Business Development Representative — Financial Institutions

Location: United States — Remote

Employment Type: Full-Time

Compensation: Competitive base salary plus performance-based commissions

Company: QUASH.ai

About QUASH.ai

QUASH.ai is an AI-powered credit intelligence company helping financial institutions improve credit underwriting, fraud detection, and financial inclusion.

Our solutions combine alternative data, predictive scoring, decision engines, and artificial intelligence to help banks, credit unions, fintechs, and lenders make faster and more accurate decisions—particularly for consumers and small businesses with limited traditional credit history.

We are looking for a highly driven Business Development Representative who can identify financial institutions, engage the right decision-makers, conduct effective discovery calls, and consistently generate qualified sales opportunities for our commercial team.

The Role The primary objective of this position is to generate at least 15 qualified sales opportunities per month following completed discovery calls .

This is not simply an appointment-setting role. The Business Development Representative will be expected to research accounts, identify relevant stakeholders, lead initial discovery conversations, understand the institution’s challenges, and determine whether there is a genuine opportunity for QUASH.ai.

The ideal candidate understands how financial institutions evaluate and purchase credit underwriting technology and is comfortable discussing solutions such as:

- Credit risk scores
- Alternative data
- Credit decision engines
- Automated underwriting
- Financial inclusion
- Fraud detection
- Predictive analytics
- Lending technology
- AI-powered credit intelligence

The candidate will use sales automation, marketing automation, CRM, and generative AI tools to build scalable prospecting workflows across calls, email, SMS, LinkedIn, and other relevant channels. Key Performance Objective The main performance target for this role is:

Generate a minimum of 15 qualified sales opportunities per month after completing discovery calls.

A qualified opportunity should

- Be with a bank, credit union, fintech, lender, or relevant financial-services organization.
- Include an appropriate decision-maker, influencer, or internal champion.
- Have a clearly identified business challenge or use case.
- Demonstrate potential interest in QUASH.ai’s credit underwriting, fraud, alternative-data, or decisioning solutions.
- Have an agreed next step with the QUASH.ai sales team.
- Be properly documented and accepted as qualified within HubSpot.

The position includes:
- A competitive base salary.
- Variable compensation for achieving the monthly qualified-opportunity target.
- Additional commission when an opportunity generated by the representative becomes a closed customer.

Because enterprise financial-services sales cycles may take several months, closed-business commissions will remain attributable to the representative even when the contract closes after the initial meeting, typically around three months later or according to the company’s commission plan.

Responsibilities

- Research banks, credit unions, fintechs, lenders, and other target financial institutions.
- Build and manage targeted account and prospect lists.
- Identify credit, risk, underwriting, lending, fraud, innovation, data, and technology decision-makers.
- Conduct outbound outreach through calls, emails, SMS, LinkedIn, and other approved channels.
- Respond to and qualify inbound leads.




- Lead initial discovery calls with prospective customers.
- Understand each prospect’s current underwriting process, data sources, challenges, priorities, and technology environment.
- Clearly present QUASH.ai’s value proposition and relevant use cases.
- Determine whether a prospect meets the criteria for a qualified sales opportunity.
- Schedule and coordinate follow-up meetings with account executives, product specialists, or company leadership.
- Build multichannel prospecting and follow-up sequences using sales automation tools.
- Use generative AI tools such as Claude to automate research, messaging, personalization, follow-up, and workflow creation.
- Develop scalable outreach processes combining email, SMS, calls, LinkedIn, and automated follow-ups.
- Maintain accurate account, contact, activity, and opportunity information within HubSpot.
- Manage pipeline stages, tasks, notes, follow-ups, and reporting within the CRM.
- Track performance against activity, discovery-call, qualified-opportunity, and revenue targets.
- Collaborate with sales and marketing to improve targeting, messaging, campaigns, and conversion rates.
- Provide feedback regarding lead quality, customer objections, competitive solutions, and market trends.
- Represent QUASH.ai professionally in all customer and industry interactions.

Adecuado Candidate Profile The ideal candidate combines financial-services sales experience, strong discovery skills, commercial judgment, and the ability to use technology to generate pipeline efficiently.

