Finario, the Solution for Capex, is a fast growing Software-as-a-Service technology company.  Our Strategic Capital Allocation & Capex Management solution is utilized by leading companies worldwide to better prioritize capital project opportunities and drive long-term growth and profitability.  Finario provides a single-source of truth for long-term planning, annual budgeting, approvals, forecasting and performance reporting.  Our cloud platform secures and shares this critical investment data for real-time financial process synchronization across the enterprise.

We are looking for a highly motivated and results-driven Business Development Representative (BDR) to join our North American sales team. As a BDR, you will play a crucial role in generating new business opportunities, engaging with potential clients, and building relationships. You’ll work closely with the Sales and Marketing teams to identify, nurture, and qualify leads to help Finario grow its customer base across the region.

Who you are: 

• 1-3 years of experience in a similar sales or BDR role, preferably in SaaS, technology, or financial services.(growth-stage experience highly preferred)

• Metrics-driven - meet or exceed daily, weekly, monthly, quarterly targets

• High energy, self-starter with a positive attitude and a drive to exceed goals.

• Strong executive presence and the ability to maintain confidentiality and business ethics

• Growth Mindset, bring your best everyday. Ready to introduce & try new ideas and constantly excel - make all those around you better

• Experienced with CRM software (such as Salesforce and HubSpot) and other sales tools, including Outreach, Gong, ZoomInfo, and Sales Navigator.

• Comfort working in fast-paced environments and the ability to work through unknowns that can often develop with a sales and product roadmap that iterates and adapts quickly

• Knowledge of capital planning, financial management, or enterprise software is a plus

Responsibilities:

• Prospecting & Lead Generation: Proactively research, identify, and reach out to potential clients through outbound efforts (cold calls, emails, social media, etc.) to generate new business opportunities.

• Qualifying Leads: Collaborate with Marketing and Sales to qualify inbound leads and convert them into sales-ready opportunities.

• Pipeline Management: Maintain and update CRM with lead and prospect information, ensuring accurate tracking of sales activities and opportunities.

• Relationship Building: Engage with decision-makers at targeted accounts, understand their business challenges, and communicate Finario’s value proposition.

• Collaboration: Work closely with Account Executives to transition qualified leads, while continuously sharing insights from the market to improve overall strategies.

• Market Research: Stay informed of market trends, competitive landscape, and industry best practices to effectively position Finario’s solutions to prospective clients.

• Target Achievement: Consistently meet and exceed monthly and quarterly targets for lead generation and appointments set.

Qualifications:

• Bachelor’s degree in Business, Marketing, or a related field.

• 1-3 years of experience in a similar sales or BDR role, preferably in SaaS, technology, or financial services.

• Strong communication and interpersonal skills with a passion for building relationships.

• High energy, self-starter with a positive attitude and a drive to exceed goals.

• Experience with CRM software (Salesforce, HubSpot, etc.) and other sales tools such as Outreach, Gong, ZoomInfo and Sales Navigator. 

• Located in Connecticut, New York, Massachusetts, Florida, or Canada. Ability to operate out of HQ in Stamford, CT a plus.