Business Development Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and implement an account-based growth strategy within the financial services sector.

• Conduct research on prioritized banks and credit unions, focusing on their leadership, technology frameworks, key priorities, and ongoing initiatives.

• Keep track of engagement triggers, including executive changes, mergers, technology upgrades, modernization efforts, and customer or member experience initiatives.

• Identify key executives and influencers in areas such as technology, operations, digital services, member experience, data management, and marketing.

• Utilize connections with companies, employees, advisors, clients, and partners to facilitate introductions.

• Perform personalized outreach through various channels including phone calls, emails, LinkedIn, events, and referrals.

• Collaborate with technology partners like Creatio and Boomi on shared target accounts, introductions, and joint initiatives.

• Engage in discovery conversations to comprehend challenges and the current operational state.

• Pinpoint needs related to CRM, integration, data management, workflow automation, member experience, and modernization.

• Transition qualified opportunities to sales and consulting teams.

• Monitor account development, pipeline progress, partner-assisted activities, and account intelligence using the CRM system.

⛳️ Requirements

• 3 to 5+ years of experience in business development, account management, enterprise sales, fintech, financial services, consulting, enterprise software, or a related domain.

• Proficiency in researching organizations and identifying the appropriate decision-makers and influencers.

• Excellent written and verbal communication skills, with the ability to engage credibly with senior business and technology leaders.

• Ability to initiate relationships through phone, email, LinkedIn, events, and referrals.

• Familiarity with CRM systems and sales or business development tools.

• Experience working with banks, credit unions, fintech companies, or financial services technology providers.

• Knowledge of core banking systems, CRM, integration, data management, digital banking, or workflow automation platforms.

• Experience in account-based marketing, named-account sales, or strategic account development.

• Established relationships with executive-level buyers.

🏝️ Benefits

• No benefits or compensation extras specified.