Senior Business Development Representative

🕒 September 4

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Business Development (BDR)

👻 Ghost score 32%

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Logo of Calabrio, Inc.

Calabrio, Inc.

501 - 1000 employees

Founded 2007

🏢 Enterprise

☁️ SaaS

🤖 Artificial Intelligence

Enterprise • SaaS • Artificial Intelligence

Calabrio, Inc. is a provider of workforce engagement management (WEM) solutions, offering a fully integrated cloud-based suite known as Calabrio ONE. The company focuses on optimizing contact centers by combining tools for workforce management, quality management, call recording, analytics, and AI-driven insights to boost performance and customer engagement. Calabrio ONE is designed to empower agents through automated scheduling and forecasting while enhancing customer experiences with personalized coaching and performance insights. The platform is used across a variety of industries, helping to build brand trust and improve business intelligence with its AI-fueled analytics solutions.

📋 Description

• Research, prioritize, and develop target banks, credit unions, and financial institutions that may benefit from branch workforce management, appointment booking, queue management, and related SaaS solutions. • Build and manage outbound prospecting using email, phone, LinkedIn, events, referrals, account-based outreach, and executive-level messaging. • Develop understanding of prospects’ branch networks, operating models, customer experience goals, staffing challenges, sales priorities, and technology landscapes. • Engage senior stakeholders in retail banking, branch operations, workforce planning, customer experience, digital banking, and transformation. • Qualify strategic opportunities by uncovering business pain, decision drivers, budget timing, incumbent technology, buying process, competitive dynamics, and executive sponsorship. • Position branch workforce management software, including forecasting, capacity planning, scheduling, resource sharing, and visibility into branch work requirements. • Communicate the value of appointment booking software for customer acquisition, banker preparedness, sales effectiveness, and convenient branch and virtual appointments. • Partner with Account Executives, solution consultants, marketing, product experts, and business unit leaders to progress qualified opportunities through the sales funnel. • Prepare account research, discovery notes, call summaries, and handoff documentation. • Maintain accurate activity, pipeline, and opportunity information in CRM systems and use data to manage priorities and forecast outcomes. • Represent the company at industry events, webinars, conferences, customer meetings, and executive briefings as required.

🎯 Requirements

• Bachelor’s degree in business, marketing, finance, communications, or a related field preferred; equivalent experience in SaaS, financial services technology, or enterprise business development will also be considered. • 5+ years of experience in business development, sales development, account development, or inside sales for B2B SaaS, enterprise software, or financial services technology solutions, with a track record of success in complex or enterprise sales environments. • Demonstrated ability to independently prospect into complex enterprise accounts, engage senior-level stakeholders, and create qualified sales opportunities that convert to accepted pipeline. • Strong understanding of SaaS sales motions, subscription-based software value propositions, buying committees, and enterprise qualification methodology. • Ability to learn and communicate complex software concepts clearly, including the business outcomes associated with forecasting, staffing, scheduling, appointment booking, and customer engagement. • Excellent written and verbal communication skills with the ability to craft highly relevant, executive-ready outreach, discovery messaging, and account-specific points of view. • Strong commercial judgment, business acumen, intellectual curiosity, and comfort discussing operational efficiency, customer experience, sales productivity, workforce planning, and technology transformation. • Highly organized, self-directed, and metrics-driven, with consistent follow-through and disciplined CRM hygiene. • Proven ability to operate with minimal direction, manage multiple target accounts, and consistently meet or exceed activity, meeting, pipeline, and opportunity quality expectations. • Comfortable working in a fast-paced, collaborative environment with sales, marketing, product, consulting, and executive stakeholders. • Experience selling or prospecting SaaS solutions into retail banking, credit unions, or other financial institutions. • Knowledge of branch workforce management, workforce optimization, forecasting, capacity planning, scheduling, or resource planning solutions. • Experience with appointment booking, queue management, customer engagement, digital appointment journeys, or branch transformation technology. • Familiarity with retail banking operating models, branch roles, appointment-based service, and customer experience initiatives. • Existing network or prior experience engaging retail banking executives, branch operations leaders, workforce management teams, or digital banking stakeholders. • Experience using sales engagement platforms, CRM systems, intent data, account-based marketing tools, or revenue intelligence solutions.

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