
Business Development Representative – CLM Services & Technology
- Hybrid
- New York, New York, United States
- $70,000 - $90,000
Job description
Role Overview:
We are looking for an experienced Business Development executive to join our New York sales team. You will work directly with prospects and business stakeholders and will be responsible for implementing our pre-sales outreach strategy across our CLM business globally.
This is a role with a focus on new business development, with the candidate being responsible for feeding the sales cycle, meeting with potential clients, formulating and presenting pre-sales proposals, and building long-term relationships with clients.
This is an exciting role as we look to expand our client footprint in North America. The preferred candidate will demonstrate an entrepreneurial spirit with a focused approach as we develop this fast-growing part of our business.
The role and responsibilities:
Own the Pre-Sales Process globally across our CLM services and technology business
Plan and manage client outreach (Traditional & Digital)
Identify demand and opportunities by key client channels
Drive client journey feeding the 7-stage CLM sales funnel
Maintain Salesforce database, and adjacent global CLM Masterlist ‘the hopper’ from pipeline development to execution
Maintain live client profile map and sales funnel documentation
Business Development
Develop product ideas and campaigns with the specialist practice areas, focusing on CLM regulatory and business change opportunities
Work with CLM marketing to enrich the marketing and digital strategy
Required Experience:
Experience targeting financial institutions with a focus on regulatory technology
Experience working for, or closely with, service providers to Financial Services customers
Knowledge and experience of the sales lifecycle
Proven ability to manage net new business as well as develop existing business opportunities
Excellent communication and presentation skills
Commercially driven experience and demonstrable results
Job requirements
Required Skills:
2 years minimum experience in a BDR, SDR, or sales support role (preferably in fintech, legal tech, SaaS, or professional services).
Previous in Tier II-III US banks, US buy-side firms (e.g., asset managers, insurance companies and VC/PE firms) plus US custodian/administrators.
Strong communication and interpersonal skills, with the ability to engage senior stakeholders.
Self-starter with a growth mindset and a passion for legal and commercial innovation.
Proficiency in CRM tools (SalesForce desirable) and sales engagement platforms.
Hunger and strong organizational skills to develop a dynamic people-oriented business
Excellent interpersonal and communication skills
Accurate reporting skills and attention to detail
Self managed - Energetic, flexible and capable of operating remotely
Responsive to customers business needs and clear focus on maintaining excellent customer service
What We Offer
Competitive base salary + performance-based bonus
Career development in a high-growth, high-impact environment
Exposure to global clients and cutting-edge CLM technologies
Collaborative and inclusive team culture
Salary Range : $70k - $90k base
This is a permanent full-time position located in New York. As the selection and interview process is ongoing, please submit your application in English as soon as possible. Should your profile be selected, a member of our recruitment team will be in touch shortly.
Who We Are:
Delta Capita Group is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services.
To know more about Delta Capita and our culture click here: Working at DC - Delta Capita.
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