Business Development Representative
Business Development Representative (BDR)
Department: Sales | Reports To: CEO / General Manager | Location: Fully Remote | Type: Full-Time | Base + Commission
About FMSI
FMSI is a fintech SaaS company built exclusively for banks and credit unions. Our products — comprising OneCX, Appointments, Lobby, Analytics, and Staff Scheduler — help financial institutions modernize branch operations, reduce wait times, and deliver better experiences for their customers and members. We've been trusted by financial institutions across North America for over two decades and we're in an active growth phase. The people joining now will help define what we become.
Role Overview
We're looking for a hungry, strategic Business Development Representative to join FMSI as our first dedicated BDR. This is a ground-floor opportunity to own and shape the outbound sales motion at a company with a proven product and a clear ICP: community banks and credit unions across the United States.
You'll be both a hunter and a farmer. You'll prospect aggressively into our ICP, run multi-channel outreach campaigns, and set qualified meetings for our Account Executive. When prospects aren't ready, you won't drop them — you'll build a strategic follow-up cadence and work them until the timing is right. This role requires someone who can think, adapt, and iterate independently. There's no established playbook yet — you'll help write it.
What You'll Do
Outbound Prospecting & Pipeline Generation
Identify, research, and target community banks and credit unions that fit FMSI's ideal customer profile (ICP)Execute high-volume, high-quality outreach across cold calling, cold email, and LinkedIn to generate qualified pipelineBuild and manage multi-channel outreach sequences that balance volume with personalizationMaintain a disciplined follow-up cadence with prospects who aren't ready now — converting long-term nurture into future pipeline
Meeting Setting & AE Collaboration
Set qualified discovery meetings for the Account Executive, ensuring smooth and informed handoffsClearly document prospect context, pain points, and conversation history so no detail is lost in the handoffCollaborate closely with the AE and leadership to align outreach strategy with what's converting downstream
Strategy, Iteration & Ownership
Treat this role as your own — experiment with messaging, sequencing, and targeting until you find what worksAnalyze your own performance data and adjust strategy proactively; don't wait to be told what isn't workingBring ideas to leadership on how to improve the outbound motion, refine the ICP, or test new channelsDocument what works and build the early foundation of a repeatable, scalable BDR playbook
CRM & Reporting
Keep Zoho CRM meticulously up to date — every call, email, and touchpoint loggedUse sales intelligence tools (Sales Intel) to build targeted prospect lists and enrich contact dataReport on weekly and monthly KPIs with transparency and accountability
What We're Looking For
Required
1–3 years of experience in a BDR, SDR, or sales role — you've done this before and you're ready to do it betterProven track record of cold calling and cold outreach; you're comfortable picking up the phone and you don't shy away from rejectionSaaS sales experience is strongly preferred — you understand how to sell software and navigate longer B2B sales cyclesDemonstrated ability to manage a prospect pipeline, maintain a follow-up cadence, and stay organized across a high volume of prospectsStrong written and verbal communication skills — your emails get opened and your calls get returnedSelf-starter who can operate independently without a defined playbook; you're comfortable with ambiguity and energized by it
Preferred
Experience selling into community banks, credit unions, or financial institutionsFamiliarity with fintech or banking technology SaaS productsExperience with Zoho CRM or similar sales intelligence platforms
Who You Are
Thick-skinned — rejection doesn't derail you, it refuels youDetermined — you find a way, not an excuseSelf-motivated — you don't need to be managed to the activity level; you hold yourself accountableCompetitive — you keep score, and you want to winCoachable — you take feedback seriously and apply it quicklyA continuous learner — you're always looking for ways to sharpen your craftPositive — you bring energy to the team, especially on the hard days
How We'll Measure Success
Your performance will be tracked against the following KPIs:
Dials and emails per day — consistent outbound volumeMeetings set per month — qualified discovery calls handed to the AEPipeline generated — total dollar value of opportunities created from your outreachClosed won deals sourced — your ultimate downstream impact on revenue
Why FMSI
A proven product with a clear market — you're not selling a concept, you're selling something customers already rely onFirst BDR — your fingerprints will be on how this company goes to market for years to comeFully remote with a results-driven culture — we care about outcomes, not hours loggedTight-knit team where your voice matters and your contributions are visibleReal upside — base plus commission, with a growth path that's yours to earn
Apply Now
Department: Sales | Reports To: CEO / General Manager | Location: Fully Remote | Type: Full-Time | Base + Commission
About FMSI
FMSI is a fintech SaaS company built exclusively for banks and credit unions. Our products — comprising OneCX, Appointments, Lobby, Analytics, and Staff Scheduler — help financial institutions modernize branch operations, reduce wait times, and deliver better experiences for their customers and members. We've been trusted by financial institutions across North America for over two decades and we're in an active growth phase. The people joining now will help define what we become.
