Business Development Representative (Fintech)
Required skills
- CFO
- Controller
- VP of Finance
- outbound prospecting
- cold calls
- HubSpot
- sales sequences
- sales leadership
Nice to have
- fintech
- ERP
- accounting software
- financial close
- billing
- spend-management
Role summary
A venture-backed fintech company is seeking motivated Business Development Representatives (BDRs) to build an outbound sales pipeline and engage finance leaders. Responsibilities include prospecting via calls, email, and LinkedIn, developing account strategies, researching prospect operations, generating qualified sales opportunities (12-15 meetings/month), and maintaining CRM records. Candidates need 0.5-2 years of fintech sales experience or 2-4 years of accounting experience with a CPA. Strong communication, research, and relationship-building skills are essential. The role is based in New York City.
Premier Global Links LLC is recruiting on behalf of a confidential, venture-backed fintech company that recently raised more than $40 million in Series A funding. The company is developing AI-powered solutions that help finance teams improve accounting workflows, financial close processes, and operational efficiency.
We are seeking motivated, articulate Business Development Representatives (BDRs) to build an outbound sales pipeline, engage finance leaders, and support the company's next stage of growth.
Key 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.
Required Qualifications
Candidates should meet one of the following experience profiles:
- Fintech Sales: 6 months to 2 years of outbound BDR/SDR experience at a fintech company, ideally selling to CFOs, Controllers, or finance teams; or
- Accounting: 2–4+ years of experience at a Big Four accounting firm, with a CPA background.
Additional qualifications:
- 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.
Preferred Qualifications
- 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.
Career Growth
Join an expanding sales team with direct coaching from experienced sales leaders. High performers may have opportunities to advance into Account Executive positions as the organization grows.
Interview Process
The process is expected to include an initial screening, a CEO interview, and a case study.
Premier Global Links LLC is an equal opportunity recruiting firm. Employment decisions are based on qualifications, skills, and business needs.
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