Business Development Representative, Financial Services

InnoData

. Identify and source prospective customers across banking, insurance, asset management, capital markets, wealth management, payments, and fintech .

Posted 10/14/2026full-timeRemote • United StatesJuniorMid-Level💰 $70,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development within financial services, leveraging strong research skills to identify decision makers and generate qualified opportunities. Proficient in engaging with technical and business stakeholders to understand customer needs and deliver tailored solutions.

Highest-signal resume keywords

Business DevelopmentOutbound ProspectingFinancial Services KnowledgeResearch SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales DevelopmentAI Data ServicesPipeline GenerationAccount QualificationTechnical Discussions

Soft Skills

Organizational SkillsConsultative Approach

Tools & Technologies

LinkedInEmail CampaignsIndustry Events

Industry Keywords

BankingInsuranceAsset ManagementCapital MarketsWealth ManagementPaymentsFintechRisk ManagementComplianceDigital Transformation

About the role

Key responsibilities & impact

Identify and source prospective customers across banking, insurance, asset management, capital markets, wealth management, payments, and fintech
Research target accounts for AI initiatives, strategic priorities, technology investments, organizational changes, product launches, and other business triggers
Identify and engage decision makers across AI, data science, machine learning, technology, risk, compliance, product, and digital transformation organizations
Develop targeted outbound campaigns using email, LinkedIn, industry events, conferences, and other prospecting channels
Generate qualified meetings and opportunities for Innodata’s Financial Services business
Conduct discovery conversations to understand customer priorities, AI initiatives, data requirements, technical challenges, timelines, and engagement opportunities
Qualify prospects and transition opportunities toward pilots and larger commercial engagements
Coordinate prospect meetings, follow-ups, presentations, demonstrations, and technical discussions with Innodata subject matter experts
Apply financial-services domain knowledge to use cases including underwriting, claims, fraud detection, investment research, financial document analysis, customer service, wealth management, compliance, risk management, and enterprise operations
Spend approximately 70% of time on outbound prospecting, account development, qualification, and prospect-facing activity, and 30% on account research and market intelligence

Requirements

What you’ll need

Bachelor’s degree or equivalent professional experience
2–5 years of experience in business development, sales development, technology sales, financial technology, or AI data services
Demonstrated success generating qualified pipeline through targeted outbound prospecting
Strong research skills and ability to understand complex financial institutions and identify appropriate decision makers
Strong written and verbal communication skills, especially for concise, personalized outreach to senior prospects
Comfort communicating with technical and business stakeholders
Strong organizational skills and ability to manage multiple accounts, contacts, campaigns, and follow-up activities simultaneously
Understanding of financial services workflows such as underwriting, claims, fraud detection, customer operations, risk management, or compliance
Consultative approach to business development focused on understanding customer problems and identifying relevant solutions