Business Development Representative

Checkbook; San Mateo (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Insurance (Medical, Dental, Vision, LT

401k

Equity

Job summary

Checkbook is seeking a Business Development Representative to drive growth by identifying and reaching out to potential customers in the fintech space. You will qualify leads, nurture relationships, and hand off to sales as opportunities mature.

You will work with the sales team to optimize the pipeline, maintain accurate CRM records, and stay informed on industry trends to uncover new opportunities and represent Checkbook at events.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• Proven experience as a Business Development Representative or in a similar sales role.
• Strong understanding of FinTech products, payments, and financial technologies.
• Prior experience using HubSpot or a similar CRM tool is highly desirable.
• Excellent communication and interpersonal skills to effectively engage with prospects and build rapport.
• Demonstrated ability to work independently and as part of a team in a fast-paced environment.
• Goal-oriented and results-driven with a track record of meeting or exceeding sales targets.
• Strong organizational and time management skills to handle multiple tasks simultaneously.
• Adaptability and a willingness to learn and stay updated on industry trends and product developments.
• A proactive and self-motivated attitude with a passion for driving business growth.

Responsibilities

• Identify and research potential clients within the target market.
• Conduct outbound prospecting activities, including cold-calling, emailing, and social selling, to generate new business opportunities.
• Qualify leads and assess their suitability for the company's products and services.
• Understand customer needs and pain points to effectively communicate the value proposition of Checkbook.io's solutions.
• Collaborate closely with the sales team to transition qualified leads into the sales pipeline.
• Manage and maintain accurate records of all interactions and lead progress in HubSpot or other CRM systems.
• Provide timely and regular updates to management on lead generation activities and progress against targets.
• Stay up-to-date with industry trends, competitor offerings, and market changes to identify new business opportunities.
• Attend industry events and networking functions to represent Checkbook.io and build relationships with potential clients.

Skills

Outbound prospecting

Lead qualification

CRM experience

Communication skills

Team collaboration

Time management

Adaptability

Self-motivated

Target-driven

Education

Bachelor's degree in Business, Marketing, Finance, or a related field

Tools

HubSpot CRM

Job description

About Us:Checkbook is a leading FinTech company revolutionizing the way businesses send and receive digital payments. Our innovative platform enables businesses to send and receive checks securely and instantly without the need for physical checks or any manual intervention. We are dedicated to providing simple, reliable, and cost-effective payment solutions to our clients. As we continue to grow, we are seeking a skilled Business Development Representative to join our dynamic team.

Role:As a Business Development Representative at Checkbook, you will play a crucial role in driving our company's growth and expanding our client base. You will be responsible for generating new business opportunities by identifying and reaching out to potential customers. Your primary focus will be on qualifying leads, conducting initial outreach, and nurturing relationships with prospects to move them through the sales pipeline.

Responsibilities:

• Identify and research potential clients within the target market.
• Conduct outbound prospecting activities, including cold-calling, emailing, and social selling, to generate new business opportunities.
• Qualify leads and assess their suitability for the company's products and services.
• Understand customer needs and pain points to effectively communicate the value proposition of Checkbook.io's solutions.
• Collaborate closely with the sales team to transition qualified leads into the sales pipeline.
• Manage and maintain accurate records of all interactions and lead progress in HubSpot or other CRM systems.
• Provide timely and regular updates to management on lead generation activities and progress against targets.
• Stay up-to-date with industry trends, competitor offerings, and market changes to identify new business opportunities.
• Attend industry events and networking functions to represent Checkbook.io and build relationships with potential clients.

Requirements & Skills:

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• Proven experience as a Business Development Representative or in a similar sales role.
• Strong understanding of FinTech products, payments, and financial technologies.
• Prior experience using HubSpot or a similar CRM tool is highly desirable.
• Excellent communication and interpersonal skills to effectively engage with prospects and build rapport.
• Demonstrated ability to work independently and as part of a team in a fast-paced environment.
• Goal-oriented and results-driven with a track record of meeting or exceeding sales targets.
• Strong organizational and time management skills to handle multiple tasks simultaneously.
• Adaptability and a willingness to learn and stay updated on industry trends and product developments.
• A proactive and self-motivated attitude with a passion for driving business growth.

Who you are:

• 3+ years of relevant experience, ideally at a B2B startup
• Proven ability to operate in a fast paced environment and adapt to dynamic targets
• Understanding of the BDR / Sales process
• Consistent, methodical, and organized
• Excellent verbal and written communication skills

Bonus points if you have experience in the payments space

• Insurance (Medical, Dental, Vision, LTD and a variety of other programs)
• 401k
• Equity

Variable Base + Commission + Equity (based on experience)

*Equal Opportunities Employment Statement*
It is our policy to provide equal opportunities for all employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (including color, nationality and ethnic and national origin), religion or belief, sex or sexual orientation.

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As set forth in Checkbook’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

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A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

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An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.