Business Development Representative

Confirmed live in the last 24 hours



11-50 employees

Supports ACH, digital checks, virtual cards

Junior, Mid, Senior

San Mateo, CA, USA

Required Skills
Lead Generation
Cold Calling
  • 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.
  • 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.

Checkbook's focus on secure electronic payment solutions, including ACH, real-time payments, digital checks, and virtual cards, positions it at the forefront of financial technology. This environment provides a perfect platform for employees keen on contributing to cutting-edge payment innovations while operating in an ecosystem that simplifies and secures large-scale financial transactions. Furthermore, its integration capabilities with accounting software enhance operational efficiency, making it an ideal workplace for those looking to advance in a tech-driven and agile financial sector.

Company Stage


Total Funding



San Mateo, California



Growth & Insights

6 month growth


1 year growth


2 year growth