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Checkbook

Business Development Representative

LocationCheckbook HQ, San Mateo, CA / Hybrid
Work modehybrid
Typefull-time
DepartmentSales
EquityIncluded
Company size11–50 people
First seen8h ago
Verified live8h ago
About the company
About Us: Checkbook is a leading FinTech company revolutionizing the way businesses send and receive digital payments. Our innovative platform enables businesses to send and receive checks securely and instantly without the need for physical checks or any manual intervention. We are dedicated to providing simple, reliable, and cost-effective payment solutions to our clients. As we continue to grow, we are seeking a skilled Business Development Representative to join our dynamic team.
About the role
Role: As a Business Development Representative at Checkbook, you will play a crucial role in driving our company’s growth and expanding our client base. You will be responsible for generating new business opportunities by identifying and reaching out to potential customers. Your primary focus will be on qualifying leads, conducting initial outreach, and nurturing relationships with prospects to move them through the sales pipeline.
Responsibilities:
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Identify and research potential clients within the target market.
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Conduct outbound prospecting activities, including cold-calling, emailing, and social selling, to generate new business opportunities.
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Qualify leads and assess their suitability for the company’s products and services.
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Understand customer needs and pain points to effectively communicate the value proposition of Checkbook.io’s solutions.
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Collaborate closely with the sales team to transition qualified leads into the sales pipeline.
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Manage and maintain accurate records of all interactions and lead progress in HubSpot or other CRM systems.
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Provide timely and regular updates to management on lead generation activities and progress against targets.
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Stay up-to-date with industry trends, competitor offerings, and market changes to identify new business opportunities.
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Attend industry events and networking functions to represent Checkbook.io and build relationships with potential clients.
Requirements & Skills:
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Bachelor’s degree in Business, Marketing, Finance, or a related field.
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Proven experience as a Business Development Representative or in a similar sales role.
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Strong understanding of FinTech products, payments, and financial technologies.
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Prior experience using HubSpot or a similar CRM tool is highly desirable.
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Excellent communication and interpersonal skills to effectively engage with prospects and build rapport.
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Demonstrated ability to work independently and as part of a team in a fast-paced environment.
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Goal-oriented and results-driven with a track record of meeting or exceeding sales targets.
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Strong organizational and time management skills to handle multiple tasks simultaneously.
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Adaptability and a willingness to learn and stay updated on industry trends and product developments.
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A proactive and self-motivated attitude with a passion for driving business growth.
Who you are:
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3+ years of relevant experience, ideally at a B2B startup
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Proven ability to operate in a fast paced environment and adapt to dynamic targets
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Understanding of the BDR / Sales process
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Consistent, methodical, and organized
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Excellent verbal and written communication skills
Bonus points if you have experience in the payments space
Benefits & Perks
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Insurance (Medical, Dental, Vision, LTD and a variety of other programs)
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401k
•
Equity
Variable Base + Commission + Equity (based on experience)
Legal
*Equal Opportunities Employment Statement*
It is our policy to provide equal opportunities for all employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (including color, nationality and ethnic and national origin), religion or belief, sex or sexual orientation.
If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact us directly.
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