Note: The job is a remote job and is open to candidates in USA. Sam is a growing fintech advisory firm that assists financial institutions and technology providers with regulatory complexities and AI initiatives. The Business Development Representative will manage the sales funnel by identifying potential clients and developing outbound campaigns to generate qualified opportunities.
Responsibilities
- Build and execute outbound business development strategies targeting fintech companies, sponsor banks, payment companies, venture capital firms, law firms, RegTech providers, and strategic partners
- Research prospective organizations, identify key decision makers, and develop account-specific outreach strategies
- Build and maintain targeted prospect lists while continuously expanding and refining target accounts
- Generate qualified opportunities through email, LinkedIn, phone, referrals, networking, and other outbound channels
- Conduct discovery conversations to understand prospective client needs and qualify opportunities
- Present and close approved productized service offerings within established pricing guidelines
- Transition larger advisory and fractional engagements to company leadership for proposal development
- Present consulting services, governance frameworks, and evolving AI governance offerings to prospective clients
- Capture recurring customer feedback, objections, market trends, and messaging insights to strengthen positioning and go-to-market strategy
- Maintain an organized CRM with accurate pipeline activity, opportunity tracking, and follow-up cadence
Skills
- Minimum of 2 years of business development or B2B sales experience
- Conversational fluency in fintech, specifically payments (domestic and cross-border), crypto, card services, and stablecoins
- Working understanding of how AI is impacting the fintech market at a conversational or academic level
- Demonstrated knowledge of the complete business development lifecycle, including outbound strategy, prospecting, qualification, follow-up methodology, pipeline management, and standard conversion KPIs
- Experience conducting discovery conversations and managing qualified sales opportunities
- Strong written and verbal communication skills with the ability to build credibility with executive-level decision makers
- Experience using CRM platforms to manage pipeline activity and sales performance
- Experience selling consulting, professional services, SaaS, compliance, governance, or technology solutions
- Experience working in a startup or high-growth environment
- Familiarity with HubSpot, Apollo, LinkedIn Sales Navigator, Clay, ZoomInfo, or similar sales engagement platforms
Benefits
- Remote, flexible schedule
- Independent contractor engagement
Company Overview