Business Development Representative (Fintech)
About The Position
Premier Global Links LLC is recruiting on behalf of a confidential, venture-backed fintech company that has raised more than $40 million in Series A funding. The company develops AI-powered solutions to help finance teams improve accounting workflows, financial close processes, and operational efficiency. The Business Development Representative will build outbound sales pipeline, engage finance leaders, and support the company’s growth. The role is based on-site in New York City. The position offers direct coaching from experienced sales leaders. High performers may have opportunities to advance into Account Executive positions as the organization grows. The interview process is expected to include an initial screening, a CEO interview, and a case study.
Requirements
- Meet one of the following experience profiles: 6 months to 2 years of outbound BDR/SDR experience at a fintech company, ideally selling to CFOs, Controllers, or finance teams; or 2–4+ years of experience at a Big Four accounting firm with a CPA background.
- Strong communication skills, professional phone presence, and the ability to engage senior decision-makers.
- Excellent research, organization, and relationship-building skills.
- A proactive, coachable, and results-oriented approach.
- Willingness to work on-site in New York City.
Nice To Haves
- Experience with fintech, ERP, accounting software, financial close, billing, or spend-management solutions.
- Background in accounting, audit, FP&A, consulting, or client-facing finance.
- Experience prospecting into CFO and Controller organizations.
- Evidence of consistent performance, ownership, and professional development.
Responsibilities
- Conduct outbound prospecting through cold calls, email, and LinkedIn to reach CFOs, Controllers, and VPs of Finance.
- Build expertise in an assigned industry segment and develop targeted account strategies.
- Research prospects’ finance operations, ERP systems, accounting workflows, and business priorities.
- Generate and qualify sales opportunities, targeting 12–15 qualified meetings per month at full ramp.
- Respond promptly to inbound leads and demo requests.
- Partner with Account Executives to develop account plans, follow up with prospects, and re-engage previous opportunities.
- Maintain accurate prospecting activity and pipeline records in HubSpot.
- Test outreach messaging, improve sales sequences, and share market feedback with sales leadership.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
