Business Development Specialist

Job Summary

Driven by a passion for financial services, the remote Business Development Specialist will identify, qualify, and nurture high-potential prospects while collaborating with Sales and Marketing teams to influence revenue growth and market penetration.

Key responsibilities

• Prospect and qualify leads within targeted financial services verticals using a direct value-based sales approach
• Conduct discovery calls to understand prospect pain points and map solutions to their specific business needs
• Maintain organized CRM records, track activity metrics, and report on pipeline development with accuracy and detail

Required qualifications

• 1-4 years of B2B SaaS sales, business development, or financial services experience
• Proven track record of exceeding activity and pipeline targets
• Comfort with CRM tools (Salesforce, HubSpot, etc.) and sales engagement platforms
• Self-motivated, resilient, and able to thrive in a fast-paced environment
• Background or familiarity with the financial services industry (banking, wealth management, insurance, fintech, etc.)