Business Development Representative

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance.

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insightsoftware is a global provider of connected solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely, informed decisions. Data is at the heart of everything we do: we enable automated processes, deliver trusted insights, boost predictability, and increase productivity.

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We are building a high-performing, quality-focused Business Development organization. As a Business Development Representative, you will be at the center of how insightsoftware sources new pipeline — generating Sales Accepted Opportunities (SAOs) through outbound prospecting, managing Marketing Qualified Leads with speed and rigor, and building a track record of pipeline quality and execution. This is a hands-on, individual contributor role where you own your territory and your results.

You will balance structured prospecting plays with the autonomy to generate pipeline through your own creative approaches. Our team prides itself in showcasing their ability to win in this role while developing the skills that prepare them for accelerated positions in the broader go-to-market organization. If you thrive in a fast-paced environment, take ownership of your pipeline, and want to grow with a sales organization that values quality over volume, this is where you belong.

You will be responsible for generating Sales Accepted Opportunities through a disciplined, outbound prospecting motion. You will own both structured, company-wide prospecting plays and your own territory strategy — identifying target accounts, developing messaging, running sequences, and building relationships that result in qualified meetings for your Account Executive partner. You will operate with clear performance expectations and the autonomy to hit them.

You will take a data-driven approach to prospecting, understand your conversion metrics, and continuously refine your approach. You will report into a Business Development leader alongside peer BDRs and will be part of a distributed team driving quality pipeline across North America.

Our Global Business Development prioritization model defines where the team spends its energy. As a rep, you are accountable for executing this model and maintaining discipline across your prospecting:
New Logo prospecting — sourcing first meetings with net-new accounts in your target segments Cross-Sell opportunities — identifying expansion and upgrade opportunities within existing customer accounts Tier 1 account coverage — ensuring consistent, strategic outreach to our highest-value prospects Quality pipeline — creating opportunities that convert, not just raw activity volume.

Own Your Pipeline Execute prospecting plays designed by the BD leadership team while maintaining the autonomy to generate pipeline through your own creative approaches. Build and maintain a portfolio of target accounts across New Logo and Cross-Sell categories, prioritizing Tier 1 accounts for consistent outreach. Create Sales Accepted Opportunities (SAOs) — qualified meetings that meet our definition of ready for handoff to your Account Executive partner.

Track leading indicators: new meetings created, account coverage, follow-up velocity, and conversion rates from prospect to SAO. Own the MQL Workflow Process Marketing Qualified…