---
title: 'Business Development Representative at Checkbook'
canonical: 'https://feeny.ai/job/business-development-representative-checkbook-san-mateo-ajp3qngms113'
type: 'job'
last_seen: '2026-10-28'
---

# Business Development Representative at Checkbook

- **Company:** Checkbook
- **Location:** San Mateo, CA
- **Work type:** hybrid
- **Posted:** 2023-09-12
- **Last confirmed live:** 2026-10-28
- **Apply:** https://job-boards.greenhouse.io/checkbook/jobs/4078760007

## Job description

About Us: Checkbook is a leading FinTech company revolutionizing the way businesses send and receive digital payments. Our innovative platform enables businesses to send and receive checks securely and instantly without the need for physical checks or any manual intervention. We are dedicated to providing simple, reliable, and cost-effective payment solutions to our clients. As we continue to grow, we are seeking a skilled Business Development Representative to join our dynamic team.

Role: As a Business Development Representative at Checkbook, you will play a crucial role in driving our company's growth and expanding our client base. You will be responsible for generating new business opportunities by identifying and reaching out to potential customers. Your primary focus will be on qualifying leads, conducting initial outreach, and nurturing relationships with prospects to move them through the sales pipeline.

Responsibilities:

- Identify and research potential clients within the target market.
- Conduct outbound prospecting activities, including cold-calling, emailing, and social selling, to generate new business opportunities.
- Qualify leads and assess their suitability for the company's products and services.
- Understand customer needs and pain points to effectively communicate the value proposition of Checkbook.io's solutions.
- Collaborate closely with the sales team to transition qualified leads into the sales pipeline.
- Manage and maintain accurate records of all interactions and lead progress in HubSpot or other CRM systems.
- Provide timely and regular updates to management on lead generation activities and progress against targets.
- Stay up-to-date with industry trends, competitor offerings, and market changes to identify new business opportunities.
- Attend industry events and networking functions to represent Checkbook.io and build relationships with potential clients.

Requirements & Skills:

- Bachelor's degree in Business, Marketing, Finance, or a related field.
- Proven experience as a Business Development Representative or in a similar sales role.
- Strong understanding of FinTech products, payments, and financial technologies.
- Prior experience using HubSpot or a similar CRM tool is highly desirable.
- Excellent communication and interpersonal skills to effectively engage with prospects and build rapport.
- Demonstrated ability to work independently and as part of a team in a fast-paced environment.
- Goal-oriented and results-driven with a track record of meeting or exceeding sales targets.
- Strong organizational and time management skills to handle multiple tasks simultaneously.
- Adaptability and a willingness to learn and stay updated on industry trends and product developments.
- A proactive and self-motivated attitude with a passion for driving business growth.

Who you are:

- 3+ years of relevant experience, ideally at a B2B startup
- Proven ability to operate in a fast paced environment and adapt to dynamic targets
- Understanding of the BDR / Sales process
- Consistent, methodical, and organized
- Excellent verbal and written communication skills

Bonus points if you have experience in the payments space

## Benefits & Perks

- Insurance (Medical, Dental, Vision, LTD and a variety of other programs)
- 401k
- Equity

Variable Base + Commission + Equity (based on experience)

*Equal Opportunities Employment Statement* It is our policy to provide equal opportunities for all employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (including color, nationality and ethnic and national origin), religion or belief, sex or sexual orientation.

If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact us directly.

## About Checkbook

## Company Overview
- **One-liner**: Checkbook is an API-first digital payments platform that enables businesses to disburse payments at scale across all major US payment rails, requiring only a recipient’s name and email.
- **Entity Type**: Private (Series A)
- **Headquarters**: San Mateo, California, USA
- **Founded**: 2015
- **Founders**: PJ Gupta (former Chief Network Architect at Visa)

## Core Business
- **Primary industry**: Financial Services / Payment Infrastructure
- **Target customers**: B2B – insurance carriers, property TPAs, marketplaces, financial services companies, enterprises of all sizes
- **Mission**: To simplify payment disbursements by eliminating paper checks and the burden of collecting sensitive banking data, enabling businesses to send funds efficiently, securely, and at scale.

