Remote Part-Time Business Banking BDR (SF Bay Area)

Career Launch; San Francisco (CA); A distancia; USD 33.000 - 89.000; A tiempo parcial

Descripción de la vacante

Initio Capital is recruiting a part-time Business Development Representative for Business Banking in the San Francisco Bay Area. This remote role uses a provided lead list to engage business owners, qualify needs, and move opportunities through the CRM with diligent follow-up.

Focus is on outbound outreach, explaining practical partner offerings, coordinating with internal teams, and meeting agreed call blocks during business hours while avoiding conflicts with current employment.

Formación

• Experience selling business banking or related financial products.
• Proven outbound calling, discovery, qualification, and CRM follow-through.
• Ability to work part-time during business hours.
• Quiet calling environment and reliable internet.
• Willing to work remotely and avoid conflicts of interest.

Responsabilidades

• 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.
• Ask discovery questions about business banking and document customer needs.
• Arrange a qualified next step with the provider or internal team and follow through.
• Maintain accurate CRM records, call outcomes, objections, pipeline stages, and follow-up dates.
• Use approved messaging and outreach tools, follow calling requirements, and respect opt-outs.
• Share recurring objections and lead-quality feedback to improve targeting and qualification.

Conocimientos

BDR experience outbound

Business banking knowledge

Phone/comms

CRM follow-through

Descripción del empleo

Initio Capital is recruiting a part-time Business Development Representative for Business Banking in the San Francisco Bay Area. This remote role uses a provided lead list to engage business owners, qualify needs, and move opportunities through the CRM with diligent follow-up.

Focus is on outbound outreach, explaining practical partner offerings, coordinating with internal teams, and meeting agreed call blocks during business hours while avoiding conflicts with current employment.