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Business Development Manager - Financial Services

1 day, 15 hours ago
United States
Full-time
Senior
Business Development
Sales and Business Development
CRM Salesforce
Apply Now
Consumer Edge

Consumer Edge

Empowering Global Markets with Unrivaled Consumer Intelligence

Professional Services
View All Jobs 3

Description

  • Build and manage a focused book of target accounts, prioritizing prospects by fit, urgency, opportunity, and likelihood to convert.
  • Develop account plans that map stakeholders, buying processes, competitive dynamics, whitespace, and next best actions.
  • Generate qualified meetings through proactive outbound prospecting across email, phone, LinkedIn, referrals, events, and other channels.
  • Create tailored outreach strategies and messaging based on investor workflows, market conditions, and Consumer Edge’s value proposition.
  • Partner closely with SDRs and Marketing to improve account penetration, campaign follow-up, meeting conversion, and pipeline generation.
  • Provide frontline feedback to help sharpen messaging, improve lead quality, and increase funnel conversion.
  • Lead discovery conversations, deliver persuasive storytelling, and manage opportunities through objection handling, business case development, and stakeholder alignment.
  • Lead negotiations and close deals while protecting long-term value.
  • Own newly won relationships during the first 12 months, including cross-sell and upsell identification and transition to Client Success.
  • Maintain strong CRM hygiene, account planning, opportunity tracking, and forecast discipline.

Requirements

  • 4+ years of successful new business sales experience with a track record of winning new logos and exceeding quotas.
  • 3+ years selling alternative data, data analytics, research, or adjacent solutions into financial services clients, ideally buy-side investors such as hedge funds, asset managers, family offices, and pension funds.
  • Proven ability to build, prioritize, and execute against a target account book with strong account planning discipline.
  • Demonstrated success in self-sourced outbound prospecting and securing meetings through proactive outreach.
  • Strong experience partnering with SDR and Marketing teams to generate pipeline and improve conversion.
  • Excellent sales skills across discovery, storytelling, objection handling, negotiation, and closing.
  • Strong command of the full sales cycle, from prospecting through contract execution and early account growth.
  • Experience working in Salesforce and performing CRM hygiene and forecast discipline as core parts of the role.
  • Strong understanding of the investment landscape and ideally an existing network within the institutional investor and financial services ecosystem.
  • Clear, concise written and verbal communication skills with the ability to simplify complex data concepts for senior commercial and investment audiences.
  • High integrity, strong ownership mentality, and comfort operating in a fast-paced, build-the-plane environment.
  • Ability to reside in one of the following states or Washington, DC: CA, CO, CT, FL, ID, IL, LA, MA, MD, NC, NJ, NY, PA, RI, TN, TX, UT, VA, WA, WI.

Benefits

  • Annual base salary of $110,000 to $140,000 depending on experience.
  • Commission upside.
  • Company equity.
  • 401(k) matching.
  • Work-from-home flexibility.
  • Subsidized health benefits.

Interested in this position?

Apply directly on the company website

Apply Now

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