About Bluevine

Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence. 

As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success. Since launching in 2013, we have grown exponentially, amassing over 400,000 customers across all 50 states and a global team of more than 500 people. Our passion is driven by purpose: to give small businesses the tools they need to succeed and we’re just getting started. 

All of this begins with our team who are driven by collaboration, problem-solving, and learning and growing together. With a commitment to innovation and community impact, our mission is to help every small business—and every team member—thrive. Join us! #LI-Hybrid

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Join our dynamic sales team at Bluevine, where we empower small and medium-sized businesses (SMBs) to flourish by offering tailored financing and banking solutions. As an Inside Sales Representative, you'll play a pivotal role in nurturing SMB growth by providing personalized service and expert advice on Bluevine’s financial products, including lines of credit, checking accounts, bill payment services, and more. We’re looking for motivated team members who are ready to leverage warm leads, aim for success, and thrive in a vibrant environment. There is also great growth potential with this role offering significant opportunities for professional development as our sales division expands.

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What You'll Do:

• Excel in your role by meeting or exceeding all sales and cross-selling targets, as well as daily engagement metrics.
• Engage with 40-60 warm leads daily through calls and approximately 100 emails, guiding them through the decision-making process.
• Efficiently manage a diverse pipeline of up to 100 prospects at various stages of engagement, from initial contact through to underwriting review and finalization.
• Facilitate a smooth underwriting process, ensuring clients receive optimal offers that you can close.
• Deliver outstanding support to new clients during their first 30 days, ensuring a seamless integration into Bluevine’s products and services.
• Be a reliable and trusted advisor to SMB owners, connecting them with the ideal Bluevine products to meet their needs.
• Bridge the communication gap between clients and the Underwriting Team, aiding in the collection of necessary documentation to optimize financial offers.
• Optimize pipeline management through the use of advanced sales tools, lead management software, and CRMs.

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Role Competencies:

• Results-Oriented: Consistently achieves results, even under difficult circumstances. 
• Nimble Learner: Quickly acquires new knowledge and/or skills and adapts to new situations by being open to and quickly implementing feedback.
• Consultative: Embodies the Trusted Advisor approach by focusing on building relationships with others, grasping their obstacles, and providing relevant solutions
• Partnership: Builds partnerships and works collectively with others to meet goals.

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Requirements:

• At least one year of experience in a sales role, with a history of meeting or surpassing quotas.
• A collaborative spirit, along with the agility and eagerness to learn.
• Exceptional communication skills, both written and verbal.
• Enthusiasm for working in a fast-paced, rapidly evolving fintech landscape.
• Unwavering dedication and integrity.
• Resilience in facing challenges, with a positive attitude towards learning from each experience.
• Previous experience with SMBs is advantageous.
• Experience in SaaS or fintech industries is highly desirable.

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New Hire Base Salary Range: $42,360-$50,820

New Hire On-Target Earnings (i.e. Base Salary plus Commissions, if achieved) Range: $70,600-$84,700

BENEFITS AND PERKS - for employees located in the US

• Excellent health coverage and life insurance benefits
• 401K with an immediate 3% company match 
• PTO, Company Holidays, and Flexible Holidays
• Company-sponsored Mental Health Benefits, including 1:1 therapy
• Over $1,000 annually for a wellness benefit of your choice
• Monthly WFH stipend
• Generous, paid parental leave covering up to 12 weeks
• Access to financial coaches and education sessions
• Free commuter benefits - Caltrain passes for San Francisco employees and a monthly parking allowance
• Weekly catered lunches and fully stocked kitchen pantries
• Community-based volunteering opportunities 

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