Job description

Finario is a fast-growing, profitable SaaS company providing intelligent capital planning and portfolio strategy solutions to leading industrial enterprises worldwide. A few numbers worth knowing: • Revenue is strong and accelerating : Real sustainable growth, not a story built on burn rate • Purpose-built product : Finario is one of the first platforms built specifically for enterprise Capex. True specialist focus in one category • Trusted by billion-dollar enterprise s: Notable clients include Amway, Bausch + Lomb, and Sephora; all run their capital planning on Finario • Investing in innovation: Finario has built its own purpose-built AI (Finario Predict) for capital project forecasting and benchmarking, so you'd be joining a product team that's actively pushing the category forward, not maintaining a legacy tool • High-stakes work: this is core infrastructure for finance and ops leaders, not a nice-to-have. Our platform directly shapes how enterprises decide where to put hundreds of millions of dollars in capital investment About the role 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. Internship experience considered. (growth-stage experience highly preferred) • You are metrics-driven - required to meet or exceed daily, weekly, monthly, quarterly targets. • You are high energy, a self-starter with a positive attitude and a drive to exceed goals. Ready to introduce & try new ideas and constantly excel - make all those around you better. • You are a “people person” who enjoys communicating with people and has a strong awareness of those around you. You are thoughtful about the ways you communicate and the impression that may have on a client. • You are comfortable working in fast-paced environments and have the ability to work through unknowns that can often develop with a sales and product roadmap that iterates and adapts quickly • You have a strong executive presence and the ability to maintain confidentiality and business ethics • Knowledge of capital planning, financial management, or enterprise software is a plus What you'll actually do • Prospecting & Lead Generation: Discovering new leads through internet research and social media monitoring/messaging, using tools such as LinkedIn Navigator, Gong and ZoomInfo. • Outbound Outreach: Required to 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. Salesforce experience preferred. • 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. Required Qualifications • Bachelor’s degree in Business, Finance, Economics or a related field. • 1-3+ years of experience in a BDR role, B2B sales development or similar role. Preferably in SaaS, technology, or financial services. Internships considered. • High energy, self-starter with a positive attitude and a drive to exceed goals. • Finario is located in Stamford, Connecticut. This role is on-site only, no remote candidates will be considered. What’s in it for you • Category Leader: Finario is one of the first platforms built just for enterprise CapEx. You won't be fighting to stand out among twenty lookalike tools. You'll be opening conversations about a real problem with finance and ops leaders who manage hundreds of millions in capital. • A company that's actually growing. Finario is profitable and revenue is accelerating. Your pipeline won't depend on the next funding round. • Logos that open doors. Amway, Bausch + Lomb and Sephora run their capital planning on Finario, which gives you credibility on every cold call. • A career-building seat. You'll work side by side with Account Executives and Marketing on a small North American team, so you'll see how enterprise deals get done, not just book meetings and hand them off. Your ideas get heard and your results get noticed. • The right tools. You'll work in LinkedIn Sales Navigator, ZoomInfo, Gong and Salesforce, the same stack top sales teams use. • Benefits: competitive total rewards package including Health, Dental, 401k PTO and more! • The little things matter: Fully funded parking (or hop the train, we're right across the street), stunning modern office space

Requirements

Must-haves

Finario is a fast-growing, profitable SaaS company providing intelligent capital planning and portfolio strategy solutions to leading industrial enterprises worldwide. A few numbers worth knowing:
Revenue is strong and accelerating : Real sustainable growth, not a story built on burn rate
Purpose-built product : Finario is one of the first platforms built specifically for enterprise Capex. True specialist focus in one category
Trusted by billion-dollar enterprise s: Notable clients include Amway, Bausch + Lomb, and Sephora; all run their capital planning on Finario
You are metrics-driven - required to meet or exceed daily, weekly, monthly, quarterly targets.
You are high energy, a self-starter with a positive attitude and a drive to exceed goals. Ready to introduce & try new ideas and constantly excel - make all those around you better.
You are a “people person” who enjoys communicating with people and has a strong awareness of those around you. You are thoughtful about the ways you communicate and the impression that may have on a client.
You are comfortable working in fast-paced environments and have the ability to work through unknowns that can often develop with a sales and product roadmap that iterates and adapts quickly
You have a strong executive presence and the ability to maintain confidentiality and business ethics
What you'll actually do
Prospecting & Lead Generation: Discovering new leads through internet research and social media monitoring/messaging, using tools such as LinkedIn Navigator, Gong and ZoomInfo.
Outbound Outreach: Required to 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.
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.
Bachelor’s degree in Business, Finance, Economics or a related field.
1-3+ years of experience in a BDR role, B2B sales development or similar role. Preferably in SaaS, technology, or financial services. Internships considered.
High energy, self-starter with a positive attitude and a drive to exceed goals.

Nice-to-haves

High-stakes work: this is core infrastructure for finance and ops leaders, not a nice-to-have. Our platform directly shapes how enterprises decide where to put hundreds of millions of dollars in capital investment
1-3+ years of experience in a similar sales or BDR role, preferably in SaaS, technology, or financial services. Internship experience considered. (growth-stage experience highly preferred)
Knowledge of capital planning, financial management, or enterprise software is a plus
Pipeline Management: Maintain and update CRM with lead and prospect information, ensuring accurate tracking of sales activities and opportunities. Salesforce experience preferred.

Application prep

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Keywords to mirror

Platform: trakstar
Effort: medium

Benefits

Benefits detected in the listing.

Dental

401k

Pto