The candidate should

- Have experience selling technology, software, data, or analytical solutions to financial institutions.
- Understand the structure and decision-making process of banks, credit unions, fintechs, or lenders.
- Be comfortable speaking with executives and senior professionals in credit, risk, lending, underwriting, fraud, innovation, technology, and data.
- Be capable of independently leading an effective discovery call.
- Know how to identify business problems, ask relevant questions, and qualify opportunities.
- Have strong written and verbal communication skills.
- Be persistent, organized, accountable, and highly focused on measurable results.
- Be comfortable working independently in a remote environment.
- Be able to manage a high volume of prospecting and follow-up activities.
- Understand that success is measured by qualified pipeline creation, not only outreach activity or meetings scheduled.
- Be comfortable using data and technology to continuously improve prospecting performance.

Preferred Experience Experience in one or more of the following areas is strongly preferred:
- Selling to banks, credit unions, fintechs, or consumer lenders.
- Selling credit underwriting or lending technology.
- Credit risk scores or scoring models.
- Alternative data solutions.
- Automated decision engines.
- Loan origination or decisioning platforms.
- Credit bureau, identity, fraud, or data-enrichment products.
- Predictive analytics or machine-learning solutions.
- Financial inclusion or thin-file credit products.
- SaaS or enterprise technology sales.
- Business development within financial services.




- Conducting discovery calls with senior financial-services professionals.
- Building relationships with credit, risk, lending, fraud, or technology executives.

Experience in these areas is highly valuable but not required if the candidate can demonstrate a strong ability to learn the market and consistently generate qualified opportunities. Technology and Automation Skills The successful candidate should be comfortable using technology to create repeatable and scalable business-development workflows.

Relevant experience may include

- HubSpot CRM.
- Sales engagement platforms.
- Marketing automation tools.
- Email sequencing tools.
- Automated dialing or calling platforms.
- SMS outreach tools.
- LinkedIn prospecting tools.
- Lead-enrichment and contact-data platforms.
- Workflow automation tools.
- Generative AI platforms such as Claude.
- AI-assisted research, personalization, messaging, and follow-up.
- CRM reporting, dashboards, and pipeline management.

The candidate should be able to use these tools to:
- Research and prioritize accounts.
- Identify the correct decision-makers.
- Personalize messages at scale.
- Automate multichannel outreach.
- Create call, email, and SMS sequences.
- Generate relevant follow-up content.
- Maintain accurate CRM records.
- Track performance and optimize conversion rates.

We are not looking only for someone who can manually call through a list. We are looking for someone capable of building a scalable, intelligent, and technology-enabled pipeline-generation system.

Qualifications

- Demonstrated experience in business development, inside sales, enterprise sales, or sales development.
- Experience conducting discovery calls and qualifying B2B opportunities.
- Strong communication, active-listening, and presentation skills.
- Ability to understand and explain technical or analytical products.
- Experience using CRM and sales automation tools.
- Strong organizational and pipeline-management skills.
- Ability to work independently and collaborate across sales, marketing, product, and leadership teams.
- Goal-oriented mindset with a consistent track record of meeting or exceeding performance targets.
- Bachelor’s degree in business, marketing, finance, communications, technology, or a related field is preferred but not required.

Compensation This is a fully paid position that includes:
- Competitive base salary.
- Monthly or quarterly variable compensation tied to qualified-opportunity generation.
- Performance compensation for achieving or exceeding the target of 15 qualified opportunities per month.
- Additional commission for opportunities that convert into closed business.
- Potential for increased responsibilities and compensation based on performance.

The final compensation package will depend on the candidate’s experience, network, financial-services knowledge, and demonstrated ability to generate qualified pipeline. Why Join QUASH.ai

This role offers the opportunity to join a growing AI and fintech company developing a new generation of credit intelligence products.

The successful candidate will work directly with senior leadership and have the opportunity to:

- Sell innovative AI-powered solutions to financial institutions.
- Help define and improve QUASH.ai’s U.S. go-to-market strategy.
- Build scalable outbound and marketing-automation workflows.
- Develop relationships with leaders across credit, risk, fraud, lending, and financial technology.
- Earn meaningful performance-based compensation.
- Grow into a senior business-development, account executive, or commercial leadership position.

📌 Business Development Representative (Ciudad de México)
🏢 QUASH.ai
📍 Ciudad de México