Business Development Representative - Player/ presso undefined

We're expanding our Business Development function to meet the increasing demands of our sales organization. We are seeking a dynamic Player/Coach BDR to lead from the front, drive pipeline growth, and elevate the performance of our BDR team. 

This hybrid role blends frontline prospecting with operational leadership, coaching, and cross-functional collaboration. You’ll generate qualified leads, mentor junior BDRs, and help shape the systems, cadences, and tools that drive scalable, repeatable pipeline generation. 

This is a critical role where you will help shape the future of our GTM organization – leading by example, coaching with purpose, and driving operational excellence. 

Knowledge and Skills 

A qualified individual will possess the following: 

• Strong understanding of B2B sales fundamentals, ideally within the technology or financial services sectors.
• Proven ability to identify, qualify, and nurture leads through phone, email, and digital channels.
• Excellent verbal and written communication and active listening skills, with the ability to engage confidently and professionally with business decision-makers.
• Curious, driven, and self-motivated with a strong sense of ownership and accountability for achieving goals.
• Comfortable discussing technology and able to translate complex solutions into simple, client-relevant value.
• Resilient and adaptable in a fast-paced environment, maintaining focus and positivity when facing challenges.
• Collaborative, team-oriented mindset with a desire to partner closely with Sales and Marketing to improve outreach strategies and campaign success.
• Strong organizational, time-management, and prioritization skills, with attention to detail in CRM and pipeline tracking.
• Data-aware mindset with the ability to interpret prospect engagement metrics and use insights to improve outreach effectiveness.
• Eager to learn and grow—open to feedback, continuous improvement, and professional development.
• Desire to continually improve and contribute to our Purpose of Empowering Community Banks and our People to Thrive – Together.

Qualifications 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Essential Duties and Responsibilities 

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities. 

Lead from the Front 

• Actively prospect and generate qualified leads while modeling best practices for outreach, messaging, and follow-up.
• Set the standard for pipeline development and sales readiness by staying in the field and showing what “good” looks like.
• Document and share insights from personal wins and losses to help the team replicate success and avoid pitfalls.

Coach with Intent 

• Provide real-time coaching, feedback, and support to BDRs through call reviews, roleplays, and 1:1 sessions.
• Mentor new BDRs during ramp-up with structured check-ins, shadowing, and informal coaching.
• Host micro-trainings on targeted skills (e.g., objection handling, subject lines, video outreach).
• Monitor team performance signals and proactively support teammates showing signs of disengagement.
• Foster a safe, transparent feedback culture that encourages learning and growth.

Cross-Functional Enablement 

• Act as a bridge between Sales, Marketing, and Growth Operations—bringing visibility to what’s working and what’s not.
• Represent the BDR team in GTM meetings, ensuring their needs are considered in process, tool, and messaging changes.
• Share on-the-ground insights to inform campaign strategy, content creation, and lead targeting.
• Collaborate with Growth Ops and tech teams to pilot new tools, refine workflows, and support change management.

Process-Minded Leadership 

• Design and iterate outbound workflows that balance personalization with repeatability and scale.
• Audit cadences and tooling usage to streamline steps and improve time-to-engagement.
• Contribute to sales playbooks and documentation that reflect current best practices.
• Partner with leadership to establish performance expectations and ensure accountability.
• Support operational efficiency by identifying manual tasks and working with Growth Ops to automate or simplify.

Strategic Collaboration 

• Partner with Sales & Marketing leadership to assess and optimize territory coverage models.
• Collaborate on policies and procedures that support consistent, scalable business development.
• Lead cross-functional initiatives that influence new business development, client engagement, and retention.
• Coordinate with Sales & Marketing to test messaging and track outbound performance, relaying insights for optimization.

Education and/or Experience 

• 3–5 years of experience in a BDR, SDR, or inside sales role, with a proven track record of exceeding pipeline goals.
• Experience mentoring or coaching peers; leadership experience is a strong plus.
• Deep understanding of sales development tools, Salesforce, Gong, etc.
• Strong communication, organizational, and analytical skills.
• Passion for process improvement, data accuracy, and team development.
• Comfortable navigating ambiguity and driving clarity through structure and collaboration.

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus. 

Work Environment 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Typical office environment
• Up to 10% travel time may be required

**You will be asked to participate in culture-related meetings, activities and events. We firmly believe that building culture and teamwork in our people – first organization requires extra intentionality, and thus your participation and engagement isn’t just encouraged - it is required and part of your responsibility. If you do not want to participate in these, please do not apply. 

About Us

UFS is the community bank technology outfitter that inspires confidence for community banks, by providing purpose-built solutions that make technology work for them, instead of the other way around. 

Founded in 1991, our purpose is to Empower Community Banks and Our People to Thrive – Together. We live that Purpose by always putting people first in our decisions and actions.  

Our engaged culture is strongly influenced by the passion our team members bring while serving Community Banks and their communities. We believe in encouraging confidence in each other and delivering solutions that make our clients confident with us. To that end we seek out problem solvers, creative thinkers and engaged individuals that thrive in a fast-paced yet supportive environment. 

We believe engaged employees lead to loyal clients, which in turn drives results for our business. We are caring, and approachable and have a lot of fun along the way.  

Benefits

• Health, Dental & Vision Insurance; eligible Day 1 of Employment
• 401k Match of 100% up to 6% of your Salary
• Paid Holidays
• Birthday PTO
• Vacation & Sick Time
• Volunteer Time Off
• Opportunities for Advancement
• Gym Membership Reimbursement Program
• Wellness Program to lower your Monthly Premium
• Child Fundraiser Donation Program
• Matching Gifts Program
• Employer Paid Premium for Life Insurance
• Short/Long-Term Disability Coverage
• Flexible Spending Healthcare Accounts
• Employee Referral Benefits
• Fun Employee Events - Lunch & Learns, Celebrations, Summer Events
• Robust Leadership Development Program
• Employee Assistance Program

The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.