Overview: Goalsetter is revolutionizing financial education in America. Partnering with giants like Nike, Mastercard, and major banks, and backed by investors like NBA stars Chris Paul and Kevin Durant, we're committed to making financial education accessible to all. Our platform uniquely combines essential financial components with engaging educational content, delivering both practical and theoretical financial wellness. We seek a dynamic leader who embodies bold leadership and an inclusive vision of wealth for all Americans. The BDR Role: The Business Development Representative (BDR) is a key contributor to Goalsetter’s growth and success, supporting the sales team in driving new business opportunities and expanding our reach. This position plays a pivotal role in identifying, engaging, and qualifying leads to build strong partnerships with schools, organizations, and corporate sponsors. Reporting directly to the sales leadership team and collaborating closely with marketing and other departments, the BDR ensures a consistent flow of qualified prospects into the pipeline and sets the foundation for long-term customer relationships.This is an excellent opportunity for a proactive and results-oriented professional to make a meaningful impact in the educational and financial literacy space while helping Goalsetter achieve its mission of closing the wealth gap in America. This role is commission eligible. Responsibilities:Lead Generation & Prospecting: Research and identify potential districts, schools, organizations, corporate sponsors, and foundation partners aligned with Goalsetter’s mission and values. Generate a minimum of 100–200 new leads per month.Corporate and Foundation Outreach: Identify and engage potential corporate and foundation sponsors to support Goalsetter's initiatives. Develop tailored outreach strategies that align with their philanthropic goals and corporate social responsibility priorities.Outbound Outreach: Conduct outreach to prospects via phone calls, emails, and social media, introducing Goalsetter’s mission, educational products, and partnership opportunities.Qualifying Leads: Engage with prospects to understand their needs and assess alignment with Goalsetter’s offerings, qualifying a minimum of 20–40 leads per month for the next stages of the sales pipeline.Appointment Setting: Schedule a minimum of 20 introductory demos per month for sales team members with qualified leads.Data Management: Maintain accurate lead and contact information by consistently updating CRM records.Collaboration & Feedback: Work closely with the sales and marketing teams to refine messaging and provide insights on outreach results, audience engagement, and potential sponsorship opportunities.Qualifications and Experience:Experience: 3 or more years in sales, business development, or customer-facing roles, preferably in K12 and/or fundraising. Communication Skills: Excellent verbal and written communication skills, with a friendly, professional, and persuasive style.Self-Starter: Highly motivated, proactive, and driven to succeed and engage potential partners through consistent follow-up.Organizational Skills: Strong attention to detail, with the ability to manage multiple tasks and priorities effectively.Tech-Savvy: Proficient in using CRM systems such as Salesforce or HubSpot, as well as basic productivity tools like Google Workspace, Microsoft Office, and email marketing platforms.Education: Bachelor's degree in Business, Marketing, Communications, or a related field is preferred.Ability to thrive in a fast-paced, early-stage startup environment.This role is ideal for someone who is resourceful, results-oriented, and passionate about driving partnerships in the educational and financial literacy sectors.About the Company The company is an innovative savings, financial literacy, and smart spending application designed for children, families, and individuals aspiring to build wealth. Our mission is to empower users by providing the essential tools to save money, invest their cash, and, most importantly, navigate the often-overwhelming world of personal finance. Our comprehensive product suite includes: Financial Quizzes with Memes: Engaging quizzes suitable for all ages that make learning about finance fun and interactive. Investment Platform: A user-friendly platform to help users invest their money wisely. Unique Savings Tools: Features such as auto-save and round-ups to effortlessly build savings. Debit Card for Teens: A safe and practical way for teenagers to manage their money. Creative Earnings for Kids: Innovative methods for children to earn money through allowances and chores.
As a Series A Fintech start-up, we are progressing rapidly toward a Series B Round anticipated in mid to late 2025. Role Offerings An Open and Collaborative Culture Competitive Salary with Equity Predominantly Remote Work Three Weeks of Paid Time Off (PTO) Plus Holidays Birthday Day Off A Fun, Mission-Driven Environment Comprehensive Medical, Dental, Vision, and Flexible Spending Account (FSA) Benefits Join us in our mission to revolutionize financial literacy and empower our users to achieve their wealth-building goals.
