Business Development Representative, Fintech

Posted 4 days ago

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About the role

  • 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
  • Virtual interview process
  • Disability accommodations available on request

Job type

Full Time

Experience level

Mid levelSenior

Salary

$60,000 - $70,000 per year

Degree requirement

No Education Requirement

Location requirements

RemoteUnited States

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