Business Development Specialist, Financial Services; Remote
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-09-04
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Sales
B2B Sales, Business Development, Sales Development Rep/SDR
Introduction About SymphonyAI
SymphonyAI is a leading global enterprise AI SaaS company transforming industries through proven,predictive and generative AI solutions.
We partner with leading global organizations,consultancies and global system integrators (GSIs) to accelerate innovation and go-to-market velocity at scale.
Serving Fortune 500 companies across Retail/CPG, Financial Services, Manufacturing, Media, and IT/Enterprise Service Management, we deliver measurable business outcomes through cutting-edge technology and deep domain expertise. Join our global team of innovators and help shape the future of AI-powered enterprise solutions in a collaborative, high-growth environment where your work creates real-world impact.
Job DescriptionThe Role & Team
We'reseeking a driven Business Development Specialist to join
SymphonyAI'sFinancial Services division. In this role,you'llbe the frontline ambassador for our innovative solutions, tasked with identifying, qualifying, and nurturing high-potential prospects in the financial services space.
You'llwork closely with our Sales and Marketing teams, reporting to theV.P.of Sales, andcollaboratewith Product and Customer Success to ensure seamless prospect handoffs and exceptional customer outcomes. This is a high-impact role where your efforts directly influence revenue growth and market penetration.
What You Will Do- Prospect and qualify leads within targeted financial services verticals (banking, capital markets,wealth advisories, asset management,insurance and fintech) using adirectvalue-based sales approach to drive qualified lead generation.
- Conduct discovery calls to understand prospect pain points and map solutions to their specific business needs
- Develop and execute prospecting campaigns through email, phone, social selling, andtargetedoutreach to build a qualified pipeline
- Maintain organized CRM records, track activity metrics, and report on pipeline development with accuracy and detail
- Partner with Account Executives to seamlessly transition qualified opportunities and ensure strong customer relationships from day one
- Stay current on financial services industry trends, regulatory changes, and competitive landscape to inform strategic prospecting
- Hit monthly pipeline targets and contribute to quarterly revenue goals
Required:
- 1–4 years of B2B SaaS sales, business development, or financial services experience
- Proven track recordof exceeding activity and pipeline targets
- Strong verbal and written communication skills; ability to articulate value clearly and concisely
- Comfort with CRM tools (Salesforce, Hub Spot, etc.) and sales engagement platforms
- Self-motivated, resilient, and able to thrive in a fast-paced environment
- Background or familiarity with financial services industry (banking, wealth management,insurance,fintech, etc.)
- Experience selling
SaaSsoftware solutions or enterprisecompliancetools to regulated financial institutions - Knowledge ofAML, Fraud, Financial Crime, Artificial intelligence(ML,Agentic, Predictive Modeling) data analytics, reporting, or compliance-focused technology solutions
- Track recordof building andmaintainingstrong professional networks
You'renot just hitting numbers you'rea strategic thinker who genuinely cares about understanding your prospects' challenges and positioning the right solutions. You combine persistence with empathy: comfortable with rejection, butdriven by curiosity to uncover real problems and drive meaningful conversations.
You'redetail-oriented and organized, with impeccable CRM hygiene and reliable forecasting. You see yourself as part of a broader team and take pride in setting your Account Executivepartnersupfor success.
You'reexcited about financialcrimetechnology, stay informed on market trends, and can speak intelligently with C-suite prospects about business impact, not just features.
Above all, you'rehungry to grow,coachable, and ready to make an impact in a role that launches careers.
#LI-Remote
About Us Who We AreSymphonyAI is building the leading enterprise AI SaaS company for digital transformation across the most critical and resilient growth industries, including retail, consumer packaged goods, financial crime prevention, manufacturing, media, and IT service management. Since its founding in 2017,SymphonyAI today serves 1600+ Enterprise customers globally and has grown to 2,300 talented leaders, data scientists, and other professionals across over 30 countries.
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