Business Development Executive

Job Summary

The role of the Business Development Executive is to live SRM’s Core Values and represent SRM in their assigned territory to drive success for our clients and ultimately success for SRM.  The candidate will have a strong history of closing deals and producing at high levels within the Financial Services Industry. The candidate must have strong communication skills and the ability to build trusted and long-lasting relationships.  Extensive travel is required but also the ability to lead and take ownership of working in a remote environment.  Strong existing relationships a plus.

Essential Functions

  • Responsible for developing new business opportunities, building relationships, and ultimately hitting sales targets
  • Identify prospects in the financial services industry to win new business and work side by side with the Client Manager in the assigned territory
  • Negotiate Master Service Agreement with new clients
  • Ability to translate visions and goals into realistic long- and short-range plans
  • Proactively identify initiatives that promote structure and growth
  • Build brand awareness
  • Strategize new ways to grow existing partnerships
  • Attend trade shows, events, etc.
  • Manage to a quota and expense budget

Skills and Competencies

  • Business to business sales experience preferred.
  • Knowledge of financial institutions organizations (bank/credit union).
  • Executive presence and ability to interact with and influence senior people within an organization.
  • Advanced presentation skills

Education and Experience

  • Bachelor’s degree preferred
  • 10+ years of sales achievement
  • Solid track record in business development within the financial services industry
  • Strong bank and credit union C-Level relationships

Please submit your resume by email to for consideration.

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