CareerPlan

Business Development Representative - Banking & Financial Services

Dallas, Texas, USAFull-time$50k–$74k2026-10-09 → 2026-11-10

Core

Generate qualified meetings and revenue opportunities for TaskUs' sales teams by prospecting into the FinTech, banking, and financial services sectors.

Role type

Business Development Representative (BDR)

Builds

Top-of-funnel sales-ready meetings for the field sales team

Domain

Financial Services / FinTech / Banking

Required skills

outbound prospecting, Salesforce, LinkedIn, Salesloft, financial industry knowledge, sales qualification, communication

Preferred skills

FinTech knowledge, AI/ML in finance, tech-savviness

Technologies

Salesforce, LinkedIn, Salesloft

Responsibilities

Identify and qualify new business opportunities via outbound prospecting (email, LinkedIn, video, phone), set 15 outbound meetings per quarter, generate 3 high-quality stage opportunities, penetrate key decision-makers at Global 1000 financial brands, log and manage leads in Salesforce, create personalized messages for prospects

Seniority

Individual Contributor