Remote Part-Time BDR for Startup Financial Services

Initio Capital; New York (NY); Remote; USD 33,000 - 89,000; Part time

Job summary

Initio Capital is seeking an experienced Business Development Representative for a part-time, remote role focused on startup financial services in the New York market.

You will be provided with a lead list and will perform outbound calling to founders and business owners, qualify needs, and move suitable accounts to the next step while maintaining accurate CRM records and following approved messaging.

Qualifications

• Prior BDR/SDR/outbound sales experience in business banking or related financial products.
• Comfortable calling business owners and explaining practical product benefits.
• Proven track record of disciplined outbound calling, discovery, qualification, and CRM follow-through.

Responsibilities

• Contact founders and business owners using a provided lead list.
• Explain partner offerings and identify fit, timing, and decision-makers.
• Document customer needs and arrange qualified next steps with providers.
• Maintain CRM records including outcomes, objections, and pipeline stages.
• Follow messaging guidelines and respect opt-outs.

Skills

Outbound calling

CRM follow-through

Discovery

Communication

Qualifying leads

Tools

CRM software

Outreach tools

Job description

Initio Capital is seeking an experienced Business Development Representative for a part-time, remote role focused on startup financial services in the New York market.

You will be provided with a lead list and will perform outbound calling to founders and business owners, qualify needs, and move suitable accounts to the next step while maintaining accurate CRM records and following approved messaging.