InvestiFi · 2 hours ago
(REMOTE) Business Development Representative
United States
Full-time
Remote
Entry Level
$60K/yr - $80K/yr
1+ years exp
Maximize your interview chancesCryptocurrencyFinance
Insider Connection @InvestiFi
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Identify and research potential clients in the banking and credit union sectors.
Initiate outreach through cold calls, emails, and social media to secure meetings.
Build and maintain strong client relationships by understanding their unique needs.
Stay informed on industry trends and competitors to refine outreach strategies.
Collaborate with sales and marketing teams to align messaging and campaigns.
Manage CRM records and track key performance metrics.
Provide actionable feedback to improve products and strategies.
Attend 5–10 tradeshows annually, requiring 3–4 days of travel per event.
Qualification
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Required
1–3 years of experience in sales or business development, ideally in software or financial services.
Proven success in cold calling and booking client meetings.
Familiarity with CRM software like Salesforce.
Excellent communication and relationship-building skills.
Self-motivated, goal-oriented, and able to work collaboratively in a remote setting.
Preferred
Bachelor’s degree in Business, Marketing, Finance, or a related field preferred.
Company
InvestiFi
Investing for everyone. Growth for your CU.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
C
Connie Davis
CPO
Company data provided by crunchbase
