Business Development Manager – Financial Services
Posted 2026-05-06
Remote, USA
Full-time
Immediate Start
- Job Description:
- Drive new logo growth across financial services accounts in the North American region.
- Build and manage a focused book of target accounts.
- Develop thoughtful account plans that map key stakeholders and buying processes.
- Generate qualified meetings through proactive outbound activity including email, phone, LinkedIn, referrals, events, and other creative prospecting channels.
- Partner closely with SDRs to improve target account penetration and campaign follow-up.
- Lead compelling discovery conversations that uncover client priorities and evaluation criteria.
- Maintain strong knowledge of the alternative data landscape and market developments.
- 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, ideally buy-side investors including hedge funds, asset managers, family offices, pension funds, etc.
- 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 performing CRM hygiene and applying forecast discipline as core parts of the role.
- Strong understanding of the investment landscape and, ideally, an existing network within the institutional investor, financial services ecosystem.
- Clear, concise written and verbal communication skills, with the ability to simplify complex data concepts for senior commercial and investment audiences.
- High integrity, strong ownership mentality, and comfort operating in a fast-paced, “build-the-plane” environment.
- Benefits:
- competitive compensation
- commission upside
- company equity
- 401(k) matching
- work-from-home flexibility
- subsidized health benefits