Business Development Representative (BDR)

Role Description

The Business Development Representative (BDR) is on the frontlines of customer interactions. Your job is to engage directly with prospective customers to cultivate interest in, and qualify their fit for, our solution. This role is a key step towards developing the fundamentals for a successful career in sales or customer success.


  • Develop and maintain an understanding of the problems our clients face and the way helps solve them
  • Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads)
  • Meet or exceed daily/weekly/monthly activity targets for:
  • Conversations with key influencers and decision makers via outbound efforts (phone, email, and social media)
  • Scheduling and conducting introductory qualifying calls
  • Converting qualified prospects to scheduled demos for Account Executives
  • Document activities in Hubspot sales & marketing automation systems
  • Effectively communicate with other stakeholders including supported Account Executives, marketing team and sales management


  • Demonstrated ability and desire to learn new concepts
  • Eagerness to be coached
  • Commitment to self-improvement and success
  • Team player with a collaborative orientation
  • Ability to remain organized and execute in a fast-paced environment
  • Tenacious and committed to exceeding targets
  • Excellent verbal and written communications skills
  • Competitive, ambitious and driven, with a self-starter attitude
  • Cold calling experience a plus but not required
  • Finance / accounting experience is a huge bonus but not required


  • Working in a fast-paced, high-growth startup means there will be opportunities for role advancement and professional development
  • Working in the same Del Mar Heights office as our executive team, you’ll have access and exposure to them on a daily basis
  • Competitive compensation
  • Comprehensive health insurance coverage (medical, dental, and vision)
  • Paid vacation, sick time, and company holidays
  • Company provided Macbook Pro + all tools and systems necessary for success‍

Company Overview

Trovata is the first modern end-to-end fintech platform that helps companies manage their cash flow. We’re pioneering open banking (direct APIs) for mid-market and enterprise companies to automate cash positions, cash flow analysis, and cash forecasting. 
Our solution was developed by a longtime CFO who knew there had to be a better way, and is engineered by experienced software developers from Capital One. We closed our $20M Series A round in January of 2021 and have top-tier partners.