Remote Part-Time BDR: Business Finance Partnerships

Career Launch; New York (NY); Remote; USD 33,000 - 89,000; Part time

Job summary

Initio Capital is seeking an experienced Business Development Representative for a remote, part-time role focused on banking, business finance, and financial services partnerships. You will work from New York and other assigned markets, using a provided lead list and your outbound calling skills to qualify opportunities and move accounts through the pipeline.

You will be responsible for discovery, documenting customer needs, and arranging next steps with providers while maintaining accurate CRM

Qualifications

• BDR/SDR/outbound sales experience in business banking or finance.
• Experience calling business owners and explaining product benefits.
• Proven outbound calling, discovery, qualification, and CRM follow-through.
• Willingness to work part-time during business hours.

Responsibilities

• Work a company-provided lead list of newly formed businesses and qualified accounts.
• Make outbound calls to founders and business owners explaining partner offerings.
• Ask discovery questions about banking, business finance, and financial services partnerships 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.
• Share recurring objections and lead-quality feedback to improve targeting and qualification.

Skills

Outbound calling

CRM management

Qualification skills

Communication skills

Tools

CRM software

Job description

Initio Capital is seeking an experienced Business Development Representative for a remote, part-time role focused on banking, business finance, and financial services partnerships. You will work from New York and other assigned markets, using a provided lead list and your outbound calling skills to qualify opportunities and move accounts through the pipeline.

You will be responsible for discovery, documenting customer needs, and arranging next steps with providers while maintaining accurate CRM