Business Development Representative

Consumerdirect; Irvine (CA); On-site; USD 150,000 - 260,000; Full time

Benefits offered by this job

Open Time Off Policy

Commissions paid monthly

Paid Parental Leave

Tuition Reimbursement

LA Fitness Membership

Monthly Catered Lunches

Employer Sponsored Life Insurance and

Long-Term Disability

401K Savings

HMO/PPO/Vision/Dental Insurance Plans

Job summary

ConsumerDirect in Irvine, CA is seeking a Business Development Representative to generate leads, arrange meetings and drive new client opportunities. You will conduct research, craft outreach campaigns via email, LinkedIn and calls, and guide prospects through the initial engagement.

This full-time, in-person role reports to the VP of Business Development. The position offers commissions and a collaborative, growth‑driven culture, with a strong track record of revenue impact in financial

Qualifications

• 3+ years of partnership sales experience in financial services, SaaS, or related industry.
• Must have a proven track record of successful sales and client management.
• Self-motivated, coachable, and results-driven; able to build valuable relationships.

Responsibilities

• Generate new leads and identify prospects via cold calling, emailing, LinkedIn, events and trade shows.
• Engage with leads in-person or virtually to understand needs and demonstrate products/services.
• Conduct product demonstrations and create compelling presentations.
• Focus on outbound sales to fill the sales pipeline with opportunities.
• Maintain accurate records in CRM (e.g., HubSpot) and align with marketing messages.
• Collaborate with marketing and sales to refine outreach strategies and messaging.
• Manage final contract negotiations and oversee client journey through close.

Education

Bachelor's in Business Admin or related field

Job description

Reports to: VP of Business Development

Location: Onsite, Irvine, CA

***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview

The Business Development Representative is responsible for generating new leads and attracting clients by arranging meetings with prospects, conducting research and analyzing business opportunities. You will lead the sales efforts for our organization through impactful campaigns via email, LinkedIn, zoom, and Seamless AI along with cold calling/emailing. This position requires you to work outside of the box with creative sales pitches and marketing campaigns to drive new leads.

Job duties

• Generate new leads and identify prospects via cold calling/emailing, email campaigns, LinkedIn, networking events, & tradeshows
• Engage with leads virtually or in-person to understand their needs and demonstrate our products and services.
• Conduct product and services demonstrations as needed by creating elaborate presentations/sales pitches.
• Focus on outbound sales to fill the sales pipeline with new business opportunities.
• Maintain accurate records of interactions in the CRM system (e.g., HubSpot).
• Collaborate with the marketing and sales teams to refine outreach strategies and messaging.
• Manage final contract negotiations, ensuring agreements are executed and compliant, and oversee the client journey.

Qualifications

• Bachelors in Business Admin or any related field or equivalent combination of education and experience preferred
• 3+ Years of Partnership sales experience within the financial services, SaaS or related industry required
• Self-motivated, coachable, and results-driven.
• Able to network and build valuable long-standing relationships
• MUST have a proven track record of successful sales and client management

Benefits & Perks

• Open Time Off Policy
• Commissions paid monthly
• Paid Parental Leave
• Tuition Reimbursement
• LA Fitness Membership
• Monthly Catered Lunches
• Employer Sponsored Life Insurance and Long-Term Disability
• 401K Savings
• HMO/PPO/Vision/Dental Insurance Plans

Why You Should Work For Us

• Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities.
• Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA.
• A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect.
• Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work.
• Recognition & Rewards – Competitive pay, commissions, and recognition programs that celebrate your contributions.

Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.

*Actual compensation will be determined based on factors including, but not limited to, geographic location, skills, experience, and education*

Base + Commissions range: $150k - $260k