About Palm

At Palm, we empower Small Business Owners with AI powered tools to save time and money while providing oversight into their finances and business performance. Built by a team of serial entrepreneurs with deep SMB roots, Palm is on a journey to transform the financial landscape for small businesses and are looking for a driven Business Development Representative (BDR) to help accelerate our mission.

As a BDR, you will be the first point of contact for prospective customers. Your work will directly influence Palm’s growth by identifying high-quality leads, driving outbound outreach, and fueling the performance of our revenue engine.

What You Will Do

Palm is looking for a proactive, high-energy BDR to support our sales and growth efforts. This is a high-impact role in an early-stage financial technology company, offering autonomy, ownership, and meaningful upward mobility.

Key Responsibilities

• Outbound Prospecting

  • Build and manage outbound sequences across phone, email, and LinkedIn

  • Execute outbound sequences and campaigns to generate interest and create pipeline opportunities.

  • Prospect into firms with SMB clients that handle formations & compliance for their business clients

  • Source, identify, and qualify prospective leads across multiple channels (email, phone, social, etc.)

  • Identity decision makers, including firm owners, managing partners, and operations managers

  • Consistently hit daily/weekly activity targets with qualified prospects

• Qualification & Meeting Generation

  • Run first touch conversations to understand firm size, client volume, and current compliance workflow

  • Conduct discovery conversations to understand business pain points, evaluate fit, and determine readiness for Palm’s solutions.

  • Maintain high-quality lead data and activity tracking in our CRM.

  • Book high-quality demos with Palm’s founders/leads

  • Ensure meetings are well pre-pepped and well qualified and optimized to reduce no-shows

• Collaboration & Pipeline Support

  • Work closely with GTM and Product teams to align messaging, support campaigns, and optimize outreach effectiveness.

  • Provide insights from customer conversations to help guide product, positioning, and marketing strategies.

  • Track all activity cleanly in CRM (currently Attio)

• Performance & Reporting

  • Track KPIs such as outreach volume, response rates, conversion rates, and qualified opportunities

  • Continuously test, iterate, and refine outreach strategies to improve results

  • Share insights from conversations, including objections, messaging, and reasons why deals were stalled/won

• Brand Representation

  • Serve as the first human touchpoint representing Palm, communicating our value clearly, empathetically, and effectively

What success looks like:

• Fully ramped on Palm’s product, ICP, and value proposition

• Contributing 10 booked demos per week

• Consistently reaching engaging qualified firms with 100+ clients

• Touching at least 50-100 prospects per day (outbound calls) + automated email & LinkedIn sequences

Who You Are

• 1–3 years of experience in a Sales Development or Business Development role

• Excellent English

• Experience working in SaaS, fintech, SMB tools, or startup environments preferred

• Strong communication abilities (written & verbal)

• Highly organized, metrics-driven, and coachable with a strong desire to grow

• Experience with CRM tools (HubSpot, Attio, Salesforce, or similar)

• Able to work within U.S. time zones to collaborate with our California-based team

• Resourceful, curious, and comfortable working in a fast-paced startup environment

Type

• Contract Role
  

Duration

• 3 months starting with the opportunity to extend
  

Location preferences

• Medellin, Colombia

• LATAM
  

Compensation

• $1,500 per month + $250 per close