Remote Part-Time Business Finance Partnerships SDR

Career Launch; San Francisco (CA); Remote; USD 33,000 - 89,000; Part time

Job summary

Initio Capital is seeking a Business Development Representative for Business Finance Partnerships in a remote, part-time role. The position targets banking and financial services partnerships in the San Francisco Bay Area and other markets, with company-provided leads and a focus on outbound discovery and qualification.

You will handle calling, qualification, and coordinating next steps, while maintaining CRM records and following approved messaging.

Qualifications

• Experience in outbound calling and qualifying leads.
• Ability to work part-time during business hours.
• Quiet calling environment and reliable internet.
• Professional communication and ability to manage follow-ups.

Responsibilities

• Make outbound calls to leads, explain partner offerings, and identify fit and decision-makers.
• Qualify needs and document customer requirements clearly.
• Arrange a qualified next step with the provider or internal team and follow through.
• Maintain accurate CRM records of call outcomes, objections, and pipeline stages.
• Use approved messaging and outreach tools, respecting opt-outs.
• Share objections and lead-quality feedback to improve targeting.

Skills

Outbound sales experience

CRM experience

Phone-based communication

Financial services knowledge

Tools

CRM software

Job description

Initio Capital is seeking a Business Development Representative for Business Finance Partnerships in a remote, part-time role. The position targets banking and financial services partnerships in the San Francisco Bay Area and other markets, with company-provided leads and a focus on outbound discovery and qualification.

You will handle calling, qualification, and coordinating next steps, while maintaining CRM records and following approved messaging.