Business Development Representative

At Posh, we’re revolutionizing the way financial institutions serve their communities.

Through innovative AI solutions, we make customer support more accessible, fast, and enjoyable for both callers and staff members. Our AI assistants span digital (web and mobile) and voice (phone) channels, while our internal-facing solutions directly augment staff members’ ability to serve.

We believe the most successful AI products are built on a symbiotic relationship between humans and AI, with each empowered to put their best foot forward. The bar is low, but the ceiling is high. Come build with us!

We are seeking a dynamic and detail-oriented Business Development Representative to support the growth of our Business Development Team. This role is critical in driving account-based marketing (ABM) initiatives, building relationships with high-value accounts, and contributing to the success of regional programs. As a key contributor, the Business Development Representative will collaborate with account executives, marketing, and leadership to execute effective strategies, deliver real value to the credit unions and banks we engage, and ensure alignment with company objectives.

Pipeline Generation & Account Engagement

• Own your territory end to end and take initiative. You’ll spot the credit unions and community banks in a buying moment, like a merger, a core conversion, or a new leadership hire, and reach them before anyone else does.

• Run creative multi-channel plays across cold calls, personalized email, LinkedIn, and targeted direct mail that open doors at high-value accounts by leading with what matters to them.

• Team up with your Account Executive to map buying committees, build account strategies, and turn first conversations into lasting relationships and real pipeline.

• Help bring our events to life by inviting the right prospects, booking meetings onsite, and following through while the conversation is still warm. You’ll meet prospects face-to-face, work alongside your AEs, and turn hallway conversations into pipeline.

• Jump on inbound demo requests and MQLs the moment they come in. Speed to lead wins deals.

• Hit your activity and meeting goals consistently, and keep testing new messages, channels, and plays to beat them.

Program Support & Collaboration

• Collaborate with the Director of Demand Generation, the marketing team, and your assigned Account Executive to align on campaigns and account strategies.

• Share honest insights and feedback on what’s working and what isn’t to continuously improve ABM programs and field marketing efforts.

AI-Native Prospecting

• Use Claude/ChatGPT, UserGems, and LinkedIn Sales Navigator to research accounts, surface buying signals, and personalize outreach at a scale most BDR teams can’t match.

• Run multi-channel sequences in Outreach and Lemlist, and track activity in HubSpot and Salesforce.

• Help shape how our BD team works with AI by testing new workflows and openly sharing what moves the needle.

• 2–3 years of experience as a BDR, SDR, or in a similar outbound sales role, ideally selling B2B software.

• Evidence of driving qualified pipeline growth.

• Demonstrated experience in outbound prospecting (email, cold calling, LinkedIn outreach, etc.).

• A bias for urgency and a track record of following through on commitments.

• Strong relationship-building, collaboration, and communication skills, with prospects and cross-functional teams alike.

• A drive to keep improving and the curiosity to try new approaches.

• Proficiency in sales and marketing tools such as HubSpot, Salesforce, LinkedIn Sales Navigator, and Outreach (or similar).

• Ability and willingness to travel up to 15% of the time to industry events and conferences.

• Bonus Points:

  • Experience with banks or credit unions is a plus but not required. We’ll teach you the industry, from core banking systems to how credit unions and banks make buying decisions.

• Financial Wellness: Competitive salary, company equity, and retirement planning (401k).

• Health & Family: Medical, dental, and vision insurance coverage, plus fully paid parental leave.

• Flexible Time Off: A flexible vacation policy that encourages a healthy work-life balance and true recharge time.

• Professional Growth: Dedicated annual budgets for professional development, combined with structured, meeting-free growth days.

• Lifestyle & Connection: Monthly home office and wellness stipends, paid volunteer time off, and regular team offsites.

Posh does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.