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Business Development Manager
Solutions Metrix. Build and run an account-based growth strategy in financial services .
Core Competencies
Role fitCore 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 and workflow automation tools, with a focus on enhancing member experience and driving business development.
Highest-signal resume keywords
Account-Based MarketingBusiness DevelopmentCRM ExperienceResearch SkillsRelationship 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
Account DevelopmentEnterprise SalesStrategic Account DevelopmentWorkflow AutomationData IntegrationDigital BankingCore BankingFintech KnowledgeSales Tools ProficiencyMember Experience
Soft Skills
Strong CommunicationRelationship BuildingCredibility with Senior Leaders
Tools & Technologies
CRM PlatformsCreatioBoomi
Industry Keywords
Financial ServicesBanksCredit UnionsFintechsEnterprise Software
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 outreach by phone, email, LinkedIn, events, and referrals
- Collaborate with Creatio, Boomi, and other technology partners on shared target accounts, 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
- Hand off qualified opportunities to sales and consulting teams
- Track account development, pipeline, partner-assisted activity, and account intelligence in the CRM
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 or compensation extras specified