Business Development Analyst, Credit

San Francisco, CA

CircleUp harnesses the power of machine learning and predictive analytics to discover the fastest-growing companies in the consumer & retail sector. We want to bring the data-driven revolution that has occurred in the public markets to the private markets, starting with consumer & retail.

Our mission is to help entrepreneurs thrive by giving them the resources and capital they need. CircleUp has been named one of the Top 5 Most Disruptive Companies in Finance by CNBC, one of the 50 Best Fintech Innovators by KPMG, and one of America's Most Promising Companies by Forbes. We are backed by top-tier investors including Google Ventures, Union Square Ventures (backers of Etsy/Kickstarter), and the ex CEOs/Presidents of Goldman Sachs, Morgan Stanley, Thomson Reuters, the Stanford Endowment and Capital One.

We are seeking a Business Development Analyst to help drive CircleUp Credit’s new lending product. We are looking for someone who excels in a fast-paced environment with the creativity and resiliency to deliver results and solve ambiguous problems. The ideal candidate will be excited at the prospect of defining the Business Development role with us, as we build out this brand new business unit.

Specific Responsibilities

  • Work within our newly formed Credit team to build our credit portfolio and refine the sales process
  • Manage an active pipeline of leads supplied by Helio
  • Generate new business with clear and effective communication to prospects
  • Collaborate cross-functionally with Corporate Development, Marketplace, and Product to support and build out our credit initiatives
  • Stay nimble and roll with the inevitable hiccups that come with new product development


  • Bachelor’s degree
  • 1-2 years experience in a business development / sales role
  • Solid understanding of financial and accounting principles, terminology and concepts
  • Strong analytical, problem solving and conceptual skills
  • Clear communicator with ability to empathize with customers
  • Detail-oriented with the ability to work fluently with large and diverse datasets
  • Highly proactive and an ability to work both independently and as part of the team
  • Exceptional integrity, highly intelligent and strong work ethic

Nice to Haves

  • Familiarity with and passion for companies in the CPG space
  • Experience with asset-based lending and/or small business lending
  • Proficiency in SQL

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