Title:  Business Development Executive

Job ID:  3646


Category:  Sales


At DFIN, we are the leading provider of innovative, expert-supported financial software solutions.  We are there when our clients need us most, providing SaaS platforms and consultative support to assist during complex financial transactions and powering every stage of an organization’s lifecycle.

The Digital Channel Strategy team at DFIN is a high performing, valued organization that thrives on collaboration and inclusivity.  Our culture is one of growth and empowerment, giving each team member the opportunity to participate in trailblazing trainings designed to level up your sales and relationship skills, while encouraging new ideas and techniques to reach our target prospects.

This B2B sales position is responsible for New Business Development and cross sales - Selling DFIN’s leading-edge solutions via inbound leads and outbound sales efforts. This role specifically has the unique opportunity to support the software and transaction teams at DFIN and interact with some of the most influential organizations across EMEA.

You will generate and convert new leads by establishing and maintaining relationships with our existing referral channels and partners and will leverage cutting-edge tools including 6Sense and Force Management.  You will manage a pipeline of business, moving opportunities throughout the discovery process and handing to the sales team.



    • Conducting high-level conversations with Senior Level executives
    • Utilizing the best sales 2.0 technologies to track engagement
    • Prospecting using LinkedIn and other tools
    • Nurturing opportunities with a goal of moving the prospect through the sales process
    • Understanding the needs of the prospects to effectively communicate the value of services
    • Collaborating with Marketing, Sales and Leadership to increase revenue and close deals faster



  • Excellent written and verbal communication proficiencies
  • Technically savvy with the ability to learn and adopt new platforms and tools quickly
  • Self-motivated and tenacious, with strong organizational aptitude
  • Ability to work in a fast-paced environment
  • Experience using Salesforce.com/other CRM
  • Experience with inside phone sales and cold calling
  • Strong relationship-development skills


Preferred Requirements

  • 5+ years’ experience in B2B sales in SaaS
  • ABM (Account Based Marketing) experience a plus
  • Working knowledge of lead nurturing systems


Personal Attributes & Characteristics

  • Transparent
  • Growth Mindset
  • Team Mentality
  • Determined & Enthusiastic

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