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Business Development Manager – Financial Services
Consumer Edge. Drive new logo growth across global financial services accounts, including hedge funds, asset managers, and family offices.
Posted 11/3/2026full-timeRemote • United States, IrelandMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in new business sales within financial services, focusing on alternative data and analytics. Proven ability to build and manage target account strategies, execute effective outreach, and drive pipeline growth while maintaining strong communication and negotiation skills.
Highest-signal resume keywords
New Business Sales ExperienceAlternative Data SalesAccount Planning DisciplineOutbound ProspectingSalesforce CRM Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementPipeline CreationNegotiationObjection HandlingData AnalyticsMarket IntelligenceForecast AccuracyAccount ManagementStakeholder AlignmentBusiness Case Development
Soft Skills
Clear CommunicationPersuasive StorytellingOwnership MentalityCollaborationIntegrity
Tools & Technologies
Salesforce
Industry Keywords
Financial ServicesHedge FundsAsset ManagersFamily OfficesBuy-Side InvestorsInvestment LandscapeCRM HygieneClient SuccessMarket DevelopmentsProspecting Channels
About the role
Key responsibilities & impact- Drive new logo growth across global financial services accounts, including hedge funds, asset managers, and family offices.
- Build and manage a focused book of target accounts, prioritizing prospects by opportunity, fit, urgency, and conversion likelihood.
- Develop account plans mapping stakeholders, buying processes, competitive dynamics, whitespace, and next best actions.
- Use data, market intelligence, and pipeline reviews to prioritize opportunities and maintain territory planning, pipeline inspection, and forecast accuracy.
- Generate qualified meetings through outbound email, phone, LinkedIn, referrals, events, and other prospecting channels.
- Own personal pipeline creation targets and build early-stage pipelines supporting quota attainment.
- Create tailored outreach strategies and messaging for investor workflows, market conditions, and Consumer Edge’s value proposition.
- Partner with SDRs and Marketing on target account penetration, campaigns, events, content activation, and outbound themes.
- Provide frontline feedback to improve messaging, lead quality, and funnel conversion.
- Collaborate with management, product, insights, solutions, and customer success on a unified commercial motion.
- Lead discovery conversations and persuasive storytelling connecting Consumer Edge’s data and insights to measurable client outcomes.
- Manage opportunities through multithreading, objection handling, business case development, stakeholder alignment, negotiation, and closing.
- Maintain knowledge of alternative data, buy-side use cases, competitive positioning, and market developments.
- Maintain CRM data, account plans, opportunity progression, activities, and forecasts in Salesforce.
- Ensure smooth post-sale transition to Client Success for new-client onboarding.
Requirements
What you’ll need- 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.
- Must reside in the United States or Dublin, Ireland; US hiring is limited to CA, CO, CT, FL, ID, IL, LA, MA, MD, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, WA, WI, or Washington, DC.
Benefits
Comp & perks- Competitive compensation
- Commission upside
- Company equity
- 401(k) matching
- Work-from-home flexibility
- Subsidized health benefits