Business Development Representative

At Palm, we empower Small Business Owners with AI powered tools to save time and money while providing oversight into their finances and business performance. Built by a team of serial entrepreneurs with deep SMB roots, Palm is on a journey to transform the financial landscape for small businesses and are looking for a driven Business Development Representative (BDR) to help accelerate our mission. As a BDR, you will be the first point of contact for prospective customers. Your work will directly influence Palm’s growth by identifying high-quality leads, driving outbound outreach, and fueling the performance of our revenue engine. APPLY HERE: What You Will Do Palm is looking for a proactive, high-energy BDR to support our sales and growth efforts. This is a high-impact role in an early-stage financial technology company, offering autonomy, ownership, and meaningful upward mobility. Key Responsibilities Build and manage outbound sequences across phone, email, and LinkedIn Execute outbound sequences and campaigns to generate interest and create pipeline opportunities. Prospect into firms with SMB clients that handle formations & compliance for their business clients Source, identify, and qualify prospective leads across multiple channels (email, phone, social, etc.) Identity decision makers, including firm owners, managing partners, and operations managers Consistently hit daily/weekly activity targets with qualified prospects Qualification & Meeting Generation Run first touch conversations to understand firm size, client volume, and current compliance workflow Conduct discovery conversations to understand business pain points, evaluate fit, and determine readiness for Palm’s solutions. Maintain high-quality lead data and activity tracking in our CRM. Book high-quality demos with Palm’s founders/leads Ensure meetings are well pre-pepped and well qualified and optimized to reduce no-shows Work closely with GTM and Product teams to align messaging, support campaigns, and optimize outreach effectiveness. Provide insights from customer conversations to help guide product, positioning, and marketing strategies. Track all activity cleanly in CRM (currently Attio) Performance & Reporting Track KPIs such as outreach volume, response rates, conversion rates, and qualified opportunities Continuously test, iterate, and refine outreach strategies to improve results Share insights from conversations, including objections, messaging, and reasons why deals were stalled/won Brand Representation Serve as the first human touchpoint representing Palm, communicating our value clearly, empathetically, and effectively What success looks like: Fully ramped on Palm’s product, ICP, and value proposition Consistently reaching engaging qualified firms with 100+ clients Touching at least 50-100 prospects per day (outbound calls) + automated email & LinkedIn sequences Who You Are 1–3 years of experience in a Sales Development or Business Development role Experience working in SaaS, fintech, SMB tools, or startup environments preferred Highly organized, metrics-driven, and coachable with a strong desire to grow Experience with CRM tools (HubSpot, Attio, Salesforce, or similar) Able to work within U.S. time zones to collaborate with our California-based team Resourceful, curious, and comfortable working in a fast-paced startup environment Type Contract Role Duration 3 months starting with the opportunity to extend Location preferences LATAM Seniority level Entry level Employment type Contract Job function Sales and Business Development Industries Technology, Information and Media Compensation *No compensation details provided* #J-18808-Ljbffr