Role Overview
We're looking for a hungry, strategic Business Development Representative to join FMSI as our first dedicated BDR. This is a ground-floor opportunity to own and shape the outbound sales motion at a company with a proven product and a clear ICP: community banks and credit unions across the United States.
You'll be both a hunter and a farmer. You'll prospect aggressively into our ICP, run multi-channel outreach campaigns, and set qualified meetings for our Account Executive. When prospects aren't ready, you won't drop them — you'll build a strategic follow-up cadence and work them until the timing is right. This role requires someone who can think, adapt, and iterate independently. There's no established playbook yet — you'll help write it.
What You'll Do
Outbound Prospecting & Pipeline Generation
Identify, research, and target community banks and credit unions that fit FMSI's ideal customer profile (ICP)Execute high-volume, high-quality outreach across cold calling, cold email, and LinkedIn to generate qualified pipelineBuild and manage multi-channel outreach sequences that balance volume with personalizationMaintain a disciplined follow-up cadence with prospects who aren't ready now — converting long-term nurture into future pipeline
Meeting Setting & AE Collaboration
Set qualified discovery meetings for the Account Executive, ensuring smooth and informed handoffsClearly document prospect context, pain points, and conversation history so no detail is lost in the handoffCollaborate closely with the AE and leadership to align outreach strategy with what's converting downstream
Strategy, Iteration & Ownership
Treat this role as your own — experiment with messaging, sequencing, and targeting until you find what worksAnalyze your own performance data and adjust strategy proactively; don't wait to be told what isn't workingBring ideas to leadership on how to improve the outbound motion, refine the ICP, or test new channelsDocument what works and build the early foundation of a repeatable, scalable BDR playbook
CRM & Reporting
Keep Zoho CRM meticulously up to date — every call, email, and touchpoint loggedUse sales intelligence tools (Sales Intel) to build targeted prospect lists and enrich contact dataReport on weekly and monthly KPIs with transparency and accountability
What We're Looking For
Required
1–3 years of experience in a BDR, SDR, or sales role — you've done this before and you're ready to do it betterProven track record of cold calling and cold outreach; you're comfortable picking up the phone and you don't shy away from rejectionSaaS sales experience is strongly preferred — you understand how to sell software and navigate longer B2B sales cyclesDemonstrated ability to manage a prospect pipeline, maintain a follow-up cadence, and stay organized across a high volume of prospectsStrong written and verbal communication skills — your emails get opened and your calls get returnedSelf-starter who can operate independently without a defined playbook; you're comfortable with ambiguity and energized by it
Preferred
Experience selling into community banks, credit unions, or financial institutionsFamiliarity with fintech or banking technology SaaS productsExperience with Zoho CRM or similar sales intelligence platforms
Who You Are
Thick-skinned — rejection doesn't derail you, it refuels youDetermined — you find a way, not an excuseSelf-motivated — you don't need to be managed to the activity level; you hold yourself accountableCompetitive — you keep score, and you want to winCoachable — you take feedback seriously and apply it quicklyA continuous learner — you're always looking for ways to sharpen your craftPositive — you bring energy to the team, especially on the hard days
How We'll Measure Success
Your performance will be tracked against the following KPIs:
Dials and emails per day — consistent outbound volumeMeetings set per month — qualified discovery calls handed to the AEPipeline generated — total dollar value of opportunities created from your outreachClosed won deals sourced — your ultimate downstream impact on revenue
Why FMSI
A proven product with a clear market — you're not selling a concept, you're selling something customers already rely onFirst BDR — your fingerprints will be on how this company goes to market for years to comeFully remote with a results-driven culture — we care about outcomes, not hours loggedTight-knit team where your voice matters and your contributions are visibleReal upside — base plus commission, with a growth path that's yours to earn
Apply Now