Sales Development Representative

Finastra; United States; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Unlimited vacation

Hybrid working arrangements

Employee Assistance Program

Medical, life and disability insurance

Retirement plans

Job summary

Finastra is seeking a Business Development Representative to bridge Marketing and Sales and drive new business opportunities. You will qualify leads, initiate contact with potential clients via phone and email, and articulate how Finastra’s financial services software fits client needs.

In this role, you will work with Marketing to refine messaging, stay current on industry trends, and participate in events as needed. Strong communication and team collaboration are essential for success.

Qualifications

• Experience in inbound/outbound B2B phone marketing or sales.
• History of selling over the phone with a track record of meeting/exceeding sales goals.
• Account Management experience is a plus.

Responsibilities

• Qualify leads from marketing campaigns as sales opportunities.
• Contact potential clients via cold calls and emails.
• Identify client needs and suggest suitable products/services.
• Collaborate with Marketing to ensure effective client messaging.
• Stay updated on industry trends, competitors, and company products/services.
• Participate in user group meetings and trade shows as needed.
• Attend training programs as directed by manager.
• Maintain sales forecasting data in the CRM/sales reporting system.
• Report to the Business Development Manager on sales results (weekly/monthly/quarterly).

Skills

Build relationships

Perseverance

Communication

Teamwork

Self-motivation

Education

Bachelor's degree in Business or equivalent experience

Tools

Microsoft Office

Job description

Who are we?

At Finastra, we're a global leader in financial services software, dedicated to expanding access to financial services and shaping what's next for the industry. Our technology powers mission-critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world's top 50 banks, in more than 110 countries.

Finastra: Who are we?

At Finastra, we're a global leader in financial services software, dedicated to expanding access to financial services and shaping what's next for the industry. Our technology powers mission-critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world's top 50 banks, in more than 110 countries.

What will you contribute?

This is an exciting lead generation opportunity for an enthusiastic individual who wants to develop their sales career within a leading financial services software organization. As a Business Development Representative, you will act as the liaison between our Marketing and Sales teams. Your role will be to seek new business opportunities by contacting and developing relationships with potential customers

Responsibilities & Deliverables

• Qualifying leads from marketing campaigns as sales opportunities
• Contacting potential clients through cold calls and emails
• Identify client needs and suggest appropriate products/services
• Work closely with the marketing department to make sure suitable messaging is distributed to your clients
• Keep up-to-date with current industry trends, competitors, and current/new company products and services.
• Participate in user group meetings and trade shows as needed.
• Participate in training programs as directed by manager.
• Maintain sales forecasting data in sales reporting system
• Report to the Business Development Manager on (weekly/monthly/quarterly) sales results

Experience

• Experience of inbound and/or outbound business-to-business phone marketing or sales experience.
• Track record of selling over the phone with a history of exceeding sales goals.
• Account Management experience a plus.

Required Skills And Experience

• Build and nurture relationships.
• Strong perseverance and follow-up skills.
• Excellent written, verbal, and communication skills.
• Ability to work on your own and as part of a team.
• Proficient with Microsoft Office.

Education

• Bachelor's degree in Business or equivalent experience.

At Finastra the future of finance is open. For more information please view our website: www.finastra.com/careers

Benefits

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:

Flexibility:

Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Well-being:

Access confidential one-to-one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive - inside and outside of work.

Health & Financial Security:

Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*

Sustainability:

Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.

Inclusion:

Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra - open to everyone who wants to participate and contribute.

Career Development:

Access online learning and accredited courses through our Skills & Career Navigator tool.

Recognition:

Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.

• Specific benefits may vary by location.

At Finastra, each individual is unique- bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.

Be unique. Be exceptional. Help us make a difference at Finastra.