Field Sales Manager – Business Development
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Job Description
Field Sales Manager driving revenue through lead qualification and scheduling for Account Executives in financial services. Collaborating with teams to ensure high-quality prospects and consistent sales success.
Responsibilities:
- Qualify inbound and outbound prospects using BANT criteria (Budget, Authority, Need, Timeline) to ensure high-quality opportunities.
- Schedule appointments with decision-makers for Account Executives, creating a smooth handoff for deeper engagement.
- Manage assigned prospects and whitespace accounts, leveraging Salesforce data and account insights to identify cross-sell, up-sell, and new logo opportunities.
- Maintain an accurate pipeline in CRM and provide timely, reliable forecasts.
- Create interest in our compliance solutions product suite through outreach and follow-up, converting that interest into booked meetings.
- Collaborate with Account Executives, Sales Leadership, and Solution Consultants to align on strategy and deliver value propositions.
- Adhere to defined sales methodologies and processes to ensure consistency and success.
- Meet or exceed individual quotas and performance goals.
Requirements:
- Bachelor’s degree preferred or equivalent experience
- 2+ years of B2B consultative sales experience with a proven track record of meeting/exceeding targets
- Experience in Banking, Financial Services, Fintech, or adjacent verticals
- Proficiency in Salesforce CRM and Sales Engagement platforms
- Strong communication skills, ability to build relationships virtually, and a proactive, self-motivated mindset.
Benefits:
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
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