Business Development Representative
New
P
PlootoFintech
Remote, IndiaFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 1-3 years
- Required Skills
- Business DevelopmentSalesforceNetSuiteCRM
Requirements
- 1-3 years of B2B SaaS or fintech business development, SDR, or BDR experience with a consistent track record of hitting outbound pipeline targets.
- Comfortable with high-volume outbound prospecting; you know how to build a cadence and keep it running.
- Strong discovery and qualification skills; you can quickly assess whether a firm is a real fit before booking a meeting.
- Hands-on experience with Salesforce or a comparable CRM; you keep your outreach pipeline clean and use data to prioritize your list.
- Excellent written and verbal communication skills in English; confident on the phone and equally effective in async channels.
- Prior experience prospecting into accounting, bookkeeping, or professional services firms, or channel/partner sales experience more broadly (nice-to-have).
- Familiarity with the accounting software ecosystem (QuickBooks Online, Xero, NetSuite) and how firms make software decisions for their clients (nice-to-have).
- Experience with sales engagement tools such as outreach sequencing platforms or VoIP tools like Aircall (nice-to-have).
- Prior experience in a high-growth or fast-changing environment where you've had to adapt quickly as the playbook evolved (nice-to-have).
Responsibilities
- Prospect and research accounting and bookkeeping firms across the US and Canada to build a targeted, qualified list of potential channel partners.
- Execute multi-channel outbound cadences (email, phone, LinkedIn) to engage firm principals and decision-makers, adapting messaging to how accountants actually work.
- Qualify firms against Plooto's partner ICP (client base size, vertical mix, existing tech stack) before booking a meeting.
- Book and hand off qualified discovery meetings to the Partnerships and Channel Sales team, with clean context so nothing gets re-asked.
- Maintain disciplined CRM hygiene in Salesforce, with accurate lead stages, timely disposition logging, and quality outreach notes.
- Collaborate with Marketing and Partnerships to refine channel messaging, talk tracks, and target account lists based on what you're hearing in the field.
- Consistently meet and exceed monthly targets for qualified meetings booked and pipeline generated for the Accountant Channel.
- Share objection patterns and market feedback to help sharpen the team's channel prospecting playbook.
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