Business Development Representative

At Digital Onboarding, we’re on a mission to help banks and credit unions deepen relationships with their members. Our award-winning engagement platform empowers financial institutions to deliver personalized digital experiences that drive adoption, loyalty, and growth. More than 170 banks and credit unions trust us to transform how they engage account holders – and we’re just getting started.

We're looking for a Business Development Representative (BDR) to help us grow. As an BDR, you’ll be the first point of contact for many prospective customers – playing a critical role in identifying new opportunities and driving revenue for the organization. You’ll partner closely with our sales & marketing teams to fill the top of the funnel, engage new prospects, and accelerate our sales pipeline.

Key Responsibilities:

• Prospect with purpose – Execute personalized outbound campaigns across phone, email, LinkedIn, and social channels to engage banks and credit unions.
• Qualify inbound interest – Engage and vet inbound leads, aligning prospects to our ideal customer profile.
• Tell a compelling story – Clearly articulate Digital Onboarding’s value to financial institutions, with messaging tailored to each persona.
• Book high-quality meetings – Set up discovery calls for our Account Executives and ensure a smooth handoff with context-rich notes.
• Leverage technology – Manage activity and track performance metrics in Salesforce. Use tools like LinkedIn Sales Navigator to sharpen targeting.
• Collaborate and iterate – Work closely with sales and marketing to test messaging, provide feedback, and improve top-of-funnel conversion.
• Stay sharp – Maintain an understanding of industry trends, competitive positioning, and how we create value for our customers.

What Your Day Will Look Like:

• Review new inbound leads, prioritize follow-ups, and prep for discovery calls
• Craft tailored outbound emails and messages to connect with financial institution decision-makers
• Make thoughtful outreach calls and social touches to advance opportunities
• Partner with Account Executives on account strategy and target outreach
• Join the team huddle to share insights, troubleshoot challenges, and celebrate wins
• Update Salesforce with lead activity and pipeline progression
• Collaborate with marketing to test new messaging or campaign ideas
• End the day with a quick review of your metrics and prep for tomorrow’s outreach

Qualifications

• 2+ years of experience in sales or business development, ideally in a B2B SaaS environment
• Excellent written and verbal communication skills
• Proven ability to hit goals and thrive in a performance-driven environment
• Coachability, grit, and a passion for growth—personally and professionally
• A self-starter with strong time management and organizational skills
• A collaborative mindset and strong intrinsic motivation
• Familiarity with tools like Salesforce, LinkedIn Sales Navigator, and Google Workspace
• Enthusiasm for the fintech or financial services space (bonus if you’ve sold into banks or credit unions)

Why You’ll Love Working Here

• Make an impact – Help reshape how banks and credit unions connect with the people they serve
• Work with heart – Join a mission-driven team that values collaboration, curiosity, and transparency
• Grow your career – Receive mentorship, training, and opportunities to move up in a fast-growing company
• Enjoy flexibility – Remote-first environment, unlimited PTO, and benefits designed for modern life

About Digital Onboarding:

Digital Onboarding is a software company that helps banks and credit unions retain and expand customer relationships. Our automated engagement platform makes it easy for financial institutions to educate, nurture, cross-sell, and drive adoption of services—like direct deposit, digital banking, and loans—through personalized digital journeys delivered via email, SMS, and digital banking integrations. Founded in 2015 and backed by top investors, Digital Onboarding is transforming how financial institutions connect with their customers at every stage of the relationship.

This position is open to candidates based in the United States of America only. The Company cannot extend employment offers to those outside the United States of America.