Job Description

Are you looking to join a team where “corporate values” aren’t just words on the website but instead are the genuine beliefs of the team? Where the people are smart, hardworking, fun, and loving? A place where the talk is walked?

That’s Kasasa! There are 4 values that define our company culture – Interdependence, Empowered Ownership, Badassitude, and Love – Together these values form THE PATCH. Elevate is the wrapper around the whole Patch reminding us to seek the “highest form” of our values.

If you feel that our company values align with your own, please apply! If you don’t, we encourage you to find a company whose values do!

Our values are a living commitment to one another. It defines everything we do, including how we build products, serve our clients, plan for the future, and work together. It is our uncompromising promise to one another, our communities, and our clients.

• Interdependence - Only team wins count. I take responsibility for my team’s success. My Team is Kasasa. I hold my shield for all of us.
• Empowered Ownership - I know my goals. If they’re to be, it’s up to me.
• Badassitude - I am passionate about what I do because I understand why it matters. I will courageously face challenges, seeing each one as a steppingstone toward growth.
• Love - We boldly bring love to the workplace and the world.
• ELEVATE - I CREATE THE HIGHER POSSIBILITY.

ONLY THE BADASS NEED APPLY!

We’re looking for much more than qualified applicants! We’re looking for people who “relentlessly give a sh!t” (Or “RGAS” for short; this is a component of our Badassitude value)! We want individuals who will courageously face challenges. We don’t settle for good enough. At Kasasa, we have the determination, grit, and hustle to create excellence.

Kasasa’s mission is to inspire and elevate community financial institutions to be the source for love and financial wellbeing in their communities. Kasasa employees (Spartans) are passionately dedicated to this mission and lead the way – sharing our “love” with the world – through our words and actions – via community service and outreach. Expect to get involved and make an impact if you expect to be a Spartan.

As Spartans once did, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team. We are a Phalanx!

The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job, nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer, or rescind this position description at any time, with or without prior notice.

Role Overview

The Business Development Representative is responsible for generating leads and sales pipeline coverage for specific territories, mainly through telephone and email. He/she will create a plan that maps to the pipeline development and lead goals for each month, quarter and fiscal year within their territories with a specific focus on lead conversion. This position will work with marketing to ensure that the plans meet the lead generation goals, including building a plan to target certain companies/titles/locations to meet specific sales targets. The Business Development Team Lead and his/her team will support email campaigns, events, and territory marketing campaigns as the business requires.

ESSENTIAL FUNCTIONS

• Infuse the Patch Values into your work ethic, every day and every interaction.
• Work with Regional Directors to prioritize territory outreach
• Generate leads through various outbound methods, mainly cold-calling and emailing contacts from assigned data sheets. Pass qualified leads through to Regional Directors (sales) within territories with a specific focus on high conversion opportunities with CEO and CFO contacts.
• Follow up on any Inbound leads that come from the corporate web site, social media, events, trade shows, advertisement, referrals, etc. The business development rep will need to quickly respond, qualify and process accordingly.
• Support marketing events by reaching out to attendee/prospects before the event to make them aware of Kasasa’s presence as well as following up after the events to convert leads to qualified status and/or set appointments. Events include trade shows, webinars and other B2B campaigns.
• Communicate effectively to Regional Directors the specific value Kasasa can provide to an FI prior to first meetings.
• Effective use of CRM to create a robust list database.
• Effective prioritization, monitoring and follow-up of inbound inquiry traffic from various mediums to increase pipeline coverage.
• Support Get Lit attendance cadences as assigned
• CSAT & Client Success campaign cadences as assigned
• Other duties as assigned

POSITION REQUIREMENTS

• Desire to perform lead generation responsibilities including high volume cold calling and email duties.
• Willingness to learn and stay up to date on banking industry knowledge and Kasasa value proposition
• Understanding of outbound lead generation best practices
• High attention to detail with excellent verbal and written communication skills
• Must be legally allowed to work in the U.S.
• Kasasa values the importance of flexibility and collaboration. We offer a hybrid work model where you'll join us in the office for at least three full workdays each week, allowing for meaningful in-person connections and teamwork. The remaining day(s) offer the option to work remotely, providing you with the balance and autonomy to excel in your role.
• You will be asked to participate in culture related meetings, activities, and events. We firmly believe that building culture and teamwork in a company requires extra intentionality, and thus your participation and engagement isn’t just encouraged - it is required and part of your role responsibilities. If you do not want to participate in these, please do not apply.

PHYSICAL REQUIREMENTS

• Sitting for extended periods of time; approximately 5-6 hours per day
• Simultaneous use of hand, wrist and fingers
• Daily operation of standard office equipment
• Frequent use of oral communication to perform work
• Lifts and moves 7-10 pounds occasionally
• Ability to travel by air and car for extended periods of time

Are you ready to join an amazing group of people who genuinely love their jobs in an environment that inspires greatness?

We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, citizenship status, gender, gender identity, pregnancy, sexual orientation, transgender status, marital status, religion, creed, age, physical or mental disability, results of genetic testing, genetic information, past, present or prospective service in the military, or any other characteristic or activity protected by federal, state, or local law.

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