Job Description

Who We Are:
At Formations, we're on a mission to empower the self-employed through every stage of their journey. Based in Seattle, we're a tech-forward startup that's revolutionizing financial management for independent professionals. We understand that running your own business is challenging enough without the added complexity of taxes, accounting, and financial planning. That's why we've created a solution that not only simplifies these processes but also unlocks significant financial benefits for our clients.

What We Do : Formations offers a groundbreaking AI-powered platform that transforms how self-employed professionals manage their finances, from entity formation and structure, to accounting, to tax management. On average, our thousands of customers save $14,801 per year by working with us.
By combining cutting-edge technology with expert financial guidance, Formations empowers self-employed professionals to focus on what they do best – growing their business – while we handle the complexities of financial management and optimization.
We are looking for a Business Development Representative (BDR) to drive lead research, qualification, and conversion optimization by engaging potential customers, gathering insights, and routing them effectively within Formations.

The Role
This BDR role is unique—it’s not just about booking meetings. You will play a crucial role in understanding why leads drop off, refining the customer journey, and improving the overall conversion funnel. Your work will directly shape the Head of Sales at Formations.
What You’ll Do

• Lead Engagement & Qualification:
  • Contact leads who have submitted information but have not converted.
  • Determine whether they are a fit for self-serve onboarding or should speak with a Formations sales specialist.
  • Conduct structured discovery calls to uncover friction points in the signup process.
• Data-Driven Research & Optimization:
  • Identify common objections, usability challenges, or misunderstandings that prevent conversion.
  • Log feedback in HubSpot to identify trends.
  • Work closely with the Head of Sales to refine messaging, onboarding flow, and automation based on insights.
• Conversion-Focused Outreach & Follow-Up:
  • Test re-engagement strategies for leads who previously dropped off.
  • Test different talk tracks, emails, and automated sequences to improve conversion rates.
  • Provide structured feedback to continuously improve both self-serve and assisted sales pathways.
• Lead Routing & CRM Management:
  • Ensure that high-value leads who do not convert through self-serve are routed to Formations sales reps.
  • Maintain detailed tracking and reporting of lead interactions and status in CRM.

What We’re Looking For

• 1+ years of experience in sales, business development, customer research, or lead qualification (B2B or B2C preferred).
• Strong phone and email communication skills—confident, clear, and persuasive.
• Analytical mindset—ability to spot patterns in data, track trends, and refine outreach based on findings.
• Curious & Coachable—eager to learn, take feedback, and iterate quickly.
• Tech-savvy—comfortable using CRM tools and sales automation platforms.
• Passion for helping self-employed professionals and small business owners succeed.

Bonus Points If You:
Have experience in fintech, SaaS, or selling to self-employed professionals.

Compensation range $50-75K

About Formations Corp

Founded in 2019, Formations Corp is a FinTech startup based in Kirkland, WA. We're on a mission to help self-employed individuals maximize their financial and personal well-being.

Self-employed owners start their businesses to focus on their clients and their impact, not to spend half their days pouring over their books and stressing about taxes. Formations wants to give our customers the time and peace of mind to do what they do best – and to help them earn the most for it. This means we do all the back-of-the-house financial work to maximize our customers’ business health and compliance, tax savings, retirement benefits, and peace of mind.

This full-time position offers a competitive base salary and and full benefits package:

• We go above and beyond in our commitment to our staff's health, well-being, and happiness by also offering flexible paid time away from work
• Medical, dental vision
• Generous parental leave
• Life insurance
• 401K plan including employer matching.Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
• Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
• Formations encourages employees to give back with paid volunteer time of up to 16 hours a year.
• Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms
• Positive and collaborative culture
• Opportunity to influence the shape of the company

Formations Corp is an equal opportunity employer.

Job Tags

Full time, Self employment, Immediate start, Flexible hours,

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