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US Ireland

  • Drive new logo growth across global financial services accounts, building and executing strategic account plans.
  • Generate qualified meetings through proactive outbound prospecting and partner closely with SDRs and Marketing.
  • Manage full sales cycle from discovery to close, with strong deal control and forecast discipline.

Business Development Financial Services Outbound Prospecting Salesforce

20 jobs similar to Business Development Manager - Financial Services

Jobs ranked by similarity.

US 3w PTO

  • You will develop industry and location-based accounts and set up quality appointments for Account Executives.
  • You will manage account lists of contacts and strategize emails, calls, and social outreach.
  • You will collaborate with Account Executives, marketing, and sales leadership to drive team unity.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries and a people-first, inclusive culture.

US

  • Generate awareness and build pipeline by prospecting mid-market customers through outbound channels and following up on qualified inbound leads.
  • Qualify prospects, manage a portfolio of target accounts, and ensure seamless handoffs to Account Executives.
  • Partner closely with Mid-Market Sales and Marketing, reengage stalled opportunities, and contribute to team growth.

Lightcast is a global leader in labor market insights, providing data and solutions that drive economic prosperity and mobility. Headquartered in Moscow, ID, with offices worldwide, the company values diversity and encourages employees to bring their authentic selves to work.

$100,000–$125,000/yr
US

  • Generate $10M in annual contract value by positioning Genpact's BPO, ITO, and consulting offerings.
  • Develop and execute a strategic sales plan to close outsourcing engagements from $25M to $100M+ with C-level buyers.
  • Build and maintain a pipeline of opportunities while serving as a trusted advisor and representing Genpact at industry events.

Genpact is an agentic and advanced technology solutions company that leverages process intelligence and artificial intelligence to deliver measurable outcomes for global enterprises. With 140,000+ employees, it fosters a values-driven culture of innovation, integrity, inclusion, and client centricity.

$70,000–$92,000/yr
US Unlimited PTO

  • Support a growing client base by demonstrating value and driving engagement with research and data products.
  • Identify and activate new users on existing accounts while nurturing upsell opportunities and advocating for client needs.
  • Develop sales and account management skills with clear progression to Account Manager in a fast-paced, data-driven environment.

YipitData is the leading market research and analytics firm for the disruptive economy, analyzing billions of alternative data points into actionable insights. The fast-growing, people-centric company operates globally, recently raised $475M, and is an Inc. Best Workplace.

$60,000–$70,000/yr
US Unlimited PTO

  • Cultivate new business opportunities and create outreach strategies to connect with senior finance executives.
  • Develop a strong understanding of client pain points and how FloQast's platform solves them.
  • Meet or exceed activity targets for outbound communication, qualifying calls, and booked demos.

FloQast is an AI-powered accounting transformation platform built by former accountants to automate complex accounting workflows. Trusted by over 3,500 accounting teams, it has been consistently rated a Best Place to Work and values authenticity, ambition, and collaboration.

US

  • Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.
  • Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.
  • Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.

Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and their teams. We're a fast-growing team building AI-powered software that advisors actually want to use.

US

  • High volume outbound prospecting (80+ calls per day) to present Wealthbox and qualify prospects.
  • Collaborate with Account Executives to develop prospecting strategies and convert leads to opportunities.
  • Exceed weekly, monthly, and quarterly quotas for pipeline generation and scheduled meetings.

Wealthbox is the #1 CRM software platform for financial advisors, used by tens of thousands of advisors and their teams. We're a fast-growing company building AI-powered software advisors actually want to use.

$130,000–$160,000/yr
US Unlimited PTO

  • Own Tier 1 banking commercial strategy and lead complex enterprise sales cycles from prospecting to close.
  • Open doors into strategic accounts using deep banking industry knowledge and an established professional network.
  • Build executive-level relationships and develop a repeatable sales playbook for YipitData's banking vertical.

YipitData provides market research and analytics for the disruptive economy, turning billions of data points into actionable insights. It operates globally with offices in the US, APAC, and India, and its culture has been named a Best Workplace by Inc. for three years.

US UK Germany Unlimited PTO

  • Proactively source and build your own pipeline through outbound prospecting and networking.
  • Own large, complex deals ($500K+ ACV) from first contact through close.
  • Coordinate strategy and account management teams to deliver the pitch and recommendation.

Acceleration Partners is the world's largest partnership marketing agency, connecting brands through affiliate, influencer, and B2B marketing. Its global team of 300+ is fully remote and focused on data-driven strategies and work/life balance.

EMEA

  • Drive pipeline by prospecting into key accounts via email, calls, and LinkedIn
  • Craft personalized outreach to high-priority leads through research-driven targeting
  • Communicate Fal’s value proposition and act as a brand ambassador

Fal is a generative media ecosystem for AI products, providing infrastructure, tools, and model access for developers and enterprises. It is a fast-paced startup focused on scaling AI-native products.

