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Business Development Manager - Financial Services

1 month, 2 weeks 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 5

Description

  • Build and manage a focused book of target accounts and prioritize prospects by market opportunity, fit, urgency, and likelihood to convert.
  • Develop account plans that map stakeholders, buying processes, competitive dynamics, whitespace, and next best actions.
  • Generate qualified meetings through outbound prospecting across email, phone, LinkedIn, referrals, events, and other channels.
  • Own personal pipeline creation targets and build sufficient early-stage pipeline to support quota attainment.
  • Partner with SDRs and Marketing to improve target account penetration, campaign follow-up, event activation, and meeting conversion.
  • Lead discovery conversations, deliver persuasive storytelling, and connect Consumer Edge’s data and insights to client outcomes.
  • Run deals with strong control through multithreading, objection handling, business case development, stakeholder alignment, negotiation, and closing.
  • Own newly won relationships for the first 12 months and identify cross-sell and upsell opportunities.
  • Maintain CRM data, account plans, opportunity progress, activity tracking, and forecasts in Salesforce.
  • Ensure smooth post-sale transition to Client Success for effective onboarding.

Requirements

  • 4+ years of successful new business sales experience with a consistent track record of winning new logos and exceeding quotas.
  • 3+ years selling alternative data, data analytics, research, or adjacent solutions into financial services clients.
  • Experience selling to buy-side investors such as hedge funds, asset managers, family offices, and pension funds, ideally.
  • 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 with CRM hygiene and forecast discipline.
  • Strong understanding of the investment landscape and, ideally, an existing network within the institutional investor and financial services ecosystem.

Benefits

  • Annual base salary of $110,000-$140,000, depending on experience.
  • Commissions with additional 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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