C

Checkbook

Digital payments platform replacing checks

Business Development Representative

Full-TimeUpdated on 10/23/2026
No salary listed
Mid
Bachelor's
San Mateo, CA, USA
Hybrid
Sales & Account ManagementSales Development Representative

About the job

Requirements
  • A bachelor's degree in Business, Marketing, Finance, or a related field is required.
  • Proven experience as a Business Development Representative or in a similar sales role is required.
  • A strong understanding of FinTech products, payments, and financial technologies is required.
  • Excellent communication and interpersonal skills are required to engage prospects and build rapport.
  • The candidate must be able to work independently and as part of a team in a fast-paced environment.
  • The candidate must have a track record of meeting or exceeding sales targets.
  • Strong organizational and time management skills are required to handle multiple tasks simultaneously.
  • The candidate must be adaptable and willing to learn and stay updated on industry trends and product developments.
  • A proactive, self-motivated attitude and a passion for driving business growth are required.
  • At least 3 years of relevant experience is required, ideally at a B2B startup.
  • The candidate must be able to operate in a fast-paced environment and adapt to dynamic targets.
  • An understanding of the BDR and sales process is required.
  • The candidate must be consistent, methodical, and organized.
  • Excellent verbal and written communication skills are required.
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 with the sales team to transition qualified leads into the sales pipeline.
  • Manage and maintain accurate records of 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.
Desired Qualifications
  • Prior experience using HubSpot or a similar CRM tool is highly desirable.
  • Experience in the payments space is a bonus.

About the company

Checkbook.io provides a digital payments platform for businesses to send and receive instant payments via email or phone, replacing paper checks and expensive transfers. It supports mass payments via CSV uploads and integrates with accounting software like Sage-Intacct, AccountingSeed, QuickBooks, and Moneypod; recipients do not need a Checkbook account. The platform includes an integrated accounting dashboard with live payment tracking for real-time visibility. Its goal is to offer a simple, affordable, and transparent digital payments option that reduces payment friction and costs (under $1 per transaction).

Company Size

51-200

Company Stage

Series A

Total Funding

$22.4M

Headquarters

San Mateo, California

Founded

2015

Get referred to Checkbook

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • August 2024 expansion drew rental, legal, government, and banking demand.
  • January 2026 Visa Direct collaboration expands realtime disbursements across millions of endpoints.
  • Eisen partnership targets CFPB-driven offboarding refunds, a painful compliance use case.

What critics are saying

  • Visa, J.P. Morgan, and banks can disintermediate Checkbook within 18 months.
  • Digital-check demand depends on legacy check volumes, which keep shrinking annually.
  • 2026 leadership changes signal execution risk after only $10 million total funding.

What makes Checkbook unique

  • Single API spans ACH, RTP, FedNow, Visa Direct, checks, and cards.
  • J.P. Morgan Payments network access embeds Checkbook into corporate disbursement workflows.
  • White-labeled payments plus no-recipient-signup onboarding reduces payee friction and integration overhead.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • Company Equity

Growth & Insights and Company News

6 month growth

4%

1 year growth

-3%

2 year growth

0%
The Fintech
Apr 15th, 2025
Checkbook Recognized as a Leader in Digital Payment Solutions by Frost & Sullivan

Checkbook, a leading innovator in digital payment solutions, has been named a leader in B2B Digital Payments by Frost & Sullivan in B2B Digital Payment Systems 2025.

Yahoo Finance
Mar 19th, 2025
In This Article:

PayPal Holdings experienced a 1% price increase last week, a move that coincided with Checkbook's launch of new payment rails.

PYMNTS
Aug 22nd, 2024
Checkbook Expands Payment Operations Amid Shift From Paper Checks

Payments solution provider Checkbook has expanded its payment operations. The company announced this expansion in a Thursday (Aug. 22) news release, saying it marked a milestone in “streamlining check and payment operations for a variety of business use cases in the U.S.”. According to the release, Checkbook has seen a surge in interest from industries like the rental, legal, government and banking sectors, spotlighting a rising demand for efficient and streamlined payment operations

PYMNTS
May 17th, 2024
Eisen And Checkbook Partner To Streamline Disbursements By Financial Institutions

Eisen and Checkbook partnered to help financial institutions streamline payment disbursements and ensure compliance with consumer protection regulations. The companies’ new Disbursement Hub is designed to help financial institutions meet the challenge of the evolving regulatory landscape around account closures and fund disbursements, according to a Thursday (May 16) press release. “Our strategic partnership is a crucial step to help financial institutions navigate the complexities of compliant offboarding and consumer protection, without dedicating an entire team to manage the process,” Eisen CEO Allen Osgood said in the release

Business Wire
May 16th, 2024
Eisen And Checkbook Revolutionize Payment Disbursements With Launch Of Disbursement Hub

SAN MATEO, Calif.--(BUSINESS WIRE)--In response to the evolving regulatory landscape surrounding account closures and fund disbursements, leading financial technology companies Eisen and Checkbook have joined forces to introduce Disbursement Hub—a groundbreaking solution designed to streamline payment disbursements and ensure compliance with consumer protection regulations. The Consumer Financial Protection Bureau (CFPB) has heightened its enforcement efforts, placing a spotlight on the prompt handling of refunds when accounts are closed. Failure to act quickly can result in significant penalties, making it imperative for financial institutions to align their processes with regulatory requirements. Disbursement Hub offers a comprehensive solution to assist institutions in navigating the complexities of account closures and fund disbursements efficiently. Eisen is building the future of account offboarding across the three critical phases of closing customer accounts—Outreach, Disbursement, and Escheatment—with a focus on meticulous attention to detail and adherence to regulatory timelines. Eisen chose Checkbook to power Disbursement Hub to replace manual workflows, reduce errors, save time, and ensure timely compliance with regulatory guidelines