US

  • Participate in approximately 8–12 client meetings per day once fully ramped, managing a high-volume pipeline of inbound opportunities.
  • Guide prospects through the sales process from initial engagement through onboarding, building trust-based relationships.
  • Leverage CRM, communication, and planning technologies to manage workflows efficiently and improve conversion rates.

PCM Encore is a wealth management and family office platform focused on helping clients evaluate and access comprehensive financial services. It is a rapidly growing national acquisition platform with a remote team and direct access to founders and executive leadership.

US Unlimited PTO

  • Serve as the primary point of contact for prospective clients, establishing trust through consultative conversations and communicating Allworth's value proposition.
  • Drive organic growth by executing high-volume outreach, managing objections, and advancing qualified opportunities to the external sales team.
  • Maintain accurate CRM data and collaborate with sales leadership to improve processes and achieve team goals.

Allworth Financial is an independent investment advisory firm providing holistic wealth planning solutions across investment, tax, retirement, and estate planning. The firm is a high-growth, private equity-backed multibranch RIA with a 97% client retention rate and top 15 Barron's ranking.

$65,000–$75,000/yr
US

  • Generate and qualify new leads through outbound and inbound prospecting.
  • Build and manage a pipeline of qualified opportunities for sales.
  • Collaborate with Sales and Marketing and maintain CRM records.

Coface provides trade credit insurance, business information, and debt collection solutions to help companies navigate uncertainty. With 5,200 experts in 58 countries, it fosters a culture of learning, collaboration, and inclusion.

North America

  • Act as a trusted business advisor to C-level audiences, leveraging deep knowledge of Boomi technology to drive platform adoption and expansion.
  • Identify and pursue upsell and cross-sell opportunities within an existing book of Emerging Growth and Mid Market banking and financial services accounts.
  • Develop and execute account plans, forecast sales, and track critical metrics to achieve revenue growth targets.

Boomi is a data activation company that powers AI-driven enterprises with its Enterprise Platform for secure, scalable connectivity. Trusted by over 30,000 customers and 800+ partners, Boomi hires trailblazers with an entrepreneurial spirit and values diversity and authenticity.

US

  • Manage a New Business sales team focused on Financial Services, driving deals and delivering revenue targets.
  • Recruit, hire, and ramp AEs while retaining top talent and holding the team accountable to KPIs.
  • Partner with Marketing, Product, and Pre-sales teams to exceed high growth targets.

AlphaSense is an AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations. It is a high-growth company with a performance-driven culture and a team of top sales performers.

Europe

  • Build Dataroid's presence in your target market from the ground up, developing a new business pipeline.
  • Develop and execute a go-to-market approach focused on banks and financial institutions.
  • Build relationships with senior decision-makers, secure executive-level meetings, and work with Dataroid's leadership to advance opportunities.

Dataroid is an award-winning digital analytics and customer engagement platform that helps leading brands enhance customer experiences through deep customer insight and omnichannel marketing. It's a fast-growing company reshaping experiences for over 500 million users, with a close-knit, transparent culture.

UK

  • Own the full sales cycle for new UKI mid-market logos and exceed revenue quotas across our Financial Crime portfolio.
  • Be a trusted advisor, understand customer challenges, and position our solutions to solve their business issues.
  • Build pipeline, support sales partners, attend industry events, and keep product knowledge current.

NICE provides financial crime, risk and compliance software used by 25,000+ businesses and 85 of the Fortune 100. With 8,500 employees across 30+ countries, we are an ambitious, collaborative team that plays to win and constantly raises the bar.

$80,000–$90,000/yr
US

  • Build Jump's outbound sales motion and source reliable qualified pipeline every month.
  • Carry a meetings quota and build a pipeline of $100k ARR each month.
  • Cold call and email prospects to book meetings, using the latest AI-enabled sales tech.

Jump empowers financial advisors and their clients with an AI assistant for client meetings and workflows. It is an early-stage Series A company launched in 2023, backed by top VCs, with a culture of High Velocity, World Class, and Direct + Kind + No Drama.

$110,000–$130,000/yr
US Unlimited PTO

  • Own the tiered target account list and orchestrate account-based marketing plays across buying committees.
  • Run multi-channel demand generation across content, digital, events, and sales to grow Corporate Tech pipeline.
  • Measure program performance and scale winning plays to hit SAO and revenue targets.

YipitData is a market research and analytics firm for the disruptive economy, analyzing billions of data points for actionable insights. We operate globally and our award-winning culture emphasizes transparency, ownership, and continuous mastery.

$140,000–$165,000/yr
North America Unlimited PTO

  • Own pipeline, forecast, and closed revenue for Salesforce, data, and AI across your territory.
  • Sell AI-first using agents and AI tooling to research, prepare, and draft proposals.
  • Quarterback solution architects and engineers to scope, estimate, and win deals.

Zennify is a data engineering and customer experience consultancy for regulated industries, delivering Salesforce, data, and AI solutions. We're a remote team with 750+ certifications, 600+ Salesforce projects, and a 4.9/5 CSAT, backed by Tercera and Salesforce Ventures.