Business Development Representative, 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.

We are seeking a Business Development Representative 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.

CircleUp was recently honored as one of Fast Company's Top 10 Most Innovative Companies in Data Science and has been named a CB Insights FinTech 250, a Top 5 Most Disruptive Company in Finance by CNBC, and to the Forbes FinTech 50. Founded in 2012, CircleUp is headquartered in San Francisco and backed by Union Square Ventures, GV, Canaan Partners, QED Advisors, and others. 

Specific Responsibilities:

  • Being the first touch point for our future customers
  • Qualifying leads from marketing campaigns as sales opportunities
  • Contacting high potential clients through calls and emails
  • Managing a pipeline of applicants, with the goal of re-engaging the borrower in different parts of the sales funnel and making sure CircleUp is their first choice
  • Nurture prospects back into our sales funnel
  • Helping to design the early stage customer engagement process for CircleUp’s Credit program
  • Collaborating cross-functionally with Marketing, Partnerships, and Product to support and build out our credit initiatives


  • 6+ months of experience in Sales, Business Development, or Customer Experience (this is an entry level position with opportunity for growth)
  • Motivated by success in numbers, and driven to achieve targets
  • Excellent communication and interpersonal skills
  • Outstanding time management skills and proficiency at multitasking
  • 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: 

  • Solid understanding of financial and accounting principles, terminology and concepts
  • Familiarity with and passion for companies in the CPG space
  • Experience with asset-based lending and/or small business lending

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