Business Development Representative

Our client, a rapidly growing AI fintech company transforming how financial institutions serve members through agentic and conversational AI, is looking for a Business Development Representative.

Backed by $30M in Series A funding and already cash-flow positive, this company is on a mission to democratize financial wellness by helping banks and credit unions deliver intelligent, personalized financial services at scale. This is a high-impact role at a pivotal moment in their growth, with a clear path to a closing role and beyond.

Role & Responsibilities:

• Execute high-volume outbound prospecting via email, phone, and LinkedIn to engage key decision-makers at credit unions and community banks across the country
• Research accounts to identify the right contacts and craft personalized outreach that cuts through the noise
• Qualify inbound leads and route them to the right Account Executive with clear, actionable context
• Maintain accurate and up-to-date records in Salesforce and HubSpot to keep the team moving
• Collaborate closely with AEs on territory strategy, account targeting, and pipeline development
• Hit weekly and monthly activity, meeting, and pipeline targets, and raise the bar as you go
• ake ownership beyond prospecting: contribute to team projects, playbook development, and process improvements

Skills & Experience:

• 1+ years of BDR/SDR experience, ideally in SaaS, AI, or Fintech
• Driven and startup-ready — you thrive in fast-paced environments and don't wait to be told what to do
• Eager to master the tools of the trade: LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce are on your radar (or already in your toolkit)
• Self-sufficient with a strong sense of urgency — hardworking, humble, and accountable
• Detail-oriented with a big-picture mindset; a relationship and trust builder
• Clear and compelling communicator, written and verbal, with consistent follow-through
• A true team player who collaborates across functions and wants to own initiatives beyond core responsibilities
• Flexible and coachable — you adjust quickly, take feedback well, and give it just as constructively

Preferred Qualifications:

• Background in FinTech, SaaS, AI, or financial services
• Experience prospecting into credit unions, community banks, or regional financial institutions
• Familiarity with the financial services industry and its buyers

Compensation:

OTE $95k-115k plus equity, 100% paid health/dental/vision, 401(k) and financial wellness perks, discretionary PTO, paid parental leave, and mental health and wellness benefits — all while joining a mission-driven, high-growth company helping shape the future of banking technology.