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Checkbook is a FinTech company providing digital payment solutions that enable businesses to send and receive checks securely and instantly without physical checks or manual intervention. As a Business Development Representative, you will drive company growth by identifying and qualifying new business opportunities.
You will be responsible for generating new business through outbound prospecting activities including cold-calling, emailing, and social selling. Your role involves researching potential clients within the target market, qualifying leads based on suitability for Checkbook's products, and understanding customer needs and pain points to communicate value effectively. You will collaborate closely with the sales team to transition qualified leads into the sales pipeline, manage accurate records in HubSpot or similar CRM systems, and provide regular updates to management on lead generation activities and progress against targets.
Additional responsibilities include staying current with industry trends and competitor offerings to identify new opportunities, attending industry events and networking functions to represent the company and build client relationships, and maintaining a proactive approach to business development.
Requirements:
- Bachelor's degree in Business, Marketing, Finance, or related field
- 3+ years of relevant experience, ideally at a B2B startup
- 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 similar CRM tool (highly desirable)
- Excellent communication and interpersonal skills
- Demonstrated ability to work independently and as part of a team in fast-paced environment
- Goal-oriented and results-driven with track record of meeting or exceeding sales targets
- Strong organizational and time management skills to handle multiple tasks simultaneously
- Understanding of the BDR/Sales process
- Consistent, methodical, and organized approach
- Adaptability and willingness to learn and stay updated on industry trends
- Proactive and self-motivated attitude with passion for driving business growth
- Bonus: experience in the payments space
