Business Development Representative - Banking and Lending - SF

Initio Capital LLC; San Francisco (CA); Remote; USD 33,000 - 89,000; Part time

Job summary

Initio Capital LLC is seeking an experienced Business Development Representative for a remote, part-time role focused on banking and lending needs qualification. You will work with a company-provided lead list to reach founders and business owners, qualify needs, and move suitable accounts to the next step.

You will maintain CRM records, follow approved messaging, and coordinate with providers to arrange next steps while ensuring compliance with calling requirements and opt-out rules.

Qualifications

• Experience in outbound business development selling business banking, commercial lending, business accounts, cards, or related financial products.
• Disciplined outbound calling, discovery, qualification, and CRM follow-through.
• Ability to commit to part-time calling blocks during the target market's business hours.
• Quiet calling environment, reliable internet, and clear professional communication.

Responsibilities

• Work a company-provided lead list of newly formed businesses and other qualified accounts.
• Make outbound calls to founders and business owners, explain relevant partner offerings, and identify fit, timing, and decision-makers.
• Ask discovery questions about business banking and lending needs and document the customer needs accurately.
• Arrange a qualified next step with the relevant provider or internal team and follow through on agreed actions.
• Maintain accurate CRM records, call outcomes, objections, pipeline stages, and follow-up dates.
• Share recurring objections and lead-quality feedback to improve targeting and qualification.

Skills

Outbound sales

CRM proficiency

Business banking knowledge

Job description

Business Development Representative - Banking and Lending - SF

Initio Capital is recruiting an experienced Business Development Representative - Banking and Lending for a part-time role focused on business banking and lending needs qualification. This opening is listed through Initio Capital and serves business customers in San Francisco Bay Area and other assigned markets.

You will help business owners evaluate relevant partner offerings. This is a role with Initio Capital.

The role

We provide the leads. You bring experience in the category, a confident phone manner, and consistent follow-through. Your work is outbound calling, qualifying needs, and moving suitable accounts to the next step.

What you will do

• Work a company-provided lead list of newly formed businesses and other qualified accounts. You are not expected to bring a prospect database.
• Make outbound calls to founders and business owners, explain relevant partner offerings, and identify fit, timing, and decision-makers.
• Ask clear discovery questions about business banking and lending needs qualification and document the customer need accurately.
• Arrange a qualified next step with the relevant provider or internal team and follow through on agreed actions.
• Maintain accurate CRM records, call outcomes, objections, pipeline stages, and follow-up dates.
• Use approved messaging and company-provided outreach tools, follow calling requirements, and respect opt-outs.
• Share recurring objections and lead-quality feedback to improve targeting and qualification.

What we are looking for

• Prior BDR, SDR, inside sales, or outbound business development experience selling business banking, commercial lending, business accounts, cards, or related financial products.
• Confidence calling business owners and explaining practical product benefits without overstating them.
• A record of disciplined outbound calling, discovery, qualification, and reliable CRM follow-through.
• Ability to commit to agreed part-time calling blocks during the target market's business hours.
• A quiet calling environment, reliable internet connection, and clear professional communication.
• Ability to take on outside work without breaching an existing employment agreement or creating a conflict of interest.

Part-time schedule and pay

This is a remote, part-time position. You do not need to leave your current job. Calling hours and workload will be agreed in advance so they fit the availability you can reliably commit.

The fixed pay range is $3,000 to $8,000 per month, depending on experience, agreed hours, and scope.

Professional standards

We are not recruiting current employees of the providers whose offerings you would represent. Do not bring a current or former employer's customer lists, confidential materials, or proprietary data. Disclose any existing obligations or conflicts before accepting the role.

Use approved provider information. Do not promise account approval, credit, funding, pricing, or other outcomes that are decided by the provider.

Equal opportunity

Applicants are evaluated on relevant experience, skills, and availability without regard to protected characteristics under applicable law.