Business Development Representative (Financial Services)

Quick Facts

• Role: Business Development Representative (BDR)

• Work model: 100% remote (based in US and Canada)

• Focus: Outbound prospecting and qualified pipeline generation for Sales

Description

You will lead initial outreach to targeted accounts, collaborating with Field and Digital Marketing as well as Sales and Customer Success to introduce an AI-powered DevSecOps platform. You’ll generate qualified meetings and pipeline by conducting discovery conversations, qualifying opportunities, and converting prospects into Sales Accepted Opportunities (SAOs). You’ll also research and prioritize accounts in your territory and run a multi-touch outreach cadence.

Responsibilities

• Execute outbound prospecting initiatives to generate qualified meetings and pipeline in your assigned territory

• Generate New Logo opportunities and Growth opportunities on existing customer accounts

• Conduct high-level discovery conversations to understand business needs and qualify opportunities into SAOs

• Meet or exceed monthly and quarterly BDR-sourced SAO targets by converting qualified prospects into opportunities

• Research and prioritize target accounts to identify key players, uncover compelling events, and tailor outreach

• Execute multi-touch outreach (call, email, social, etc.) using Outreach

• Manage, track, and accurately report prospecting activity and pipeline in Salesforce

• Collaborate with Field, Corporate, and Digital Marketing, Sales, and Customer Success to build targeted account lists, campaigns, and call strategies; attend regional marketing events

• Document and continuously improve BDR processes; mentor new BDR hires

Requirements

• Previous tech industry experience in an outbound sales development role

• Strong phone skills, active listening, and excellent writing skills

• Ability to prioritize tasks, manage high-volume outreach, and follow through consistently

• Proven initiative-taking and persistence through setbacks to drive successful outcomes

• Knowledge of business process, roles, and organizational structure

• Proficiency with Salesforce, Sales Navigator, and Outreach (or similar tools)

• Ability to travel for events, trainings, and customer meetings

• Proficiency in English

• Alignment with company values

Benefits

• Flexible Paid Time Off

• Team Member Resource Groups

• Equity Compensation and Employee Stock Purchase Plan

• Growth and Development Fund

• Parental Leave