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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Business Development and lead generation within the FinTech sector, utilizing strong communication skills and CRM tools like HubSpot to drive sales growth and manage client relationships effectively.
Highest-signal resume keywords
Business Development Representative ExperienceFinTech Product KnowledgeHubSpot CRM ProficiencyLead Qualification SkillsSales Target Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationOutbound ProspectingCold-CallingEmail MarketingSocial SellingSales Pipeline ManagementMarket ResearchClient QualificationSales Process UnderstandingTime Management
Soft Skills
Excellent Communication SkillsInterpersonal SkillsGoal-OrientedAdaptabilityProactive Attitude
Tools & Technologies
HubSpotCRM Systems
Industry Keywords
FinTechPaymentsB2B SalesBusiness GrowthIndustry Trends
About the role
Key responsibilities & impact- Identify and research potential clients within the target market.
- Conduct outbound prospecting activities, including cold-calling, emailing, and social selling, to generate new business opportunities.
- Qualify leads and assess their suitability for the company's products and services.
- Understand customer needs and pain points to effectively communicate the value proposition of Checkbook.io's solutions.
- Collaborate closely with the sales team to transition qualified leads into the sales pipeline.
- Manage and maintain accurate records of all interactions and lead progress in HubSpot or other CRM systems.
- Provide timely and regular updates to management on lead generation activities and progress against targets.
- Stay up-to-date with industry trends, competitor offerings, and market changes to identify new business opportunities.
- Attend industry events and networking functions to represent Checkbook.io and build relationships with potential clients.
Requirements
What you’ll need- Bachelor's degree in Business, Marketing, Finance, or a related field.
- Proven experience as a Business Development Representative or in a similar sales role.
- Strong understanding of FinTech products, payments, and financial technologies.
- Prior experience using HubSpot or a similar CRM tool is highly desirable.
- Excellent communication and interpersonal skills to effectively engage with prospects and build rapport.
- Demonstrated ability to work independently and as part of a team in a fast-paced environment.
- Goal-oriented and results-driven with a track record of meeting or exceeding sales targets.
- Strong organizational and time management skills to handle multiple tasks simultaneously.
- Adaptability and a willingness to learn and stay updated on industry trends and product developments.
- A proactive and self-motivated attitude with a passion for driving business growth.
- 3+ years of relevant experience, ideally at a B2B startup
- Proven ability to operate in a fast paced environment and adapt to dynamic targets
- Understanding of the BDR / Sales process
- Consistent, methodical, and organized
- Excellent verbal and written communication skills
- Experience in the payments space is a bonus
Benefits
Comp & perks- Insurance (Medical, Dental, Vision, LTD and a variety of other programs)
- 401k
- Equity
- Variable Base + Commission + Equity (based on experience)