Remote Part-Time BDR: Business Finance Partnerships

Acquisition Network LLC

San Francisco (CA)

Remote

USD 33,000 - 89,000

Part time

16 hours ago
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Job summary

Initio Capital is seeking a part-time Business Development Representative to build partnerships in banking and business finance. You will work outbound calls, qualify business owners, and move suitable accounts to next steps from a company-provided lead list.

You will document needs clearly, arrange next steps with providers, and maintain accurate CRM records. This role is remote with flexible part-time hours and requires strong communication with business owners.

Qualifications

  • Experience in outbound business development for financial services or banking products.
  • Ability to qualify prospects, discover needs, and document customer needs accurately.
  • Comfort handling calls with business owners and explaining partner offerings.

Responsibilities

  • Work a company-provided lead list of newly formed businesses and other qualified accounts.
  • Make outbound calls to founders and business owners to explain partner offerings and identify fit.
  • Ask discovery questions about banking and business finance partnerships and document needs.
  • Arrange next steps with providers or internal teams and follow through.
  • Maintain CRM records, call outcomes, objections, and pipeline stages.

Skills

Outbound calling
Lead qualification
CRM follow-through
Discovery questions
Consultative communication

Tools

CRM

Job description

Initio Capital is seeking a part-time Business Development Representative to build partnerships in banking and business finance. You will work outbound calls, qualify business owners, and move suitable accounts to next steps from a company-provided lead list.

You will document needs clearly, arrange next steps with providers, and maintain accurate CRM records. This role is remote with flexible part-time hours and requires strong communication with business owners.

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