outbound sales or BDR/SDR role within a tech-forward environment (software, fintech, or related fields preferred).
- Familiarity with financial services, credit, investing, or commercial banking through experience or exposure.
- Strong written and verbal communication skills, particularly in prospect outreach.
- Hands-on experience using CRM platforms and sales engagement tools.
- Analytical approach to lead qualification and sales funnel management.
- Ability to work in a hybrid or in-office environment depending on company location policies.
FAQs
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