Business Development Representative

About the Company 

Tabs is an AI-powered revenue automation platform for B2B businesses. Using the power of AI, Tabs is able to understand and extract elements from even the most complex B2B contracts and then power automated billing, revenue recognition and reporting workflows. Our customers use Tabs to eliminate manual work, collect cash faster, streamline operations, and increase business model flexibility. Tabs is a Series A hyper growth company based in New York that has raised $35m to date from top-tier VCs like Lightspeed and Primary Ventures.

About the Role 

We’re seeking a thoughtful executor obsessed with figuring out how to get cold prospects on the phone and start meaningful conversations with CFOs and Finance leaders about their finance operations. As a Business Development Representative, you’ll be on the front lines of our outbound strategy—reaching out to potential customers, running a variety of experiments and tracking progress, qualifying leads, and setting the foundation for future sales growth.

If you’re someone who thrives in high-pressure environments, can tactfully work through rejection, and will do whatever it takes to achieve goals, this role is for you. This position is perfect for someone with 0-5 years of financial services/finance team experience or early-stage sales team exposure.

What You’ll Do

• Execute a high-volume outbound strategy of 150+ sequences weekly to generate new business opportunities.

• Source new sales opportunities through inbound qualification and outbound outreach.

• Qualify prospects through consultative selling on the phone while leveraging BANT criteria.

• Grow the top of the sales funnel through warm and cold outbound campaigns.

• Research companies and identify key decision-makers, adding prospects to our outbound list.

• Craft highly thoughtful, tailored outreach messaging to engage cold prospects.

• Handle objections, qualify leads, and schedule meetings for the sales team.

• Collaborate closely with the sales team to refine and improve the outbound playbook.

• Maintain accurate and up-to-date records in CRM of all interactions with prospects.

• Conduct ongoing experiments on outbound processes to enhance efficiency and performance.

• Consistently hit or exceed weekly/monthly KPIs related to outbound activities.

• Stay up-to-date with market trends and competitors to ensure messaging remains relevant.

Qualifications

• Fantastic network of CFOs or individuals adjacent to the CFO office from past roles that would fit well into a prospect discovery process for Tabs.

• Superior written and verbal communication skills.

• Excellent listening skills and sophisticated phone presence.

• 0-5 years of experience in investment banking, SaaS, Sales, or a related field startup where high-volume work was the norm.

• A high level of comfort with relationship building sales (the prospect of today becomes our 10x referral tomorrow), prospecting, and sales tools/processes.

• Aptitude discussing corporate finance and financial operations of a company

• Strong entrepreneurial mindset: a self-starter with urgency and the ability to work within undefined processes.

• Deep interest in understanding business challenges and engaging prospects in meaningful conversations.

• High social intelligence, curiosity, and a natural inclination for selling to accelerate growth as the company scales rapidly.

• Ability to track, measure, and experiment with sales processes, constantly improving efficiency.

Perks and Benefits

• Competitive compensation and equity 

• 100% coverage for healthcare (Medical, Dental and Vision)

• 401(k) plan

• Daily meal and coffee stipend for in-office days

• Tax free contribution to commuter benefits

Even if you don’t meet 100% of the qualifications, we recommend applying to the role! We are a NYC based team spending 5 days a week in-person at our offices in midtown Manhattan.