coastal - Business Development Representative
Upload My Resume
Drop here or click to browse · PDF, DOCX, DOC, RTF, TXT
Requirements
• Proven success with outbound prospecting and early-stage pipeline development. • Strong communication skills and confidence engaging C-suite and founder level contacts. • High comfort level working with CRM systems and sales enablement tools. • Ability to think strategically about market opportunities and qualification criteria. • 3+ years of sales, business development, partnerships, or related commercial experience in FinTech, Sponsor Banking, Payments, or financial services. • Bachelor’s degree in business or related field - Preferred • HOW YOU’LL THRIVE AT COASTAL • Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development. • Be Relentless – Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference. • Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust. • Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think outside the box. • Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder. • Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence. • BEING YOU AT COASTAL
Responsibilities
• Pipeline Generation & Outreach • Execute targeted outbound prospecting via email, LinkedIn, phone, and events to build a pipeline of qualified fintech, payments, and sponsor banking prospects. • Identify and research prospects aligned with Coastal’s strategic growth goals, including embedded finance and BaaS opportunities. • Manage inbound lead qualification, ensuring timely follow-up and routing to the appropriate internal teams. • Qualification & Discovery • Conduct introductory discovery calls to assess strategic fit, business model alignment, regulatory considerations, and partnership potential. • Document key insights and qualification outcomes in CRM, maintaining high-quality data standards. • Cross-Functional Collaboration • Partner with Business Development leadership and internal functions (Compliance, Risk, Product, Operations) to align prospect qualification with Coastal’s risk appetite and product capabilities. • Support preparation of materials for partner meetings and internal decision making. • Market Intelligence & Thought Leadership • Stay informed on industry trends in payments, fintech, embedded finance, and sponsor banking. • Provide feedback to leadership on emerging markets, competitive activity, and prospective partner strategic priorities. • Representation & Engagement • Represent Coastal at select industry events, meetups, and conferences to broaden awareness and build early relationships. • Cultivate professional relationships across fintech, sponsor banking, and adjacent ecosystems.
Benefits
• We’re proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Our offerings include: • Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. • Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions. • Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs. • Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly. • Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents. • Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury. • Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. • 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future. • Paid Time Off: Generous vacation and sick leave policies to support your time away from work. • Holidays: Enjoy 11 paid holidays throughout the year. • Check out our benefits on our careers site https://jobs.ashbyhq.com/coastal!! • PHYSICAL DEMANDS • The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the employee must be able to: • Sit for extended periods of time. • Stand for extended periods of time. • Perform repetitive finger, hand, and arm movement. • Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. • View and read computer screens for extended periods. • Occasionally stoop, kneel, crouch, or crawl. • Occasionally lift or move up to 10 pounds.
Similar Jobs
No credit card. Takes 10 seconds.