Business Development Manager

Solutions Metrix

. Build and run an account-based growth strategy in financial services .

Posted 10/26/2026full-timeMontreal • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account-based growth strategies within financial services, leveraging strong research skills to identify decision-makers and influencers. Proficient in CRM management, outreach techniques, and collaboration with technology partners to create qualified sales opportunities.

Highest-signal resume keywords

Account-Based MarketingBusiness DevelopmentCRM ExperienceResearch SkillsRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account DevelopmentEnterprise SalesSales Opportunity CreationWorkflow AutomationData IntegrationDigital BankingCore Banking FamiliarityFintech KnowledgeMember Experience ImprovementStrategic Account Development

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationRelationship BuildingCredibility with Senior LeadersPersonalized Outreach

Tools & Technologies

CRM ToolsSales Development ToolsCreatioBoomiLinkedIn

Industry Keywords

Financial ServicesBanksCredit UnionsFintechsTechnology Providers

About the role

Key responsibilities & impact

Build and run an account-based growth strategy in financial services
Research priority banks and credit unions, including leadership, technology environments, priorities, and active initiatives
Monitor engagement triggers such as executive changes, mergers, technology conversions, modernization, and customer or member experience programs
Identify executives and influencers across technology, operations, digital, member experience, data, and marketing
Use company, employee, advisor, client, and partner connections for introductions
Conduct personalized, sustained outreach by phone, email, LinkedIn, events, and referrals
Collaborate with Creatio, Boomi, and other technology partners on shared target accounts, warm introductions, and joint pursuits
Hold discovery conversations to understand challenges and current state
Identify needs in CRM, integration, data, workflow automation, member experience, and modernization
Create qualified sales opportunities and pipeline
Maintain quality and completeness of account intelligence in the CRM
Collaborate with Sales, Marketing, Client Partnerships, executive leadership, consultants, and technology partners
Hand off qualified opportunities to sales and consulting teams

Requirements

What you’ll need

3 to 5+ years in business development, account development, enterprise sales, fintech, financial services, consulting, enterprise software, or a related field
Skill at researching organizations and finding the right decision-makers and influencers
Strong written and verbal communication, credible with senior business and technology leaders
Comfort starting relationships by phone, email, LinkedIn, events, and referrals
Experience with CRM and sales or business development tools
Experience with banks, credit unions, fintechs, or financial services technology providers
Familiarity with core banking, CRM, integration, data, digital banking, or workflow automation platforms
Account-based marketing, named-account sales, or strategic account development experience
Relationships with executive-level buyers

Benefits

Comp & perks

No benefits, perks, or compensation extras are specified in the posting