Client Development Representative

2 дн. назад

United StatesCanadaWorldwideJunior

customer relationship managementoutreachsales

Responsible for customer engagement and expansion within an assigned book of existing customers using consultative discovery and outreach to drive revenue.

Обязанности

Drive daily customer outreach across email, phone, and social channels to generate a qualified pipeline for expansion.
Serve as a primary point of contact for an assigned portfolio, helping existing customers get more value from .
Identify and advance expansion opportunities by connecting solutions to measurable business outcomes.
Lead structured discovery calls; develop commercial proposals and negotiate rewards, pricing, and other deal terms.
Develop a strong understanding of customer workflows, accounting processes, and financial priorities to uncover pain points and drive adoption.
Build relationships with finance stakeholders, from Controllers to CFOs; tailor value messaging, surface risks early, and recommend clear action plans.
Partner with Underwriting, Deal Desk, and internal account teams to balance customer needs with commercial impact.
Maintain rigorous forecasting, CRM hygiene, activity tracking, opportunity qualification, and proactive stakeholder communication.
Advocate for customers internally by sharing recurring feedback and insights that improve the product and customer experience.

Требования

2+ years of customer-facing experience in sales, hospitality, customer service, or a related field.
Experience in a general sales role or demonstrated interest in building a sales career.
Strong urgency and adaptability in live customer conversations.
Excellent written and verbal communication skills, including the ability to clearly articulate ’s value.
Demonstrated ability to collaborate cross-functionally and influence internal partners based on customer needs.
Coachability, resilience, and a growth mindset.
Bachelor’s degree in finance, business, or a related field.

Будет плюсом

Experience managing a book of business, account health, executive relationships, renewals, expansions, or new-business acquisition.
Familiarity with finance workflows, ERPs, spend-management platforms, or AP automation tools.
Experience in fintech, payments, corporate accounting, financial systems, or credit-card management.
Knowledge of credit limits, rewards, and underwriting.
Experience working in a high-growth startup environment.
Comfort building relationships across seniority levels and functions.
Familiarity with tools such as Salesforce and Gong.
A track record of building creative processes, using AI to improve efficiency, or finding resourceful ways to deliver results.

Условия

is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. ’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on , including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.
Working at allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.
What You'll Do As a Client Development Representative (CDR), you’ll own customer engagement and expansion within an assigned book of existing customers. You’ll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes. This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results.
Where You'll Work This role will be based either within our New York City, San Francisco, Vancouver or Seattle offices. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!
The expected OTE range for this role is $82,535 - $92,852 USD. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. This OTE range reflects a standard work week, however, as an hourly employee if you exceed these hours, you will be paid overtime. The OTE figure listed here includes base compensation and commissions, which may or may not be earned depending on performance.  Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation.
Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. recruiters will only reach out via LinkedIn or email with a  .com  domain. Any outreach claiming to be from via other sources should be ignored.