Company: Financial Services
Status: Full Time
Location: Dallas OR

About the Role

As a Business Development Representative at OpenRoad Financial Services (ORFS), you will be responsible for prospecting, qualifying, and closing new accounts. You will focus on selling to new clients while developing and growing existing accounts. Our top performers are highly self-motivated with an outgoing, ambitious, and dynamic sales personality.  Above all, you should possess the innate desire to see others succeed, which will allow you to craft unique solutions that will genuinely help our prospective clients while dually promoting ORFS’ interests.


  • Source and develop new business opportunities
  • Build and maintain new and current customer relationships
  • Manage and maintain a robust pipeline
  • Achieve and exceed established goals
  • Maintain superior product knowledge
  • Introduce promotions and opportunities to current clients
  • Cross-sell multiple solutions to maximize yield, consistent with strategies set by senior management
  • Negotiate discounts fees and other associated fees
  • Maintain accurate records of sales calls
  • Email agreements to clients and make follow up calls or emails to verify they received the documents
  • Once documents have been received and signed, enter new client in FactorFox
  • File UCC filing
  • Email the Welcome Letter to new clients and follow up with phone call to go over processes
  • Introduce the account managers to the client
  • Maintain a positive attitude and focus on customer satisfaction in a fast-paced environment
  • When required, attend conferences and meetings to enhance growth and keep up on the latest changes in the industry


  • Experience with computers
  • High productivity
  • Effective communicator in written and verbal formats
  • Reliable
  • Professional behavior, appearance, and communication
  • Possess strong organizational and time management skills
  • Self-motivated
  • Support the company and its mission by exemplifying OpenRoad’s values
  • Ability to perform objective decision-making
  • Focus on personal and professional growth

Why OpenRoad

  • Advance your career with a reliable company committed to sustainable growth
  • Full benefits package including 401k, Safe Harbor match, PTO, paid holidays, medical/dental/vision insurance, and more
  • Competitive salary with opportunities for professional growth
  • Professional, fast-paced, collaborative culture
  • Flexible work schedules
OpenRoad is a growing provider of supply chain and logistics solutions to companies all around the world. We leverage our industry expertise and cutting-edge technology to create lasting relationships with our customers, helping them conquer challenges and seize growth opportunities. As a nationally recognized Top Workplace and Inc. 5000 fastest-growing company, we are aiming for greatness – and it all begins with the incredible people who call OpenRoad their home.

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