Business Development Representative

Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business-to-business payments. Finexio simplifies the way businesses process and receive B2B payments by integrating electronic payments and cash flow improvement solutions directly into customers’ accounts payable and procurement software.

Our vision is a world in which finance leaders only have to decide “what” to pay- Finexio’s software seamlessly handles the “how” and the “when”.

We are growing revenue over 100% per year and are a leading disruptor in the B2B Payments and Fintech industry. The company has raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank, Mendon Venture Partners, and Valley Bank. These investors believe in the mission and technology so much so they are also customers and partners.

There is a growth opportunity at Finexio for both Channel Partners and Direct B2B, and as a Business Development Representative you will be responsible for identifying, qualifying, and developing the initial stages of potential opportunities for both. Your role focuses on prospecting target organizations, conducting preliminary qualification, and nurturing early-stage partner interest through strategic outreach and relationship building.

You will work closely with Account Executives and internal teams to research prospects, assess mutual fit, and schedule qualified meetings that advance partnership opportunities. Success in this role requires strong research skills, persistence in outreach efforts, and the ability to articulate Finexio's value proposition to potential partners while gathering intelligence about their business needs and partnership readiness.

We are seeking a highly motivated and results-driven BDR to join our dynamic sales team, focusing on generating qualified leads and building pipeline within the Accounts Payable Procure-to-Pay software industry. This is a high-energy, activity-driven role with the primary responsibility of prospecting, qualifying leads, and setting qualified meetings for our Account Executive team. As a true prospecting HUNTER, you will be expected to have the dedication, persistence, and resilience necessary to navigate complex sales environments, engage with decision-makers across various levels, and create new business opportunities through strategic outreach.

This is an ideal role for someone with strong communication skills who excels at prospecting and qualifying prospects, and is looking for the opportunity to launch their career in B2B SaaS sales while contributing to our market expansion. Success in this role requires consistently generating high-quality pipeline through disciplined prospecting activities and maintaining a strong conversion rate from initial contact to qualified opportunity.

Responsibilities

• Lead Generation & Prospecting: Research and identify qualified prospects within target market segments using tools like LinkedIn Sales Navigator, ZoomInfo, and industry databases to build a robust pipeline of potential customers.
• Outbound Outreach Campaigns: Execute multi-touch outreach sequences via phone, email, social media, and other channels to engage prospects and generate interest in company solutions.
• Inbound Lead Qualification: Respond promptly to marketing-generated leads, assess qualification criteria, and determine appropriate next steps to maximize conversion rates.
• Discovery & Needs Assessment: Conduct preliminary discovery calls to understand prospect pain points, business needs, and decision-making processes while building initial rapport and credibility.
• Appointment Setting: Schedule qualified meetings and product demonstrations between prospects and Account Executives, ensuring proper handoff with comprehensive prospect briefings.
• CRM Management & Data Hygiene: Maintain accurate and up-to-date prospect information in Salesforce, track all activities and interactions, and provide visibility into pipeline development.
• Activity & Performance Metrics: Meet or exceed daily/weekly activity targets including calls made, emails sent, social touches, and qualified meetings scheduled while achieving monthly quota objectives.
• Market Intelligence: Gather competitive insights, industry trends, and prospect feedback to inform sales strategy and support marketing messaging development.
• Continuous Learning: Stay current on product knowledge, industry developments, and sales methodologies through training programs and professional development initiatives.
• Territory Research: Develop deep understanding of assigned territory, key accounts, industry verticals, and market dynamics to maximize prospecting effectiveness.