Form3

Business Development Manager – Enterprise SaaS

Form3

full-time

Posted on:

Location Type: Remote

Location: Connecticut • New Jersey • United States

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Tech Stack

Apollo

About the role

  • Lead Generation: Build and execute multi-channel outbound sequences (email, phone, LinkedIn) using sales engagement platforms to proactively identify sales opportunities.
  • Lead Qualification: Conduct structured qualification calls to assess ICP fit, buying intent, and key qualification criteria for both inbound and outbound leads.
  • Relationship Building: Develop and nurture relationships with multiple buying personas at Financial Institutions and FinTechs, understanding their needs and tailoring your presentation of Form3's solutions accordingly.
  • Sales Pipeline Management: Maintain accurate records of activity, qualification notes, and pipeline metrics in Salesforce and engagement tools.
  • Market Research: Stay informed about industry trends and competitor activities to ensure alignment to Form3’s strategy, and identify possible market opportunities.
  • Collaboration: Work closely with our Sales and Marketing teams to refine messaging, targeting, and pipeline strategy.

Requirements

  • 1-2 years' experience in sales development, business development position, or similar pipeline-generation role within B2B (Fintech/payments experience preferred)
  • Proven track record of qualifying inbound leads and generating outbound sales qualified opportunities (SQO’s)
  • Experience of high value, low volume business development practices.
  • Hands-on experience using sales engagement platforms (e.g. Outreach, Salesloft, Apollo) to build and manage sequences and cadences.
  • Strong multi-channel prospecting skills, including email, LinkedIn and cold calling.
  • Understanding of the Financial Services landscape, including payments, banking, and FinTech desirable.
  • Proven ability to build and maintain relationships with key stakeholders.
  • Proficient in Salesforce (or similar CRM) with disciplined activity tracking and opportunity handover
  • Excellent communication, presentation, and interpersonal skills.
  • A proactive and results-driven attitude with a strong work ethic.
  • Process-oriented, whilst being able to think critically to identify inefficiencies and solve problems.
  • Flexible, adaptable and able to thrive within a fast-paced and quickly evolving environment.
Benefits
  • Health insurance
  • Flexible work arrangements
  • Professional development opportunities
  • Paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
lead generationlead qualificationsales pipeline managementmarket researchmulti-channel prospectingbusiness developmentsales qualified opportunitiesactivity trackingrelationship buildingproblem solving
Soft Skills
communicationpresentationinterpersonal skillsproactive attituderesults-drivenflexibilityadaptabilitycritical thinkingcollaborationwork ethic