Why This Job is Featured on The SaaS Jobs

Palm sits at the intersection of SaaS and fintech, selling AI-enabled software to small businesses with clear, repeatable workflows and measurable outcomes. A Business Development Representative role in this category is closely tied to how modern SaaS companies build pipeline: structured outbound, tight ICP definition, and rapid feedback loops between market conversations and go-to-market messaging.

For someone building a SaaS career, the day-to-day work builds durable GTM fundamentals—sequencing across channels, qualification discipline, and CRM hygiene—while sharpening an understanding of how SaaS value propositions land with real operators. The emphasis on tracking response and conversion metrics also mirrors how SaaS revenue teams operate, making the experience portable across subscription products where experimentation and iteration are standard.

This role is best suited to early-career commercial professionals who prefer clear activity targets and enjoy turning ambiguous prospecting into repeatable process. It will fit candidates who like collaborating with product and GTM partners, are comfortable being the first point of contact, and want a role where learning comes from high-volume customer conversations and continuous refinement of outreach.

The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.

Job Description

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

Palm

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