Financial Services Business Development Manager

Herrmann seeks a Business Development Manager to open doors and create valuable relationships in the Financial Services industry


The Financial Services Business Development Manager (BDM) is responsible for the introduction and success of Whole Brain Thinking system. You will actively seek out new business opportunities and introduce the ongoing lifetime value of Whole Brain Thinking. The BDM will sell the full suite of Herrmann solutions and be responsible for developing relationships with multiple buyers within these accounts, to develop and close larger opportunities. Candidate must have a demonstrated track record of achievement selling to large enterprise financial services organizations.


  • Develop a strong understanding of target buyers, domain knowledge, products and competitors.
  • Prospect and identify new opportunities to build and maintain a healthy pipeline.
  • Demonstrated ability to identify and sell to multiple buyers within an organization.
  • Implement a consultative, solution selling, methodology.
  • Ability to develop and close sales exceeding $100,000 in annual value
  • Work with Marketing and Sales teams to execute campaigns to top buyers.
  • Exceed assigned sales objectives and quarterly bookings quotas.
  • Accurately manage and forecast your business using HubSpot.


  • You have 3-5 years’ direct consultative Sales experience (B2B) in SaaS/services
  • Confirmed sales record of accomplishment in generating new business in the financial services industry vertical
  • You are experienced in delivering client-focused solutions based on customer needs
  • Highly proficient in Microsoft Office/Google Docs Suite and web-based SaaS customer platforms (e.g.,HubSpot, Salesforce, etc.)
  • You can handle multiple projects at a time while keeping designs very detailed oriented to communicate with our internal team and partners and can work under stress and meet scheduled deadlines
  • You have excellent oral and written skills combined with strong analytical skills and a proven ability to communicate, present and influence credibly and effectively at all levels of the organization including executives and C-level
  • You’re focused in creating your own path and processes to deliver projects
  • You consider yourself a self-starter/self-motivated with an attitude of working together to increase service efficiency and process
  • Outstanding Teammate with a positive attitude
  • You have prior experience working in a mobile and remote environment


Education: a Bachelor’s degree in Sales, Business Management, Finance or Economics, highly preferred 5+ Years selling into larger commercial accounts Background or training in a consultative/Solution Sales process Strong blueprinting, prospecting, cold-calling skills


  • Proven, measurable, and successful experience as a "hunter" into the largest US companies.
  • Proven, measurable, and successful experience in growing revenue within an existing account
  • Ability to develop and manage a high volume of opportunities.
  • Must be motivated, dedicated and a self-starter.
  • Strong analytical, negotiation and creative problem solving skills.
  • Must have a verifiable history of meeting or exceeding sales quotas.
  • Willingness to travel approx. 30%.
  • Experience using HubSpot a plus.
  • Specialized Skills and Knowledge:
    • Experience in selling SaaS product highly desirable.
    • Experience with Sandler Selling, SPIN Selling, or Solution Selling a plus.

Ensuring a diverse and inclusive workplace where we learn from each other is core to Herrmann’s values. We welcome people of different thinking preferences, backgrounds, experiences, abilities, and perspectives. We are a proudly woman-owned business, an equal opportunity employer and a fun place to work. Herrmann is 100% virtual, so a suitable home office setup is required with reliable high bandwidth internet access along with a quiet workspace. Individual may reside anywhere in the US as long as working hours align with our standard business hours to ensure team interaction and partnership. You will be required to travel when needed, and a few times each year you’ll be expected to be available to travel to various locations for internal team activities/meetings to include our annual or at most 2x/year company retreat that require physical presence.

Herrmann is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of thinking preferences, race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
To apply for this position, please send your resume with a link to your portfolio and cover letter to
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