Business Development Representative, Financial Services

Innodata Inc.

23h • $70,000 - $85,000

About The Position

The Business Development Representative, Financial Services identifies, engages, and qualifies new business opportunities across the financial services industry. The role builds pipeline with banks, insurance companies, capital markets firms, fintechs, and other financial institutions investing in AI, generative AI, agentic systems, and enterprise data transformation. It includes identifying high-potential accounts and decision makers, developing targeted outreach, understanding prospective customer priorities, and creating qualified opportunities for Innodata’s AI and data services.

The position requires prospecting, research, and communication skills, as well as the ability to develop working knowledge of financial services workflows, AI use cases, regulatory considerations, and agentic AI. Approximately 70% of the role involves outbound prospecting, account development, qualification, and prospect-facing activity; approximately 30% involves account research and market intelligence.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 2–5 years of experience in business development, sales development, technology sales, financial technology, or AI data services.
• Demonstrated success generating qualified pipeline through targeted outbound prospecting.
• Strong research skills and ability to understand complex financial institutions and identify appropriate decision makers.
• Strong written and verbal communication skills, particularly the ability to develop concise, personalized outreach for senior prospects.
• Comfort communicating with both technical and business stakeholders.
• Strong organizational skills and ability to manage multiple accounts, contacts, campaigns, and follow-up activities simultaneously.
• Understanding of financial services workflows such as underwriting, claims, fraud detection, customer operations, risk management, or compliance.
• A consultative approach to business development focused on understanding customer problems and identifying relevant solutions.

Responsibilities

• Identify and source prospective customers across banking, insurance, asset management, capital markets, wealth management, payments, and fintech.
• Research target accounts for AI initiatives, strategic priorities, technology investments, organizational changes, product launches, and other potential business triggers.
• Identify and engage decision makers across AI, data science, machine learning, technology, risk, compliance, product, and digital transformation organizations.
• Develop targeted outbound campaigns using email, LinkedIn, industry events, conferences, and other prospecting channels.
• Generate qualified meetings and opportunities for Innodata’s Financial Services.
• Conduct initial discovery conversations to understand customer priorities, AI initiatives, data requirements, technical challenges, timelines, and potential areas of engagement.
• Qualify prospects against defined criteria and transition qualified opportunities toward pilots and larger commercial engagements.
• Coordinate prospect meetings, follow-ups, presentations, demonstrations, and technical discussions with Innodata subject matter experts.
• Develop sufficient domain fluency to connect Innodata’s capabilities to financial services use cases, including underwriting, claims, fraud detection, investment research, financial document analysis, customer service, wealth management, compliance, risk management, and enterprise operations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level