Director, Business Development & Sales – Financial Services

New
Remote-first work environment with flexibility across Canada and the United StatesFull-TimeDirector
Salary not disclosed
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Job Details

Experience
8–12+ years
Required Skills
Business DevelopmentCRM

Requirements

  • 8–12+ years of experience in business development, sales, or client growth roles within professional services, consulting, or digital solutions
  • Proven track record of selling into credit unions, banks, fintechs, or regulated financial institutions
  • Strong hunter mindset with demonstrated success in originating and closing high-value, complex deals
  • Experience managing long sales cycles with multiple stakeholders and executive-level engagement
  • Deep understanding of consultative selling, solution shaping, and value-based positioning
  • Strong pipeline management, forecasting, and CRM discipline
  • Excellent communication, negotiation, and executive presentation skills
  • Ability to operate autonomously in a fast-paced, entrepreneurial, and target-driven environment
  • Knowledge of digital transformation, financial platforms, and innovation services

Responsibilities

  • Proactively identify, pursue, and close new business opportunities across credit unions, banks, and fintech partners in Canada and the United States
  • Own the full sales cycle including prospecting, discovery, solution shaping, proposal development, negotiation, and contract closure
  • Build and maintain strong executive-level relationships with CIOs, CTOs, and senior business leaders
  • Develop and execute disciplined outbound strategies supported by ABM campaigns, events, and partner channels
  • Translate client challenges into tailored consulting and digital transformation solutions in collaboration with internal teams
  • Maintain accurate pipeline forecasting, account planning, and performance tracking discipline
  • Represent the organization at industry events, conferences, and financial services forums
  • Collaborate with marketing and leadership teams on go-to-market initiatives
  • Ensure seamless handoff of closed opportunities to delivery teams
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