Business Development Representative

Praxy; San Mateo (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Insurance (Medical, Dental, Vision, LT

401k

Equity

Job summary

Checkbook.io, a leading FinTech in San Mateo, seeks a Business Development Representative to expand its client base by identifying and contacting potential customers.

You will qualify leads, conduct outbound outreach, and collaborate with the sales team to move opportunities through the pipeline, using HubSpot and other CRM tools.

The ideal candidate has 3+ years B2B sales, strong communication, and a proactive, results-driven approach.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or related field.
• 3+ years in B2B sales or business development.
• Familiar with FinTech or payments is a plus.

Responsibilities

• Identify and research potential clients within target market.
• Conduct outbound prospecting via cold-calling, email, and social selling.
• Qualify leads and assess fit for Checkbook's solutions.
• Record interactions and progress in CRM systems.
• Collaborate with sales to move qualified leads through the pipeline.
• Provide regular updates on activities and progress toward targets.
• Stay current on industry trends and competitors.
• Represent Checkbook at industry events and networking functions.

Skills

BDR experience

Excellent communication

Cold calling

Prospecting

CRM experience

Education

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

Tools

HubSpot

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.

If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact us directly.