FinTech Banking & Financial Services BDR — High-Impact Prospecting

TaskUs Holdings, Inc.; Dallas (TX); On-site; USD 50,000 - 74,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) with company match

Flexible vacation and sick days

Job summary

TaskUs is hiring a Business Development Representative to drive revenue growth for our new logo sales team in the FinTech and financial services space. You will identify, qualify, and set meetings with prospective banking and financial clients using outbound channels and a range of sales tools.

You will focus on high-velocity prospecting, build relationships with decision-makers, and collaborate with cross-functional teams to deliver qualified opportunities and measurable outcomes for growth.

Qualifications

• Bachelor's degree in finance, economics, business, sales, marketing, or a related field.
• Strong can-do attitude and high energy.
• Tech-savvy with knowledge of FinTech, banking ops, customer service, or AI/ML in finance.
• Self-starter with urgency and growth mindset.
• Excellent communication, listening and presentation skills with financial-industry professionals.
• Experience with Salesforce and LinkedIn as core tools.

Responsibilities

• Identify, qualify, and develop new business opportunities through proactive outbound prospecting (email, LinkedIn, video, phone).
• Dedicate 80% of your day to outbound prospecting to set 15 meetings per quarter and generate 3 high-quality stage opportunities in financial services.
• Maintain a rigorous daily focus on outbound prospecting to generate top-of-funnel sales-ready meetings for the field sales team.
• Fully immerse yourself in the banking and financial services vertical strategy.
• Drive a consistent prospecting effort to penetrate key decision-makers at target financial accounts and uncover opportunities.
• Log and manage leads and prospecting activities in Salesforce.
• Partner with the data research and insights team to support demand generation in financial industry.
• Create personalized messages tailored to meet regulatory, operational, and customer experience needs.

Skills

Sales prospecting

Salesforce

Communication

Financial services

LinkedIn outreach

Education

Bachelor's degree

Tools

Salesloft

LinkedIn

Salesforce

Job description

TaskUs is hiring a Business Development Representative to drive revenue growth for our new logo sales team in the FinTech and financial services space. You will identify, qualify, and set meetings with prospective banking and financial clients using outbound channels and a range of sales tools.

You will focus on high-velocity prospecting, build relationships with decision-makers, and collaborate with cross-functional teams to deliver qualified opportunities and measurable outcomes for growth.