## Products & Services
- **Digital Disbursement Platform (API)**: A single RESTful API that connects businesses to all major US payment rails – ACH, Real-Time Payments (RTP), FedNow, digital checks, paper checks, push-to-card (Visa Direct), virtual cards, Zelle, Venmo, PayPal, and wire transfers. Payments are initiated with only the recipient’s name and email; no enrollment or banking data required. Includes batch workflows, integrations with QuickBooks Online and AccountingSeed, and a white-label dashboard. [checkbook.io](https://checkbook.io/)
- **sureti (Insurance Claims Payment Solution)**: Acquired in January 2025, sureti is an end-to-end payment platform purpose-built for the property insurance claims ecosystem. It eliminates multi-party check issuance, provides geospatial fund release substantiation, and integrates with mortgage lenders and lienholders. [insurtechlist.com](https://insurtechlist.com/companies/checkbook/)
- **Virtual Cards & Push-to-Card**: Enable instant disbursements to Visa/MasterCard debit cards, including global push-to-card via Visa Direct. [checkbook.io](https://checkbook.io/)
- **Digital Wallet Transfers**: Support for PayPal and Venmo disbursements, launched in March 2025. [linkedin.com](https://www.linkedin.com/company/checkbook)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Annual Revenue of USD 6.0M (LinkedIn estimate) | Total Funding of USD 24.15M across multiple rounds, including a USD 10M Series A led by MassMutual Ventures (Nov 2021) and participation from Plug and Play Tech Center. [linkedin.com](https://www.linkedin.com/company/checkbook) | [tracxn.com](https://tracxn.com/d/companies/checkbook/__v1UqugMD4B1PL0djG6sbcZe-24K2FiacnQE58ZnQ5-s)
- **Notable Investors/Partners**: MassMutual Ventures, Plug and Play Tech Center, J.P. Morgan, Visa
- **Growth Signals**: 
  - Acquired sureti (Jan 2025) to deepen insurance vertical capabilities.
  - Launched global push-to-card payments powered by Visa Direct (Feb 2025).
  - Integrated PayPal and Venmo digital wallet transfers (Mar 2025).
  - Recognized as a Leader in B2B Digital Payment Systems by Frost & Sullivan (Apr 2025).
  - Won two TSG Real Transaction Metrics Awards (2025).
  - Over 98,000 merchants on the platform. [insurtechlist.com](https://insurtechlist.com/companies/checkbook/)
  - Employee count grew from 33 (LinkedIn) to 52 (Tracxn, May 2026), indicating scaling.

## Competitive Advantages
- **Single API for all US payment rails**: No other processor offers such a unified, easy-to-integrate solution covering ACH, RTP, FedNow, checks, cards, and digital wallets.
- **No recipient enrollment required**: Payments can be sent knowing only name and email – drastically reducing friction compared to platforms that require bank account or card details upfront.
- **White-label customization**: Full control over user experience, emails, and branding – ideal for marketplaces and platforms.
- **Deep insurance vertical expertise**: The sureti acquisition gives Checkbook a specialized, end-to-end solution for property claims disbursements, including geospatial validation and lender integration.

## Strategic Focus
- **Insurance vertical expansion**: Leveraging sureti to become the go-to payment platform for property and casualty insurance carriers, TPAs, and catastrophe management teams.
- **Global push-to-card and wallet integrations**: Expanding into real-time international disbursements via Visa Direct and popular digital wallets (PayPal, Venmo) to serve a broader range of payout use cases.
- **Developer experience and ease of integration**: Continuing to invest in API documentation, pre-built integrations, and a 10-minute setup promise to attract more developers and platforms.

## Why Work Here
- **Culture**: “Work hard – play hard” environment with a close-knit, “all for one, one for all” team. The company emphasizes transparency, specificity over corporate speak, and mutual support. [greenhouse.io](https://job-boards.greenhouse.io/checkbook)
- **Work Model**: HQ in San Mateo, CA with multiple office locations in the area. Some roles (e.g., Internship Talent Pool) list “HQ or Remote” – indicating flexibility. [linkedin.com](https://www.linkedin.com/company/checkbook)
- **Engineering Culture**: API-first, developer-friendly platform; engineers work on cutting-edge payment rails, integrations, and infrastructure.
- **Perks & Growth**: Fast-growing company (recent funding, acquisition, awards) offering exposure to fintech innovation and career advancement. Employee rating of 4.3/5 on LinkedIn, with high marks for career development (4.4) and culture (3.9). [linkedin.com](https://www.linkedin.com/company/checkbook)
- **Open Roles**: Currently hiring for Mailroom Operations Associate and an Internship Talent Pool – ideal for those looking to get hands-on in a growing fintech startup. [greenhouse.io](https://job-boards.greenhouse.io/checkbook)

## Sources
1. [greenhouse.io](https://job-boards.greenhouse.io/checkbook) – Careers page and culture description
2. [checkbook.io](https://checkbook.io/) – Product details, API documentation, and integrations
3. [linkedin.com](https://www.linkedin.com/company/checkbook) – Company overview, financials, employee count, funding, reviews, and recent news
4. [tracxn.com](https://tracxn.com/d/companies/checkbook/__v1UqugMD4B1PL0djG6sbcZe-24K2FiacnQE58ZnQ5-s) – Funding history, competitor landscape, and employee count
5. [insurtechlist.com](https://insurtechlist.com/companies/checkbook/) – Detailed product description, insurance vertical focus, and acquisition details

## Other roles at Checkbook

- [Senior Full Stack Engineer](https://feeny.ai/job/senior-full-stack-engineer-checkbook-san-mateo-21319xd9687x) — San Mateo, CA
- [Mailroom Operations Associate](https://feeny.ai/job/mailroom-operations-associate-checkbook-san-mateo-2sygwnfgst64) — San Mateo, CA
- [Checkbook Internship Talent Pool](https://feeny.ai/job/checkbook-internship-talent-pool-checkbook-san-mateo-pzjx5fgv1f3e) — San Mateo, CA
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