Business Development Representative 1

Tapcheck
Plano +1 more
HybridCareer-pivot friendly

Who this role is best for

Candidates with customer-facing experience and a willingness to engage in structured outreach will find this mission-driven fintech role with a hybrid work arrangement and clear growth signals.

Best fit for

  • Individuals with 6–12 months of customer-facing experience and a track record of starting cold conversations
    — “Spent 6 to 12 months in a customer-facing role... Started conversations with people you didn't know”
  • Those who thrive in a metrics-driven environment with a focus on outbound sales and lead qualification
    — “Hit weekly and monthly activity and meeting targets... Qualify inbound and marketing-sourced leads”
  • People who are open to learning and applying feedback in a collaborative, values-driven culture
    — “Taken feedback and turned it into visible improvement”

Things to consider

  • In-office presence is required three days a week, which may be a constraint for remote-focused candidates
    — “in-office presence required Tuesday through Thursday each week”
  • Visa sponsorship is not available, so only candidates with existing U.S. work authorization are eligible
    — “candidates must already possess the right to work in the United States”

How to stand out

  • Highlight your ability to personalize outreach and use AI tools to enhance efficiency
    — “Use AI tools to speed up account research and draft outreach”
  • Emphasize your experience with CRM or sales engagement tools to demonstrate readiness
    — “Worked toward goals, quotas, or performance targets”
  • Showcase your adaptability and commitment to continuous improvement in your application materials
    — “Continuous improvement is at the heart of our culture”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • run daily outbound outreach
  • qualify inbound and marketing-sourced leads
  • book and manage discovery meetings
  • represent Tapcheck with professionalism
Typical background
customer-facing role experiencegoal achievement experiencecommunication skills

Skills & requirements

Required

Outbound OutreachTarget Account ResearchPersonalized MessagingAI Tool UsageLead QualificationDiscovery Meeting BookingProduct KnowledgeCRM ManagementPerformance Metrics TrackingFeedback Implementation

Preferred

CRM ToolsSales Engagement ToolsFintech InterestHR Tech InterestPayroll InterestFinancial Wellness Interest

Stack & domain

SalesforceHubSpotAI ToolsCommunicationFintechHR TechPayroll

About the role

Original posting from Tapcheck via Ashby

This is a hybrid role based at our Plano, Texas headquarters, with in-office presence required Tuesday through Thursday each week.

At this time, Tapcheck does not provide sponsorship for employment-based visas (e.g., H-1B, L-1, TN, etc.). Therefore, candidates must already possess the right to work in the United States without the need for employment-based visa sponsorship now or in the future.

About the Job

Every conversation you start as a Business Development Representative helps an employer give their workforce faster access to the pay they've already earned. As a BDR 1, you'll be the first voice many HR, payroll, and finance leaders hear from Tapcheck, running the outbound outreach that turns cold prospects into qualified meetings for our Account Executives.

You'll get structured training, hands-on coaching, and a clear path to grow. BDRs who consistently hit their performance metrics typically earn a promotion to BDR 2 within 6 to 12 months. If you're competitive, curious, and ready to build a sales career at a mission-driven fintech, this is your launchpad.

What You'll Do

Prospecting and Outreach

  • Run daily outbound outreach across phone, email, and LinkedIn to start conversations with HR, payroll, operations, and finance leaders
  • Research target accounts and personalize your messaging to each prospect's industry, workforce, and priorities
  • Use AI tools to speed up account research and draft outreach, then sharpen it with your own judgment and voice

Qualification and Meeting Setting

  • Qualify inbound and marketing-sourced leads to identify real sales opportunities
  • Book and manage discovery meetings for Account Executives, with clean, well-documented handoffs
  • Learn Tapcheck's products, pricing, and value proposition well enough to handle early objections with confidence

Performance and Growth

  • Hit weekly and monthly activity and meeting targets in a fast-paced, metrics-driven environment
  • Keep prospect activity and notes accurate and up to date in our CRM
  • Put coaching, role-play, and call feedback into practice quickly
  • Represent Tapcheck with professionalism and care in every interaction

What You've Done

Required

  • Spent 6 to 12 months in a customer-facing role, such as retail, hospitality, a call center, or customer service
  • Ability to work onsite at our Plano office location Tuesday-Thursday
  • Started conversations with people you didn't know, whether through cold calling, outreach, fundraising, campus recruiting, or volunteering
  • Worked toward goals, quotas, or performance targets and kept pushing when results didn't come right away
  • Communicated clearly and confidently over the phone, in writing, and on LinkedIn
  • Taken feedback and turned it into visible improvement

Preferred

  • Completed an internship in sales, marketing, business development, or a related area
  • Used a CRM such as Salesforce or HubSpot, or a sales engagement tool
  • Used AI tools to research, write, or work more efficiently
  • Shown interest in fintech, HR tech, payroll, or financial wellness

About Tapcheck

Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.

The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they've earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.

How We Get Things Done

Our core values act as a steadfast guide, directing our decisions and anchoring our actions. We consider these values non-negotiable, especially when it comes to our hiring process.

  • Humility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.
  • Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.
  • Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.
  • Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.

Why Join Tapcheck?

  • Mission that matters. We're changing how Americans access their pay, giving workers financial flexibility without the debt trap of payday loans.
  • Flexible PTO. No accrual caps, no counting days. Take the time you need.
  • 10 paid holidays. Including both Christmas Eve and New Year's Eve.
  • Comprehensive health coverage. Medical through Blue Cross Blue Shield of Texas (PPO and HDHP options, HSA-eligible with employer contribution), plus dental and vision through MetLife.
  • FSA, Basic Life/AD&D, and an Employee Assistance Program (EAP).
  • 401(k) with a 100% match up to 3% of your salary, through Mutual of America. Eligible after 90 days.
  • A team that lives its values. Humility, grit, and a genuine drive to raise the bar, every day.

Compensation

Compensation at Tapcheck is competitive and benchmarked to your role and the market. We're committed to a total rewards package that reflects your impact. Full details are shared as part of our hiring process.

Equal Employment Opportunity Policy

Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Source: Tapcheck careers (Ashby)

Similar roles

More roles at Tapcheck