Business Development Representative

About the Role We're seeking a thoughtful executor to accelerate our outbound strategy and start meaningful conversations with CFOs and finance leaders about their operations. As a Business Development Representative, you’ll be on the front lines of our outbound program—driving 150+ sequences weekly, running experiments, qualifying leads, and laying the foundations for future sales growth. This role is ideal for someone with 0-3 years of financial services/finance experience or early-stage sales exposure.

What You'll Do

• Execute a high-volume outbound strategy of 150+ sequences weekly to generate new business opportunities.
• Source new sales opportunities through inbound qualification and outbound outreach.
• Qualify prospects through consultative selling on the phone while leveraging BANT criteria.
• Grow the top of the sales funnel through warm and cold outbound campaigns.
• Research companies and identify key decision-makers, adding prospects to our outbound list.
• Craft highly thoughtful, tailored outreach messaging to engage cold prospects.
• Handle objections, qualify leads, and schedule meetings for the sales team.
• Collaborate closely with the sales team to refine and improve the outbound playbook.
• Maintain accurate and up-to-date records in CRM of all interactions with prospects.
• Conduct ongoing experiments on outbound processes to enhance efficiency and performance.
• Consistently hit or exceed weekly/monthly KPIs related to outbound activities.
• Stay up-to-date with market trends and competitors to ensure messaging remains relevant.

What We're Looking For

• Superior written and verbal communication skills.
• Excellent listening skills and sophisticated phone presence.
• 0-3 years of experience in investment banking, SaaS, Sales, or a related field startup where high-volume work was the norm.
• A high level of comfort with relationship building, prospecting, and sales tools/processes.
• Aptitude discussing corporate finance and financial operations of a company.
• Strong entrepreneurial mindset: a self-starter with urgency and the ability to work within undefined processes.
• Deep interest in understanding business challenges and engaging prospects in meaningful conversations.
• High social intelligence, curiosity, and a natural inclination for selling to accelerate growth as the company scales rapidly.
• Ability to track, measure, and experiment with sales processes, constantly improving efficiency.

Compensation & Benefits

• Salary: $80,000 - $100,000 annually. Equity offered.
• 100% employer-covered healthcare (Medical, Dental, Vision).
• 401(k) plan.
• Daily meal and coffee stipend for in-office days; Lunch provided via Sharebite, plus dinner for any later in-office days.
• Parental leave up to 12 weeks.
• Tax-free commuter benefits (and parking where applicable).
• Voluntary insurances (Life, Hospital, Critical Illness, Accident) and Employee Assistance Program.
• NYC-based team spending 5 days a week in-person at our midtown Manhattan offices.