Remote Part-Time BDR for Startup Financial Services

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

Job summary

Initio Capital is seeking a Business Development Representative for a part-time, remote role focused on financial services for newly formed businesses in New York and other markets. You will work with a company-provided lead list and make outbound calls to qualify needs and move accounts forward.

Bring BDR/SDR experience, a confident phone manner, and disciplined CRM follow-through. The role emphasizes discovery, documenting needs, and coordinating next steps with providers while following

Qualifications

• Prior BDR/SDR or outbound sales experience selling business banking, commercial lending, business accounts, cards, or related financial products.
• 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.
• Quiet calling environment 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 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.

Skills

Outbound calling

CRM proficiency

Sales qualification

Business banking knowledge

Tools

CRM software

Job description

Initio Capital is seeking a Business Development Representative for a part-time, remote role focused on financial services for newly formed businesses in New York and other markets. You will work with a company-provided lead list and make outbound calls to qualify needs and move accounts forward.

Bring BDR/SDR experience, a confident phone manner, and disciplined CRM follow-through. The role emphasizes discovery, documenting needs, and coordinating next steps with providers while following