Senior Business Development Representative

3 weeks ago
Full-time
Senior
Sales and Business Development
Calabrio

Calabrio

Calabrio offers an AI-powered workforce engagement management software suite designed specifically for contact centers, focusing on optimizing agent performance and enhancing customer interactions to foster brand loyalty.

Professional Services
251-1K
Founded 2007
$34M raised

Description

  • Research, prioritize, and develop target banks, credit unions, and financial institutions.
  • Build and manage outbound prospecting campaigns across email, phone, LinkedIn, events, referrals, and account-based outreach.
  • Research prospects’ branch networks, operating models, staffing challenges, customer experience goals, and technology environments.
  • Engage senior stakeholders across retail banking, branch operations, workforce planning, digital banking, customer experience, and transformation.
  • Qualify opportunities by identifying business pain, decision drivers, budgets, buying processes, competition, and executive sponsorship.
  • Present the value of branch workforce management, forecasting, capacity planning, scheduling, appointment booking, and customer engagement solutions.
  • Collaborate with Account Executives, solution consultants, marketing, product experts, and business leaders to advance qualified opportunities.
  • Prepare account research, discovery notes, call summaries, and sales handoff documentation.
  • Maintain accurate CRM activity, pipeline, and opportunity records and use data to manage priorities and forecast outcomes.
  • Represent the company at industry events, webinars, conferences, customer meetings, and executive briefings.

Requirements

  • 5+ years of experience in business development, sales development, account development, or inside sales for B2B SaaS, enterprise software, or financial services technology.
  • Track record of success creating qualified opportunities in complex or enterprise sales environments.
  • Ability to prospect independently into enterprise accounts, engage senior stakeholders, and generate accepted pipeline.
  • Strong understanding of SaaS sales motions, subscription software value propositions, buying committees, and enterprise qualification methods.
  • Ability to explain complex software concepts and business outcomes related to forecasting, staffing, scheduling, appointment booking, and customer engagement.
  • Excellent written and verbal communication skills, including executive-ready outreach and discovery messaging.
  • Strong commercial judgment, business acumen, intellectual curiosity, and understanding of operational efficiency and customer experience.
  • Highly organized, self-directed, metrics-driven, and disciplined in CRM management.
  • Ability to manage multiple target accounts with minimal direction and meet activity, meeting, pipeline, and opportunity-quality targets.
  • Bachelor’s degree preferred; equivalent SaaS, financial services technology, or enterprise business development experience considered. Preferred experience includes retail banking, branch workforce management, appointment booking, queue management, CRM, sales engagement, intent data, or account-based marketing tools.

Interested in this position?

Apply directly on the company website

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