Business Development Manager - Financial Services

Company Overview

Consumer Edge is redefining consumer data analytics for the world’s leading investment firms and global brands.

We deliver privacy-compliant, real-time intelligence on consumer spending across markets, helping clients make faster, smarter decisions with confidence.

Our merchant-level benchmarks and differentiated datasets provide a true edge—and our commercial team is at the center of bringing that value to market.

About the Role

Consumer Edge is seeking a high-performing Business Development Manager to drive new logo growth across financial services accounts (investors using alternative data within hedge funds, asset managers, family offices, etc) in the North American region (NAMER).

This is a strategic hunting role for a seller who knows how to build a market, prioritize a book of target accounts, create a robust pipeline through direct outreach, and convert opportunities into profitable, long-term client relationships.

This person will be exceptional at strategic account planning, with a keen understanding of the competitive landscape and our products.

They will use a structured approach to segment and prioritize prospects, map buying committees, identify triggers, and focus time on the highest-value opportunities.

They will be highly effective at outbound prospecting, consistently securing meetings through their own efforts while also partnering closely with SDRs and Marketing to maximize campaign, event, and nurture-driven pipelines.

Success in this role requires strong commercial judgment, a proactive operating cadence, and best-in‑class sales execution across storytelling, discovery, negotiation, and closing.

As the latest NAMER hire, this individual will play a critical role in shaping our regional growth strategy and establishing Consumer Edge as a trusted partner to the investment community as we further scale in both $1B+ investors and the long tail of investors below $1B and across new investor types in Family Offices and other firm types.

Responsibilities

• Strategic Planning & Account Prioritization
• Build and manage a focused book of target accounts, prioritizing prospects based on market opportunity, fit, urgency, and likelihood to convert.
• Develop thoughtful account plans that map key stakeholders, buying processes, competitive dynamics, whitespace, and next best actions.
• Use data, market intelligence, and disciplined pipeline reviews to allocate time and effort against the highest-potential opportunities.
• Maintain a rigorous operating cadence around territory planning, pipeline inspection, and forecast accuracy.
• Outbound Prospecting & Pipeline Creation
• Generate qualified meetings through proactive outbound activity including email, phone, Linked In, referrals, events, and other creative prospecting channels.
• Own personal pipeline creation targets and consistently build sufficient early‑stage pipelines to support quota attainment.
• Create relevant outreach strategies and messaging tailored to investor workflows, market conditions, and Consumer Edge’s differentiated value proposition.
• Convert market insight and trigger events into timely, high-quality prospecting plays.
• Internal Partnering with SDR & Marketing
• Partner closely with SDRs to improve target account penetration, campaign follow‑up, and meeting conversion.
• Work with Marketing to translate territory priorities into campaigns, events, content activation, and outbound themes that generate meetings.
• Be a part of shaping our GTM and Product
• Provide frontline feedback to help sharpen messaging, improve lead quality, and increase conversion across the funnel.
• Collaborate cross‑functionally with management, product, insights, solutions, and customer success to present a unified and high‑impact commercial motion.
• Client Engagement, Storytelling & Sales Execution
• Lead compelling discovery conversations that uncover client priorities, workflows, pain points, and evaluation criteria.
• Deliver clear, persuasive storytelling that connects Consumer Edge’s data and insights to measurable client outcomes.
• Run opportunities with strong deal control, including multithreading, objection handling, business case development, and stakeholder alignment.
• Lead negotiations in partnership with internal stakeholders and close deals effectively while protecting long‑term value.
• Own newly won relationships during the first 12 months, including identifying cross‑sell and upsell opportunities and setting the foundation for durable growth.
• Market Intelligence & Commercial Excellence
• Maintain strong knowledge of the alternative data landscape, buy‑side use cases, competitive positioning, and market developments across NAMER.
• Capture and maintain high‑quality CRM data, including account plans, opportunity progression, activity, and forecasts.
• Ensure smooth post‑sale transition to Client Success for a strong onboarding experience of new clients.

Qualifications

• 4+ years of successful new business sales experience with a consistent track record of winning new logos and exceeding quotas.
• 3+ years selling alternative data, data analytics, research, or adjacent solutions into financial services clients, ideally buy‑side investors including hedge funds, asset managers, family offices, pension funds, etc.
• Proven ability to build, prioritize, and execute against a target account book with strong account planning discipline.
• Demonstrated success in self‑sourced outbound prospecting and securing meetings through proactive outreach.
• Strong experience partnering with SDR and Marketing teams to generate pipeline and improve conversion.
• Excellent sales skills across discovery, storytelling, objection handling, negotiation, and closing.
• Strong command of the full sales cycle, from prospecting through contract execution and early account growth.
• Experience working in Salesforce performing CRM hygiene and applying forecast discipline as core parts of the role.
• Strong understanding of the investment landscape and, ideally, an existing network within the institutional investor, financial services ecosystem.
• Clear, concise written and verbal communication skills, with the ability to simplify complex data concepts for senior commercial and investment audiences.
• High integrity, strong ownership mentality, and comfort operating in a fast‑paced, “build‑the‑plane” environment.
• Why Join Consumer Edge

At Consumer Edge, you’ll join a high-performance team at the forefront of data-driven decision-making for the world’s leading investors and brands.

You’ll have the opportunity to shape an important growth market, work alongside smart and ambitious colleagues, and directly influence how we scale internationally.

We offer competitive compensation, commission upside, company equity, 401(k) matching, work-from-home flexibility, and subsidized health benefits.

Compensation and Benefits

The annual base salary for this role is $110,000 - $140,000, depending on experience, plus commissions, company equity, 401(k) matching, work-from-home flexibility, and subsidized health benefits.

Note: Consumer Edge is currently hiring employees who reside in the following states or in Washington, DC: CA, CO, CT, FL, ID, IL, LA, MA, MD, NC, NJ, NY, PA, RI, TN, TX, UT, VA, WA, WI.

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