Full-Time

Business Development Representative

BDR

Confirmed live in the last 24 hours

Checkbook

Checkbook

11-50 employees

Digital payment platform for businesses

Fintech
Financial Services

Junior

San Mateo, CA, USA + 1 more

More locations: Remote in USA

Job can be performed in San Mateo, CA or remotely.

Category
Business Development
Business & Strategy
Required Skills
Lead Generation
Hubspot
Requirements
  • Bachelor's degree in Business, Marketing, Finance, or a related field preferred.
  • 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.
  • 1+ years of relevant experience, ideally at a B2B startup
  • Proven ability to operate in a fast paced environment and adapt to dynamic targets
  • Understanding of the BDR / Sales process
  • Consistent, methodical, and organized
  • Excellent verbal and written communication skills
  • Bonus points if you have experience in the payments space
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.

Checkbook.io provides a digital payment platform that aims to replace traditional paper checks and costly online transactions. The service allows businesses to send and receive payments instantly through email or phone numbers, eliminating the need for physical checks and postage. Users can also make mass payments by uploading CSV files, and the platform integrates with popular accounting software like Sage-Intacct, AccountingSeed, Quickbooks, and Moneypod. One of the key features is that recipients do not need to have a Checkbook account, which simplifies the process for everyone involved. Additionally, Checkbook.io offers live payment tracking through an integrated accounting dashboard, providing transparency and control over transactions. The company charges less than $1 per transaction, making it a more affordable option compared to its competitors. The goal of Checkbook.io is to provide businesses with an efficient and cost-effective payment solution.

Company Stage

Series A

Total Funding

$21.7M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

11%

2 year growth

36%
Simplify Jobs

Simplify's Take

What believers are saying

  • Checkbook's partnership with Visa enhances instant payment capabilities for businesses.
  • The Disbursement Hub collaboration with Eisen ensures compliance with evolving regulations.
  • Recent $10M Series A funding supports Checkbook's expansion and operational growth.

What critics are saying

  • Intense competition in the digital payment space could impact Checkbook's market share.
  • Regulatory changes may require continuous adaptation and compliance efforts.
  • Reliance on partnerships, like with Visa, may pose risks if collaborations falter.

What makes Checkbook unique

  • Checkbook offers a single API for multiple payment methods, simplifying transactions.
  • The platform supports mass payments via CSV uploads, enhancing efficiency for businesses.
  • Checkbook's white-label functionality allows businesses to maintain brand consistency in payments.

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