Business Development Manager

Solutions Metrix

15d

About The Position

Solutions Metrix is hiring a Business Development Manager to build and run an account-based growth strategy in financial services. The role researches priority banks and credit unions, identifies and engages decision-makers, and turns their needs and transformation plans into qualified opportunities for CRM, integration, data, and business transformation services. It focuses on creating access, intelligence, engagement, and qualified pipeline in priority accounts rather than high-volume sales development. The Business Development Manager works closely with Sales, Marketing, Client Partnerships, executive leadership, and technology partners. The role sits in Revenue Operations and connects market development to active sales, helping sales and consulting teams begin conversations with greater context and credibility.

Requirements

3 to 5+ years in business development, account development, enterprise sales, fintech, financial services, consulting, enterprise software, or a related field.
Ability to research organizations and identify appropriate decision-makers and influencers.
Strong written and verbal communication skills, with credibility among senior business and technology leaders.
Comfort initiating relationships by phone, email, LinkedIn, events, and referrals.
Experience with CRM and sales or business development tools.

Nice To Haves

Experience with banks, credit unions, fintechs, or financial services technology providers.
Familiarity with core banking, CRM, integration, data, digital banking, or workflow automation platforms.
Account-based marketing, named-account sales, or strategic account development experience.
Relationships with executive-level buyers.

Responsibilities

Research assigned accounts, including leadership, technology environments, priorities, and active initiatives.
Monitor engagement triggers such as executive changes, mergers, technology conversions, modernization, and customer or member experience programs.
Identify executives and influencers across technology, operations, digital, member experience, data, and marketing, and build relationships with them.
Use existing company, employee, advisor, client, and partner connections to obtain introductions.
Conduct personalized, sustained outreach by phone, email, LinkedIn, events, and referrals, tailored to each person's role and institution.
Collaborate with Creatio, Boomi, and other technology partners to identify shared target accounts, warm introductions, and joint pursuits, and track partner-supported activity.
Hold initial discovery conversations to understand challenges and current state, and identify needs involving CRM, integration, data, workflow automation, member experience, and modernization.
Develop qualified sales opportunities and pipeline from engaged priority accounts.
Maintain quality and completeness of account intelligence in the CRM.
Work with Sales, Marketing, consultants, leadership, and partners to develop priority accounts and support sales and consulting teams.