Business Development Representative - Banking & Financial Services
About The Position
As a Business Development Representative with TaskUs, you play a critical role in helping fuel revenue growth for the new logo sales team. Our BDR team is responsible for generating qualified meetings for our vertical and service line sales teams, specifically focusing on bringing TaskUs services and solutions to the world’s fastest-growing FinTechs, banks, and financial institutions. You will also be tasked with navigating complex buying organizations within Global 1000 financial brands. We want sales hunters who are passionate about finding creative ways to create conversations and set meetings with prospects. Your goal is to uncover qualified opportunities and generate revenue to grow the business. It’s critical to care deeply about the overall success of our company, creating jobs for our frontline teammates across the globe, and delivering immense value to our clients in the highly regulated financial sector.
Requirements
- Bachelor's degree in a relevant field (finance, economics, business, sales, marketing, etc.).
- A positive can-do attitude (bring 110% effort each day!).
- Tech-savvy, preferably with knowledge around FinTech, banking operations, customer service, or AI/ML applications in finance.
- Self-starters, with a solution-oriented, growth mindset, and strong sense of urgency.
- Excellent communication, listening, and presentation skills with the ability to credibly engage financial industry professionals.
- Knowledge of the prospecting, sales, and qualification process.
- Excellent team building, sales, customer service and interpersonal skills.
- Rockstar sales-hunters who thrive in collaborative cross-functional fast-paced environments #AlwaysStriveForExcellence.
Nice To Haves
- Experience using Salesforce, LinkedIn, Salesloft, and other sales-related tools is helpful.
Responsibilities
- Identify, qualify, and develop new business opportunities through proactive outbound prospecting (email, LinkedIn, video, phone).
- Dedicate 80% of your day to outbound prospecting to set 15 outbound meetings per quarter and generate 3 high-quality stage opportunities (S1) within the financial services sector.
- Maintain a rigorous daily focus on #ridiculous outbound prospecting to generate top-of-funnel sales-ready meetings for the field sales team.
- Fully immerse yourself in the banking and financial services vertical strategy.
- Drive a consistent prospecting effort to penetrate key decision-makers at target financial accounts and uncover opportunities.
- Utilize our broad set of tools to log and manage leads and prospecting activities in Salesforce.
- Partner with the data research and insights team to support demand generation efforts specific to the financial industry.
- Leverage available prospecting tools and information to create personalized messages tailored to meet the unique regulatory, operational, and customer experience needs of the prospect and organization.
Benefits
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off including vacation, sick leave, and holidays
- Flexible vacation and sick days
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
