FinTech BDR: Drive Growth in Payments

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

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.