Business Development Manager – Financial Services

This is a fully remote position, open to applicants in United States, +24 more locations.

📋 Description

• Develop and oversee a targeted portfolio of accounts, emphasizing prospects based on market potential, compatibility, urgency, and conversion likelihood.

• Create strategic account plans that identify key stakeholders, purchasing processes, competitive landscapes, market gaps, and recommended actions.

• Leverage data, market insights, and pipeline assessments to prioritize efforts on high-opportunity prospects.

• Ensure effective territory management, pipeline evaluation, and forecast precision.

• Schedule qualified meetings through various outreach methods, including email, phone, LinkedIn, referrals, events, and other prospecting avenues.

• Take ownership of personal pipeline creation goals and develop early-stage pipelines to support quota achievement.

• Design customized outreach strategies and messaging tailored to investor workflows, market conditions, and the value proposition of Consumer Edge.

• Collaborate with SDRs to penetrate target accounts, follow up on campaigns, and enhance meeting conversion rates.

• Work in conjunction with Marketing on campaigns, events, content activation, and outbound messaging strategies.

• Provide actionable feedback from the frontline to enhance messaging, lead quality, and conversion rates throughout the funnel.

• Partner with management, product teams, insights, solutions, and customer success to ensure a cohesive commercial strategy.

• Facilitate discovery discussions to identify client priorities, workflows, challenges, and evaluation criteria.

• Present compelling narratives that link Consumer Edge’s data and insights to quantifiable client results.

• Manage opportunities with deal oversight, multithreading, objection resolution, business case formulation, and stakeholder alignment.

• Conduct negotiations and finalize agreements while safeguarding long-term value.

• Stay informed about the alternative data landscape, buy-side applications, competitive positioning, and market trends.

• Maintain high-quality CRM data, account strategies, opportunity development, activities, and forecasts.

• Ensure a seamless transition post-sale to Client Success for the onboarding of new clients.

⛳️ Requirements

• A minimum of 4 years of proven experience in new business sales with a consistent history of acquiring new logos and surpassing quotas.

• At least 3 years of experience in selling alternative data, data analytics, research, or related solutions to financial services clients, particularly buy-side investors such as hedge funds, asset managers, family offices, and pension funds.

• Demonstrated capability to build, prioritize, and execute against a target account portfolio, showcasing strong account planning skills.

• Proven track record in self-directed outbound prospecting and successfully securing meetings through proactive outreach.

• Significant experience collaborating with SDR and Marketing teams to generate leads and enhance conversion rates.

• Exceptional sales skills in discovery, storytelling, objection management, negotiation, and closing.

• Comprehensive understanding of the entire sales cycle, from prospecting to contract finalization and initial account growth.

• Experience with Salesforce for CRM maintenance and applying forecasting discipline as fundamental aspects of the role.

• Strong grasp of the investment landscape, ideally with an existing network within the institutional investor and financial services sectors.

• Clear and concise written and verbal communication abilities, capable of simplifying complex data concepts for senior commercial and investment stakeholders.

• High integrity, a strong sense of ownership, and comfort in a fast-paced, dynamic environment.

🏝️ Benefits

• Competitive salary.

• Potential for commission bonuses.

• Company equity options.

• 401(k) matching program.

• Flexibility to work from home.

• Subsidized health benefits.

• Opportunity to influence a significant growth market.

• Collaborate with intelligent and ambitious colleagues.

• Directly impact our international scaling efforts.