Teams at Checkbook

Generate and qualify new business opportunities through outbound prospecting, cold calling, email, social selling, and networking. Research prospects, understand customer needs, communicate Checkbook’s payment solutions, maintain CRM records, nurture leads, and transition qualified opportunities to the sales team. Track performance against targets, report progress to management, and stay informed about fintech, payments, competitors, and market trends.

The Mailroom Operations Associate manages printing and mailing operations, ensuring efficiency while resolving technical issues and coordinating logistics.