Business Development Representative, Financial Services

Scope of the Role: 

The Business Development Representative, Financial Services will be responsible for identifying, engaging, and qualifying new business opportunities across the financial services industry. This role will focus on building pipeline with banks, insurance companies, capital markets firms, fintechs, and other financial institutions investing in AI, generative AI, agentic systems, and enterprise data transformation. 

The BDR will identify high-potential accounts and decision makers, develop targeted outreach, understand prospective customer priorities, and create qualified opportunities for Innodata’s AI and data services. 

This role requires strong prospecting, research, and communication skills combined with the ability to develop a working understanding of financial services workflows, AI use cases, regulatory considerations, and agentic AI. 

This role is approximately 70% outbound prospecting, account development, qualification, and prospect-facing activity and 30% account research, and  market intelligence.

What You’ll Own:

Prospecting & Business Development 

• Identify and source prospective customers across financial services, including banking, insurance, asset management, capital markets, wealth management, payments, and fintech. 

• Research target accounts to identify AI initiatives, strategic priorities, technology investments, organizational changes, product launches, and other potential business triggers. 

• Identify and engage relevant decision makers across AI, data science, machine learning, technology, risk, compliance, product, and digital transformation organizations. 

• Develop highly targeted outbound campaigns using email, LinkedIn, industry events, conferences, and other prospecting channels. 

• Generate qualified meetings and opportunities for Innodata’s Financial Services. 

• Conduct initial discovery conversations to understand customer priorities, AI initiatives, data requirements, technical challenges, timelines, and potential areas of engagement. 

• Qualify prospects against defined criteria and transition qualified opportunities toward pilots and larger commercial engagements. 

• Coordinate prospect meetings, follow-ups, presentations, demonstrations, and technical discussions with Innodata subject matter experts. 

The BDR should sufficient domain fluency to connect these capabilities to financial services use cases such as underwriting, claims, fraud detection, investment research, financial document analysis, customer service, wealth management, compliance, risk management, and enterprise operations. 

You’ll Thrive in This Role If You Have:

• Bachelor’s degree or equivalent professional experience. 

• 2–5 years of experience in business development, sales development, technology sales, financial technology, or AI data services. 

• Demonstrated success generating qualified pipeline through targeted outbound prospecting. 

• Strong research skills and the ability to understand complex financial institutions and identify appropriate decision makers. 

• Strong written and verbal communication skills, particularly the ability to develop concise, personalized outreach for senior prospects. 

• Comfort communicating with both technical and business stakeholders. 

• Strong organizational skills and the ability to manage multiple accounts, contacts, campaigns, and follow-up activities simultaneously. 

• Understanding of financial services workflows such as underwriting, claims, fraud detection,  customer operations, risk management, or compliance. 

• A consultative approach to business development focused on understanding customer problems and identifying relevant solutions. 

The expected salary range for this position is $70,000 – $85,000 USD per year, based on experience, skills, and qualifications.