Business Development Representative - Startup Financial Services - SF

Initio Capital; 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 part-time, remote role focused on startup financial services in the SF Bay Area and beyond. You will work from a provided lead list, call founders and business owners, qualify needs, and move suitable accounts to the next step using approved messaging.

This position requires disciplined outbound calling, discovery, and CRM follow-through, with flexible hours to fit your schedule.

Qualifications

• Prior BDR/SDR/outbound experience selling business banking or related financial products.
• Confidence calling business owners and explaining practical product benefits.
• Disciplined outbound calling, discovery, qualification, and reliable CRM follow-through.
• Ability to commit to part-time calling blocks during business hours.
• Quiet calling environment, reliable internet, and clear professional communication.
• No conflicts with existing employment agreements.

Responsibilities

• Work a company-provided lead list of newly formed businesses and other qualified accounts.
• Make outbound calls to founders and business owners, explain partner offerings, and identify fit and decision-makers.
• Ask discovery questions about financial services for startups and document customer needs.
• Arrange a qualified next step with the provider or internal team and follow through.
• Maintain CRM records, call outcomes, objections, pipeline stages, and follow-up dates.
• Use approved messaging and outreach tools, follow calling requirements, and respect opt-outs.
• Share objections and lead-quality feedback to improve targeting and qualification.

Skills

Outbound calling

Lead qualification

CRM follow-through

Communication skills

Financial services knowledge

Tools

CRM software

Job description

Business Development Representative - Startup Financial Services - SF

Initio Capital is recruiting an experienced Business Development Representative - Startup Financial Services for a part-time role focused on financial services for newly formed businesses. 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 financial services for newly formed businesses 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.