Senior Business Development Representative

Requirements

• Bachelor’s degree in business, marketing, finance, communications, or a related field preferred; equivalent experience in SaaS, financial services technology, or enterprise business development will also be considered.
• 5+ years of experience in business development, sales development, account development, or inside sales for B2B SaaS, enterprise software, or financial services technology solutions, with a track record of success in complex or enterprise sales environments.
• Demonstrated ability to independently prospect into complex enterprise accounts, engage senior-level stakeholders, and create qualified sales opportunities that convert to accepted pipeline.
• Strong understanding of SaaS sales motions, subscription-based software value propositions, buying committees, and enterprise qualification methodology.
• Ability to learn and communicate complex software concepts clearly, including the business outcomes associated with forecasting, staffing, scheduling, appointment booking, and customer engagement.
• Excellent written and verbal communication skills with the ability to craft highly relevant, executive-ready outreach, discovery messaging, and account-specific points of view.
• Strong commercial judgment, business acumen, intellectual curiosity, and comfort discussing operational efficiency, customer experience, sales productivity, workforce planning, and technology transformation.
• Highly organized, self-directed, and metrics-driven, with consistent follow-through and disciplined CRM hygiene.
• Proven ability to operate with minimal direction, manage multiple target accounts, and consistently meet or exceed activity, meeting, pipeline, and opportunity quality expectations.
• Comfortable working in a fast-paced, collaborative environment with sales, marketing, product, consulting, and executive stakeholders.
• Preferred Experience
• Experience selling or prospecting SaaS solutions into retail banking, credit unions, or other financial institutions.
• Knowledge of branch workforce management, workforce optimization, forecasting, capacity planning, scheduling, or resource planning solutions.
• Experience with appointment booking, queue management, customer engagement, digital appointment journeys, or branch transformation technology.
• Familiarity with retail banking operating models, branch roles, appointment-based service, and customer experience initiatives.
• Existing network or prior experience engaging retail banking executives, branch operations leaders, workforce management teams, or digital banking stakeholders.
• Experience using sales engagement platforms, CRM systems, intent data, account-based marketing tools, or revenue intelligence solutions.