Business Development Representative, West Coast
Core
Business Development Representative for an AI Accounting Transformation platform, generating new client opportunities for finance and accounting leaders.
Role type
Business Development Representative (SDR)
Builds
New client pipeline and qualified demos for Account Executives
Domain
FinTech / Accounting
Required skills
Prospecting, outbound communication (phone/email/social), Salesforce automation, stakeholder management, target achievement
Preferred skills
Cold calling, Finance/FinTech experience, Salesforce.com
Technologies
Salesforce
Responsibilities
Cultivate new business opportunities and create outreach strategies; Develop understanding of client barriers and strategize solutions; Create prospecting lists using internet, social media, and referrals; Execute outbound communication strategies; Meet activity targets for conversations and scheduling demos; Track progress in Salesforce; Collaborate with Account Executives, Marketing, and Sales Management.