Role Overview Reporting directly to the VP of Sales, you will serve as a high-impact Player-Coach responsible for scaling a world-class Business Development team. You will lead a high-performing pod of BDRs while maintaining a personal quota, modeling the exact outbound excellence required to penetrate the credit union and banking sectors. By optimizing our tech stack and refining our ICP, you'll play a pivotal role in accelerating our pipeline and shaping the future of our sales organization.
What You'll Do:- Lead by example, coach a pod of 3-6 BDRs - daily stand-ups, call reviews, and data-driven feedback loops
- Carry your own "player-coach" quota for qualified meetings, consistently exceeding target to model best practice
- Design, test, and optimize multi-touch cadences in Apolloio, Sybill.ai, Zoominfo, Nooks, HubSpot, and Salesforce (email, phone, LinkedIn, video)
- Build automated list segmentation, triggers, and enrichment workflows that keep the funnel full and clean
- Partner with Account Executives, Marketing and RevOps to refine ICP, territory plans, and hand-off SLAs to AEs
- Analyze funnel metrics, surface insights, and present weekly dashboards to Sales leadership
- Recruit and onboard new BDRs, scaling playbooks as the team doubles in size
- Build AI SDR flows for low signal inbound leads
- Hire and train new BDRs and create a career path for BDRs to AE roles.
What You'll Bring:- 5+ years managing a small BDR/SDR team and 2+ years of individual-contributor success (≥ 100 % to meetings quota for 4+ quarters)
- Preferred: Expertise prospecting credit unions and community/regional banks-you speak their language and know their buying cycles
- A knack for writing punchy, value-led copy that turns cold prospects into warm meetings
- Data-driven coaching mindset; you love A/B tests, talk-track scorecards, and win-loss reviews
- Bay Area residency and willingness to work from our offices in the South Bay 4-5 days per week
Bonus Points:- FinTech, SaaS, or AI-for-CX background
- Familiarity with revenue-intelligence tools (Sybill) and intent data providers (ZoomInfo)
- Knowledge of banking industry
- Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.
- Built AI SDR flow
Benefits- 100% paid health, dental & vision care
- 401(k) & financial wellness perks
- Discretionary PTO + paid parental leave
- Mental health, wellness & family benefits
- A mission-driven team shaping the future of banking
