Job Description
THE ROLE 📝
In this role, you will be instrumental in identifying and qualifying new business opportunities within the Banking and Payments industries, with a specific focus on the US market. By leveraging your existing knowledge of the industry, you will use your outstanding communication and organisational skills, alongside your drive and ambition, to build amazing relationships with some of the world’s largest Financial Institutions and most exciting FinTechs.
Key responsibilities
Lead Generation: Build and execute multi-channel outbound sequences (email, phone, LinkedIn) using sales engagement platforms to proactively identify sales opportunities.
Lead Qualification: Conduct structured qualification calls to assess ICP fit, buying intent, and key qualification criteria for both inbound and outbound leads.
Relationship Building: Develop and nurture relationships with multiple buying personas at Financial Institutions and FinTechs, understanding their needs and tailoring your presentation of Form3’s solutions accordingly.
Sales Pipeline Management: Maintain accurate records of activity, qualification notes, and pipeline metrics in Salesforce and engagement tools.
Market Research: Stay informed about industry trends and competitor activities to ensure alignment to Form3’s strategy, and identify possible market opportunities.
Collaboration: Work closely with our Sales and Marketing teams to refine messaging, targeting, and pipeline strategy.
WE’RE LOOKING FOR 🔍
1-2 years’ experience in sales development, business development position, or similar pipeline-generation role within B2B (Fintech/payments experience preferred)
Proven track record of qualifying inbound leads and generating outbound sales qualified opportunities (SQO’s)
Experience of high value, low volume business development practices.
Hands-on experience using sales engagement platforms (e.g. Outreach, Salesloft, Apollo) to build and manage sequences and cadences.
Strong multi-channel prospecting skills, including email, LinkedIn and cold calling.
Understanding of the Financial Services landscape, including payments, banking, and FinTech desirable.
Proven ability to build and maintain relationships with key stakeholders.
Proficient in Salesforce (or similar CRM) with disciplined activity tracking and opportunity handover
Excellent communication, presentation, and interpersonal skills.
A proactive and results-driven attitude with a strong work ethic.
Process-oriented, whilst being able to think critically to identify inefficiencies and solve problems.
Flexible, adaptable and able to thrive within a fast-paced and quickly evolving environment.
THE TEAM 👥
This role sits within Form3’s newly established Global Commercial Operations team and reports directly into the Head of Commercial Operations. As a key member of this small but collaborative team, you will work closely with our Sales and Marketing teams to build pipelines, driving Form3’s future revenue growth!
INTERVIEW PROCESS ✍️
Stage 1: Screening Call with Talent Team
Stage 2: Interview with Hiring Manager
Stage 3: Case study
Stage 4: Presentation Interview with Sales Team
We always aim to stick to the above process, however there may be occasions when an additional interview stage is needed for us to be sure we’re hiring the right person!
HIRING LOCATIONS 📍
We are able to accept applications from the following US states; Connecticut, New Jersey, New York, North Carolina
ABOUT FORM3 💭
Revolutionising the world of payments with our cutting-edge technology and innovative solutions. For more information about life at Form3 check out the following pages:
What we do | Life at Form3 | Benefits | Flexa-verified employer | Podcasts
OUR DEI&B COMMITMENT
We hire talented people from a variety of backgrounds and experiences and are committed to a work environment based on diversity, open-mindedness and curiosity. We’re united by our company values (we even created them together!) and we celebrate our unique differences.
Our employee lifecycle processes are designed to embrace equal opportunity and prevent discrimination against our people regardless of personal characteristics. It is our strong belief that the more inclusive and belonging we are as a business, the better our work will be.
As an inclusive employer, we guarantee to interview all neurodiverse and physically disabled applicants who meet the minimum criteria for this role. We also encourage candidates to notify us of any reasonable adjustments that may be required during the recruitment process. This includes providing job adverts in alternative, accessible formats or adjustments required at interview stage.
If you consider yourself to be neurodiverse or physically disabled under the UN definition of disability and would like to be considered under this scheme and/or require any reasonable adjustments please let us know by sending an email to [email protected] clearly stating your consent for us to process this data.
For more information please refer to our Recruitment Data Policy.
