Business Development Representative

Role Overview

• Conduct a high volume of outbound phone calls daily to identify and engage potential customers.
• Send personalized and targeted outbound email sequences to generate interest and drive conversions.
• Leverage multiple channels (phone, email, social touches) to increase connect rates and establish contact with decision-makers.
• Qualify prospects through cold calls and follow ups to understand their pain points, needs, budgets, and timelines.
• Maintain accurate and detailed notes in the CRM.
• Build and nurture a consistent pipeline of early-stage opportunities for the sales team.
• Schedule discovery meetings for Account Executives.
• Track outreach activity and optimize performance using data-driven insights.
• Provide pre-and-post webinar and event communication with prospects and clients as needed to drive attendance and follow-up conversations.
• Utilize CRM systems (Salesforce, HubSpot, Gong) for lead management, tracking, and reporting.
• Work with sales & marketing leadership to refine outreach scripts, email templates, and value messaging.
• Use sales engagement platform (Gong) to manage sequences and touchpoints.
• Partner closely with marketing to follow up on outbound campaigns and ensure alignment on messaging.
• Share insights from market conversations to help guide product, marketing, and sales strategy.

Requirements

• Strong understanding of B2B sales fundamentals, ideally within the technology or financial services sectors.
• Proven ability to identify, qualify, and nurture leads through phone, email, and digital channels.
• Excellent verbal and written communication and active listening skills, with the ability to engage confidently and professionally with business decision-makers.
• Curious, driven, and self-motivated with a strong sense of ownership and accountability for achieving goals.
• Comfortable discussing technology and able to translate complex solutions into simple, client-relevant value.
• Resilient and adaptable in a fast-paced environment, maintaining focus and positivity when facing challenges.
• Collaborative, team-oriented mindset with a desire to partner closely with Sales and Marketing to improve outreach strategies and campaign success.
• Strong organizational, time-management, and prioritization skills, with attention to detail in CRM and pipeline tracking.
• Data-aware mindset with the ability to interpret prospect engagement metrics and use insights to improve outreach effectiveness.
• Eager to learn and grow—open to feedback, continuous improvement, and professional development.
• Desire to continually improve and contribute to our Purpose of Empowering Community Banks and our People to Thrive – Together.
• Bachelor’s degree preferred, ideally in Business, Marketing, Communications, or a related field.
• Equivalent experience is acceptable in place of formal education, particularly in sales, customer-facing roles, or high-performance environments.
• Foundational understanding of CRM systems (such as Salesforce, HubSpot, Dynamics) is beneficial—formal training or certifications are a plus.
• 0–2 years of professional experience in sales, business development, customer service, or a related field.
• Previous experience in outbound calling or prospecting handling objections high-volume communication environments meeting activity-based targets is strongly preferred.
• Experience using CRM platforms to track leads, manage pipelines, or log outreach.
• Demonstrated ability to thrive in fast-paced environments, player/coach leadership structures, competitive or quota-driven roles (sales, athletics, retail, hospitality, etc.).
• Strong communication skills—both written and verbal—along with an ability to quickly build rapport with prospects.

Benefits

• Typical remote environment
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.