Business Development Representative, Fintech

Posted 5 days ago

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About the role

  • Business Development Representative prospecting government agencies and public institutions for SymPro’s treasury management software. Building qualified sales opportunities through research, outreach, qualification, and follow-up.

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 by 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
  • 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

  • Goal-focused, persistent, and motivated to create conversations from the ground up
  • Ability to handle unanswered calls, rejection, and objections
  • Ability to identify, research, and qualify potential customers using account information, online research, CRM data, and sales tools
  • Clear written and verbal communication skills
  • Ability to tailor messaging to different audiences
  • Ability to contact finance and treasury stakeholders, ask thoughtful questions, handle objections, and build trust
  • Strong ownership and follow-through
  • Ability to manage follow-up and maintain accurate records
  • Interest in learning SymPro’s products, the public sector market, and treasury management space
  • Previous experience in technology, SaaS, sales development, business development, customer service, banking, financial services, public sector, or another customer-facing environment is an asset
  • Comfortable learning CRM systems, sales tools, and AI-enabled research or outreach tools
  • Ability to apply judgment and review outreach content carefully
  • Ability to work remotely from the United States or Canada

Benefits

  • Proven product with a compelling story to take to market
  • Learn from experienced sales professionals
  • Exposure to the broader sales process, including sales conversations and product demonstrations
  • Career growth opportunities into inside sales, account management, customer success, or other commercial roles
  • Bonus and commission
  • Virtual interview process
  • Equal employment opportunities
  • Accommodations available on request for people with disabilities

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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