Job Description

Business Development Manager (New Business)

Leadership & Team Development

• Lead, mentor, and develop a small team of AEs and BDRs, fostering a high-performance and collaborative culture

• Set clear targets, manage performance, and provide regular coaching and feedback

• Support the team in refining outreach strategies, improving conversion rates, and navigating complex deals

• Assist with recruiting and onboarding new team members as the business scales

• Report on team pipeline health, activity metrics, and performance to senior leadership

Business Development

• Prospect and develop relationships with key decision-makers at lenders, fintechs, banks, and other financial institutions

• Own the full sales cycle from initial outreach and discovery through demo, proposal, negotiation, and close

• Develop a deep understanding of our product and articulate its value proposition clearly to technical and non-technical stakeholders

• Identify and pursue strategic partnership opportunities with complementary SaaS platforms, systems integrators, and fintech ecosystems

• Represent the company at fintech industry events, trade shows, and conferences (e.g., Money20/20, Finovate)

• Feed market and client insights back to the product team to inform the roadmap

Cross-Functional Collaboration

• Work closely with sales, product, and customer success teams to ensure seamless client handoffs and strong onboarding experiences

• Partner with marketing to align on messaging, campaigns, and lead generation strategies

• Maintain accurate pipeline data and forecasts in the CRM and report regularly on team and individual performance

Qualifications

• 5+ years of experience in business development or B2B sales, with at least 2 years selling SaaS into financial services

• Experience managing or mentoring a sales or BDR team, with a passion for developing talent

• Demonstrated ability to close complex, multi-stakeholder deals with long sales cycles

• Familiarity with the fintech landscape — including regulatory considerations, core banking systems, APIs, and digital transformation trends

• Strong consultative selling skills with the ability to tailor messaging to C-suite, compliance, and technical audiences

• Comfortable working in a fast-moving, high-growth startup or scale-up environment

• Proficiency with CRM tools such as Salesforce or HubSpot

• Bachelor's degree in Business, Finance, or a related field

Nice to Have

• Experience selling to compliance, risk, or finance teams

• Existing network within banking, lending, payments, or wealthtech

• Understanding of open banking, embedded finance, or API-first platforms