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 organizations to identify key contacts in finance, treasury, investment, accounting, and operations.

• Create focused outreach lists utilizing CRM data, online research, sales tools, and prospecting techniques.

• Reach out to potential customers and existing contacts via phone, email, LinkedIn, and additional channels.

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

• Assess inbound interest and follow up on leads generated from marketing and events.

• Transition opportunities to the sales team with comprehensive context.

• Acquire knowledge of SymPro’s investment, debt, and cash management product offerings as well as the public sector treasury management environment.

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

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

• Leverage research tools, AI-driven technologies, and sales innovations to enhance account research and customize outreach.

• Report directly to the Sales and Marketing Manager.

⛳️ Requirements

• Driven, persistent, and enthusiastic about initiating conversations from the ground up.

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

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

• Strong written and verbal communication skills.

• Skilled in adapting messaging to suit diverse audiences.

• Competent in engaging finance and treasury stakeholders, posing insightful questions, handling objections, and building rapport.

• Demonstrates strong ownership and follow-through on tasks.

• Able to effectively manage follow-ups and maintain accurate records.

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

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

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

• Capable of exercising judgment and thoroughly reviewing outreach content.

• Must be able to work remotely from the United States or Canada.

🏝️ Benefits

• Established product with a compelling narrative to present to the market.

• Opportunity to learn from seasoned sales professionals.

• Gain exposure to the overall sales process, including sales discussions and product demonstrations.

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

• Bonus and commission structure available.

• Virtual interview process.

• Commitment to equal employment opportunities.

• Accommodations available upon request for individuals with disabilities.