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Business Development Representative


This is a Full-time position in Chandler, AZ posted July 13, 2021.


We design-build and transform financial institutions on the latest designs, products, services, processes, and efficiencies.

Basically, we are the cool kids on the block.

And our block is a design-build innovation firm that specializes in transforming Banks, Credit Unions, and their branch networks.

This position supports the sales pipeline by follow-up on interest in our product and services.

Our consultative offering is directly correlated with most industry pressing issues.

We are great at what we do, generating interest in our solutions is not hard.


A highly motivated, goal-oriented, and persistent outbound sales performer who is ready to take on a new challenge within the financial industry.

You must have the ability to clearly communicate on the phone, email, and on social media to diligently follow up with prospects to develop relationships that turn into opportunities for your sales team.

Our growing team needs a strong candidate with demonstrated experience in maintaining accurate Salesforce account records (account, contact, and activity records) and opportunity records (project start/end dates, contract signed dates, contract amount, and correct stages).

We have a dedicated team to teach you to communicate our offering, so you can tailor the message to our prospects, and connect their demand to our award-winning solutions.

No industry experience?

That’s ok!

We have a strategy and process already in place.

This is the perfect opportunity to learn!

Top Three Objectives:


Lead Management
– The Catalyst’s primary focus is lead management for their assigned territory.

This includes working to connect and schedule meetings for inbound leads and outbound leads generated from the Catalyst’s outbound prospecting efforts.


Opportunity Management
– The Catalyst partners with the Strategists in their assigned territory to create and move opportunities forward in the sales process.

This includes maintaining accurate notes in the Salesforce CRM for all interactions, setting up follow-up meetings, and providing any additional support needed to advance opportunities to ‘closed’ status.


Account Management
– The Catalyst supports the Strategist in generating repeat business from existing customers.

This includes monitoring all customer activity as well as project management work related to our marketing efforts, setting appointments for Strategists to conduct quarterly account reviews, and keeping the Salesforce CRM up to date with all changes for financial institutions in their assigned territories.


Effectively leverage sales enablement tools and systems (available marketing resources, PowerPoint, SharePoint, Outlook calendars, GoTo meeting) to deliver:
Outbound Lead generation Inbound Lead follow-up Phone Calls / Emails Prospecting research LinkedIn Navigator Research Prospect and Financial Institution (FI) Research Regularly updating information held in our CRM (Salesforce) from prospecting research CRM data hygiene


40% of your time will be spent on:

Facilitate the lead process for contacts within assigned territory.

Effectively manage your day to meet your top three objectives: lead management, opportunity management, and account management, through prospecting, track, and maturing opportunities through the sales cycle.

40% of your time will be spent on:

Set initial prospect meetings, follow-up meetings, and documentation for proposals.

Maintain Salesforce accounts with accurate notes, lead documentation, meetings, data, updated contact records, updated account records, and opportunities.

20% of your time will be spent on:

Participate in Ideation Center visits and follow-ups in collaboration with your Strategist partners.


You will take generated leads and turn them into customers.

That will include outbound-prospect calling, researching new prospects, and so much more.

One thing is for sure, your days will never be the same and you will always be learning something new.


It’s imperative that you have strong professional writing skills and the ability to deliver clear and concise messages to C-Suite.

You are proficient in the Microsoft suite (Word, Outlook, etc.).

You have some experience with social media platforms, even if it is for personal use.

As a self-starter, you can pick up things quickly.

We have a lot of different programs and software so tech proficiency is a must.

Excellent writing skills will help you with daily tasks.

An Associate’s degree or work experience equivalent and a willingness to learn.

It would be a major plus if you understand the financial industry including roles, functions of the business, budget/planning cycles, current trends and initiatives, and common challenges within the industry.


A typical corporate environment is pretty stiff, and everything is done by the book.

Not at DBSI+CFM.

Our work atmosphere is more like a family than a job.

We like to keep it loose and fun, but still be professional.

This is a place where our leaders will stop by your desk just to say, “how’s it going” and shake your hand.

This is a culture where team members are encouraged to take charge, and where integrity rules all.

We trust and respect everyone to do their jobs to the best of their abilities.

Yes, DBSI+CFM is a fun and eclectic bunch, but we’re all here for the same reason…To get the job done and do it right.

We encourage our team members to be innovative thinkers and progressive problem solvers, who aren’t afraid to roll up their sleeves and jump in.

We like to say DBSI has a blue-collar work ethic with a white-collar savvy approach.

We’re all hard workers, but it’s the way we think through objectives that sets us apart.

Our culture supports growth.

Learning new skills, mentoring team members, and exploring personal development are all welcome and encouraged here.

DBSI+CFM knows, with professional growth, comes great opportunities.

That’s why we like to promote from within and give our team members the opportunity to raise with us.

To help motivate and keep up the energy, we offer profit sharing with our team members.

If we have a good year
– everyone benefits.

We’re all on this journey together.

And our strategy is working.

DBSI+CFM has been named one of Inc.

5,000 Fastest Growing Companies, named Most Innovative (against 300 other companies like Infusion Soft, Shutter Fly, and oh by the way 297 others), named Most Admired, Top 5 Places to Work, and Best of the Future.