Business Development Representative generating qualified sales meetings for SymPro’s public-sector treasury management software. Researching prospects and engaging finance and treasury decision-makers across the United States and Canada.
Responsibilities
Research public sector organizations and identify finance, treasury, investment, accounting, and operational contacts
Build targeted outreach lists using CRM data, online research, sales tools, and prospecting
Contact prospective customers and existing contacts through phone, email, LinkedIn, and other channels
Tailor messaging, navigate gatekeepers, handle objections, and follow up to book qualified meetings and demos
Qualify inbound interest and follow up on marketing and event leads
Hand off opportunities to the sales team with clear context
Balance outreach quality and volume in a defined market
Learn SymPro’s investment, debt, and cash management product suite and the public sector treasury management landscape
Share prospect feedback with Sales and Marketing to improve target lists, outreach cadences, and opportunity quality
Maintain accurate CRM records of activity, contacts, follow-up, and meeting outcomes
Use research tools, AI-enabled tools, and sales technology to improve account research and personalize outreach
Report to the Sales and Marketing Manager
Requirements
Previous experience in technology, SaaS, sales development, business development, customer service, banking, financial services, public sector, or another customer-facing environment is an asset
Goal-focused, persistent, and motivated by creating conversations from the ground up
Able to handle unanswered calls, rejection, and objections
Able to identify, research, and qualify potential customers using account information, online research, CRM data, and sales tools
Clear written and verbal communication skills
Able to tailor messages to the audience and communicate professionally with finance and treasury stakeholders
Able to ask thoughtful questions, handle objections, and build trust
Strong ownership, follow-through, and accurate recordkeeping
Interested in learning SymPro’s products, the public sector market, and treasury management workflows
Comfortable learning CRM systems, sales tools, and AI-enabled research or outreach tools
Able to apply judgment and review content carefully before sending outreach
Full-time remote role based in the United States or Canada
Benefits
Bonus and commission
Opportunity to learn from experienced sales professionals
Exposure to the broader sales process, including sales conversations and product demonstrations
Opportunities for career growth into inside sales, account management, customer success, or other commercial roles
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