Business Development Representative

tabs platform inc; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and equity

100% coverage for healthcare (Medical, Dental and Vision)

401(k) plan

Daily meal and coffee stipend for in-office days

Unlimited PTO

Lunch and dinner provided on in-office days

Parental leave up to 12 weeks

Job summary

Tabs platform inc in New York is hiring a Business Development Representative. This role involves executing a high-volume outbound strategy, qualifying leads, and holding meaningful conversations with CFOs and Finance leaders. Candidates with 0-3 years of experience in finance or sales are encouraged to apply. The position offers competitive compensation and various benefits, including healthcare coverage and unlimited PTO. This role requires excellent communication skills and an entrepreneurial mindset.

Qualifications

• 0-3 years of experience in finance services or early-stage sales exposure.
• Ability to craft tailored outreach messaging.
• Comfort with discussing financial operations.

Responsibilities

• Execute high-volume outbound strategy with 150+ sequences weekly.
• Qualify leads through consultative selling.
• Research companies and identify decision-makers.
• Collaborate with sales team to improve outbound processes.

Skills

Superior written and verbal communication skills

Excellent listening skills

Experience in investment banking or SaaS sales

Relationship building and prospecting skills

Understanding corporate finance

Self-starter with urgency

High social intelligence

Job description

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow.

High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.

Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI.

About the Role

We’re seeking a thoughtful executor obsessed with figuring out how to get cold prospects on the phone and start meaningful conversations with CFOs and Finance leaders about their finance operations. As a Business Development Representative, you’ll be on the front lines of our outbound strategy—reaching out to potential customers, running a variety of experiments and tracking progress, qualifying leads, and setting the foundation for future sales growth.

If you’re someone who thrives in high-pressure environments, can tactfully work through rejection, and will do whatever it takes to achieve goals, this role is for you. This position is perfect for someone with 0-3 years of financial services/finance team experience or early-stage sales team exposure.

What You’ll Do

• Execute a high-volume outbound strategy of 150+ sequences weekly to generate new business opportunities.
• Source new sales opportunities through inbound qualification and outbound outreach.
• Qualify prospects through consultative selling on the phone while leveraging BANT criteria.
• Grow the top of the sales funnel through warm and cold outbound campaigns.
• Research companies and identify key decision-makers, adding prospects to our outbound list.
• Craft highly thoughtful, tailored outreach messaging to engage cold prospects.
• Handle objections, qualify leads, and schedule meetings for the sales team.
• Collaborate closely with the sales team to refine and improve the outbound playbook.
• Maintain accurate and up-to-date records in CRM of all interactions with prospects.
• Conduct ongoing experiments on outbound processes to enhance efficiency and performance.
• Consistently hit or exceed weekly/monthly KPIs related to outbound activities.
• Stay up-to-date with market trends and competitors to ensure messaging remains relevant.

Qualifications

• Superior written and verbal communication skills.
• Excellent listening skills and sophisticated phone presence.
• 0-3 years of experience in investment banking, SaaS, Sales, or a related field startup where high-volume work was the norm.
• A high level of comfort with relationship building sales (the prospect of today becomes our 10x referral tomorrow), prospecting, and sales tools/processes.
• Aptitude discussing corporate finance and financial operations of a company.
• Strong entrepreneurial mindset: a self-starter with urgency and the ability to work within undefined processes.
• Deep interest in understanding business challenges and engaging prospects in meaningful conversations.
• High social intelligence, curiosity, and a natural inclination for selling to accelerate growth as the company scales rapidly.
• Ability to track, measure, and experiment with sales processes, constantly improving efficiency.

Perks and Benefits

• Competitive compensation and equity
• 100% coverage for healthcare (Medical, Dental and Vision)
• 401(k) plan
• Daily meal and coffee stipend for in-office days
• Tax free contribution to commuter benefits
• Unlimited PTO
• Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
• Lunch and dinner provided via Sharebite on in-office days
• Parental leave up to 12 weeks
• Tax free commuter and parking benefits
• Voluntary insurances (Life, Hospital, Critical Illness, Accident)
• Employee Assistance Program (Rightway)
• Free One Medical Membership

Even if you don’t meet 100% of the qualifications, we recommend applying to the role! We are an NYC-based team spending 5 days a week in-person at our offices in midtown Manhattan.

Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves.