Lead Generation: Build and execute multi-channel outbound sequences (email, phone, LinkedIn) using sales engagement platforms to proactively identify sales opportunities.
Lead Qualification: Conduct structured qualification calls to assess ICP fit, buying intent, and key qualification criteria for both inbound and outbound leads.
Relationship Building: Develop and nurture relationships with multiple buying personas at Financial Institutions and FinTechs, understanding their needs and tailoring your presentation of Form3's solutions accordingly.
Sales Pipeline Management: Maintain accurate records of activity, qualification notes, and pipeline metrics in Salesforce and engagement tools.
Market Research: Stay informed about industry trends and competitor activities to ensure alignment to Form3’s strategy, and identify possible market opportunities.
Collaboration: Work closely with our Sales and Marketing teams to refine messaging, targeting, and pipeline strategy.

1-2 years' experience in sales development, business development position, or similar pipeline-generation role within B2B (Fintech/payments experience preferred)
Proven track record of qualifying inbound leads and generating outbound sales qualified opportunities (SQO’s)
Experience of high value, low volume business development practices.
Hands-on experience using sales engagement platforms (e.g. Outreach, Salesloft, Apollo) to build and manage sequences and cadences.
Strong multi-channel prospecting skills, including email, LinkedIn and cold calling.
Understanding of the Financial Services landscape, including payments, banking, and FinTech desirable.
Proven ability to build and maintain relationships with key stakeholders.
Proficient in Salesforce (or similar CRM) with disciplined activity tracking and opportunity handover
Excellent communication, presentation, and interpersonal skills.
A proactive and results-driven attitude with a strong work ethic.
Process-oriented, whilst being able to think critically to identify inefficiencies and solve problems.
Flexible, adaptable and able to thrive within a fast-paced and quickly evolving environment.

Business Development Manager – Enterprise SaaS

Key skills