Practice 29 Fintech BDR interview questions covering payments, SaaS sales, and financial technology expertise.
Question 17 of 29
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A fintech business development representative needs to be organized and able to prioritize their workload. Tell the interviewer how you accomplish this. You might mention using a CRM program to keep track of your calls, a calendar to record important dates, and email invites to help ensure prospects keep their appointments with you. Talk about how you keep from becoming overwhelmed.
"Sometimes things get really busy in this role. I currently work for an investment research company, so earnings seasons is a big deal when it rolls around. It impacts the timing of the calls I make, how prospects react to being unexpectedly contacted, and more. To account for this, I rely heavily on my Google calendar. In advance, I mark down when earnings season is so I'm never caught off-guard and know when to switch the timing of my call blocks. I also use our internal CRM platform to keep track of the calls and follow-ups I need to make. If I schedule a demo or onsite with a prospect, I send them a calender invite so the appointment immediately goes on both our calendars. To prioritize, I meet with my team daily so we can discuss team-wide prioritization, which helps determine how I will structure my day and what prospects I will focus on. Using these various methods allows me to stay on track, efficient, and calm."

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Written by Marcie Wilmot
29 Questions & Answers • Fintech Business Development Representative
By Marcie
By Marcie