Business Development Manager - Financial Services

Consumer Edge is redefining consumer data analytics for leading investment firms and global brands. They are seeking a high-performing Business Development Manager to drive new logo growth across financial services accounts in North America, focusing on building a market and creating long-term client relationships.

Responsibilities:

• Build and manage a focused book of target accounts, prioritizing prospects based on market opportunity, fit, urgency, and likelihood to convert
• Develop thoughtful account plans that map key stakeholders, buying processes, competitive dynamics, whitespace, and next best actions
• Use data, market intelligence, and disciplined pipeline reviews to allocate time and effort against the highest-potential opportunities
• Maintain a rigorous operating cadence around territory planning, pipeline inspection, and forecast accuracy
• Generate qualified meetings through proactive outbound activity including email, phone, LinkedIn, referrals, events, and other creative prospecting channels
• Own personal pipeline creation targets and consistently build sufficient early-stage pipelines to support quota attainment
• Create relevant outreach strategies and messaging tailored to investor workflows, market conditions, and Consumer Edge’s differentiated value proposition
• Convert market insight and trigger events into timely, high-quality prospecting plays
• Partner closely with SDRs to improve target account penetration, campaign follow-up, and meeting conversion
• Work with Marketing to translate territory priorities into campaigns, events, content activation, and outbound themes that generate meetings
• Provide frontline feedback to help sharpen messaging, improve lead quality, and increase conversion across the funnel
• Collaborate cross-functionally with management, product, insights, solutions, and customer success to present a unified and high-impact commercial motion
• Lead compelling discovery conversations that uncover client priorities, workflows, pain points, and evaluation criteria
• Deliver clear, persuasive storytelling that connects Consumer Edge’s data and insights to measurable client outcomes
• Run opportunities with strong deal control, including multithreading, objection handling, business case development, and stakeholder alignment
• Lead negotiations in partnership with internal stakeholders and close deals effectively while protecting long-term value
• Own newly won relationships during the first 12 months, including identifying cross-sell and upsell opportunities and setting the foundation for durable growth
• Maintain strong knowledge of the alternative data landscape, buy-side use cases, competitive positioning, and market developments across NAMER
• Capture and maintain high-quality CRM data, including account plans, opportunity progression, activity, and forecasts
• Ensure smooth post-sale transition to Client Success for a strong onboarding experience of new clients

Requirements:

• 4+ years of successful new business sales experience with a consistent track record of winning new logos and exceeding quotas
• 3+ years selling alternative data, data analytics, research, or adjacent solutions into financial services clients, ideally buy-side investors including hedge funds, asset managers, family offices, pension funds, etc
• Proven ability to build, prioritize, and execute against a target account book with strong account planning discipline
• Demonstrated success in self-sourced outbound prospecting and securing meetings through proactive outreach
• Strong experience partnering with SDR and Marketing teams to generate pipeline and improve conversion
• Excellent sales skills across discovery, storytelling, objection handling, negotiation, and closing
• Strong command of the full sales cycle, from prospecting through contract execution and early account growth
• Experience working in Salesforce performing CRM hygiene and applying forecast discipline as core parts of the role
• Strong understanding of the investment landscape and, ideally, an existing network within the institutional investor, financial services ecosystem
• Clear, concise written and verbal communication skills, with the ability to simplify complex data concepts for senior commercial and investment audiences
• High integrity, strong ownership mentality, and comfort operating in a fast-paced, 'build-the-plane' environment