Business Development Representative, Fintech

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Conduct research on public sector entities to pinpoint finance, treasury, investment, accounting, and operational contacts.

• Generate targeted outreach lists utilizing CRM data, online research, sales tools, and prospecting techniques.

• Engage with potential clients and existing contacts via phone, email, LinkedIn, and various other channels.

• Customize messaging, navigate gatekeepers, manage objections, and follow up effectively to secure qualified meetings and demonstrations.

• Assess incoming interest and pursue marketing and event leads.

• Transition opportunities to the sales team with comprehensive context.

• Maintain a balance between outreach quality and quantity within a specified market.

• Acquire knowledge of SymPro’s investment, debt, and cash management product suite along with the public sector treasury management landscape.

• Relay prospect insights to Sales and Marketing to enhance target lists, outreach strategies, and opportunity quality.

• Keep precise CRM records of activities, contacts, follow-ups, and meeting results.

• Utilize research tools, AI-enabled resources, and sales technology to enhance account research and personalize outreach efforts.

• Report directly to the Sales and Marketing Manager.

⛳️ Requirements

• Prior experience in technology, SaaS, sales development, business development, customer service, banking, financial services, public sector, or any other customer-facing role is advantageous.

• Goal-oriented, tenacious, and driven by initiating conversations from scratch.

• Capable of managing unanswered calls, rejection, and objections effectively.

• Proficient in identifying, researching, and qualifying potential customers using account information, online research, CRM data, and sales tools.

• Excellent written and verbal communication skills.

• Skilled in tailoring messages to the audience and engaging professionally with finance and treasury stakeholders.

• Able to ask insightful questions, manage objections, and establish trust.

• Strong sense of ownership, follow-through, and meticulous recordkeeping.

• Eager to learn about SymPro’s products, the public sector market, and treasury management workflows.

• Comfortable with learning CRM systems, sales tools, and AI-enhanced research or outreach tools.

• Capable of exercising judgment and thoroughly reviewing content before sending outreach communications.

• This is a full-time remote position available in the United States or Canada.

🏝️ Benefits

• Bonus and commission opportunities.

• Chance to learn from seasoned sales professionals.

• Exposure to the comprehensive sales process, including sales discussions and product demonstrations.

• Career advancement opportunities into inside sales, account management, customer success, or other commercial positions.

• Virtual interview process.

• Disability accommodations available upon request.