Business Development Representative

About the Role

We’re seeking a thoughtful executor obsessed with figuring out how to get cold prospects on the phone and start meaningful conversations with CFOs and Finance leaders about their finance operations. As a Business Development Representative, you’ll be on the front lines of our outbound strategy-reaching out to potential customers, running a variety of experiments and tracking progress, qualifying leads, and setting the foundation for future sales growth.

If you’re someone who thrives in high-pressure environments, can tactfully work through rejection, and will do whatever it takes to achieve goals, this role is for you. This position is perfect for someone with 0-3 years of financial services/finance team experience or early-stage sales team exposure.

What You’ll Do

• Execute a high-volume outbound strategy of 150+ sequences weekly to generate new business opportunities.
• Source new sales opportunities through inbound qualification and outbound outreach.
• Qualify prospects through consultative selling on the phone while leveraging BANT criteria.
• Grow the top of the sales funnel through warm and cold outbound campaigns.
• Research companies and identify key decision-makers, adding prospects to our outbound list.
• Craft highly thoughtful, tailored outreach messaging to engage cold prospects.
• Handle objections, qualify leads, and schedule meetings for the sales team.
• Collaborate closely with the sales team to refine and improve the outbound playbook.
• Maintain accurate and up-to-date records in CRM of all interactions with prospects.
• Conduct ongoing experiments on outbound processes to enhance efficiency and performance.
• Consistently hit or exceed weekly/monthly KPIs related to outbound activities.
• Stay up-to-date with market trends and competitors to ensure messaging remains relevant.

Qualifications

• Superior written and verbal communication skills.
• Excellent listening skills and sophisticated phone presence.
• 0-3 years of experience in investment banking, SaaS, Sales, or a related field startup where high-volume work was the norm.
• A high level of comfort with relationship building sales (the prospect of today becomes our 10x referral tomorrow), prospecting, and sales tools/processes.
• Aptitude discussing corporate finance and financial operations of a company
• Strong entrepreneurial mindset: a self-starter with urgency and the ability to work within undefined processes.
• Deep interest in understanding business challenges and engaging prospects in meaningful conversations.
• High social intelligence, curiosity, and a natural inclination for selling to accelerate growth as the company scales rapidly.
• Ability to track, measure, and experiment with sales processes, constantly improving efficiency.

Additional information

Even if you don’t meet 100% of the qualifications, we recommend applying to the role! We are a NYC based team spending 5 days a week in-person at our offices in Soho in Manhattan.

Perks and Benefits (Full-time Employees)

• Competitive compensation and equity
• Unlimited PTO
• Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
• Lunch provided via Sharebite, plus dinner for any later in office days.
• Parental leave up to 12 weeks
• Tax free commuter and parking benefits
• Voluntary insurances (Life, Hospital, Critical Illness, Accident)
• Employee Assistance Program (Rightway)
• Free One Medical Membership
• 401k