Full-Time

Business Development Representative

Posted on 4/18/2024

Checkbook

Checkbook

11-50 employees

Secure platform for digital and real-time payments


Junior, Mid, Senior

San Mateo, CA, USA

Required Skills
Sales
Communications
Lead Generation
Cold Calling
Hubspot
Marketing
Requirements
  • Bachelor's degree in Business, Marketing, Finance, or a related field.
  • Proven experience as a Business Development Representative or in a similar sales role.
  • Strong understanding of FinTech products, payments, and financial technologies.
  • Prior experience using HubSpot or a similar CRM tool is highly desirable.
  • Excellent communication and interpersonal skills to effectively engage with prospects and build rapport.
  • Demonstrated ability to work independently and as part of a team in a fast-paced environment.
  • Goal-oriented and results-driven with a track record of meeting or exceeding sales targets.
  • Strong organizational and time management skills to handle multiple tasks simultaneously.
  • Adaptability and a willingness to learn and stay updated on industry trends and product developments.
  • A proactive and self-motivated attitude with a passion for driving business growth.
Responsibilities
  • Identify and research potential clients within the target market.
  • Conduct outbound prospecting activities, including cold-calling, emailing, and social selling, to generate new business opportunities.
  • Qualify leads and assess their suitability for the company's products and services.
  • Understand customer needs and pain points to effectively communicate the value proposition of Checkbook.io's solutions.
  • Collaborate closely with the sales team to transition qualified leads into the sales pipeline.
  • Manage and maintain accurate records of all interactions and lead progress in HubSpot or other CRM systems.
  • Provide timely and regular updates to management on lead generation activities and progress against targets.
  • Stay up-to-date with industry trends, competitor offerings, and market changes to identify new business opportunities.
  • Attend industry events and networking functions to represent Checkbook.io and build relationships with potential clients.

At Checkbook, employees are part of a forward-thinking team dedicated to modernizing payment solutions through a robust platform that supports ACH, real-time payments, digital checks, and virtual cards. This focus on providing secure, scalable payment solutions seamlessly integrated with accounting software places the company at the forefront of financial technology. The environment encourages innovation and operational excellence, making it an ideal workplace for those passionate about impacting the fintech industry.

Company Stage

Seed

Total Funding

$14.3M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

12%

1 year growth

41%

2 year growth

76%