Company
Financial Services
Director,BusinessDevelopment&Sales–FinancialServices(CreditUnions)
Neural analysis suggests this role is
optimal for Director candidates.
“Director, Business Development & Sales – Financial Services (Credit Unions). Skills: Business development, Sales, Revenue generation, Deal closure. Drive end-to-end business development within financial services and. Identify, pursue, and close new business opportunities”
What You'll Achieve.
Revenue growth; Strategic market expansion
Industry & Context.
What They're Looking For.
Must Have
8–12+ years of experience in business development, sales, or client growth roles, Proven track record of selling into credit unions, banks, fintechs, or regulated financial institutions, Hunter mindset with demonstrated success in originating and closing high-value, complex deals, Experience managing long sales cycles with multiple stakeholders and executive-level engagement, Deep understanding of consultative selling, solution shaping, and value-based positioning, Pipeline management, forecasting, and CRM discipline, Excellent communication, negotiation, and executive presentation skills, Ability to operate autonomously in a fast-paced, entrepreneurial, and target-driven environment
Nice to Have
Knowledge of digital transformation, financial platforms, and innovation services is highly valued
What You'll Do.
Drive end-to-end business development within financial services and
and close new business opportunities
Own the full sales cycle
Build and maintain executive-level relationships
Develop and execute outbound strategies
Translate client challenges into solutions
Maintain accurate pipeline forecasting
Represent the organization at industry events
Generate and accelerate opportunities
Collaborate on go-to-market initiatives
Collaborate on thought leadership activities
Ensure seamless handoff of closed opportunities
Support long-term account expansion
How You'll Work.
Team & Collaboration
Internal teams; Marketing teams; Leadership teams; Delivery teams
Communication Scope
Executive presentation
Full Job Description
## Accountabilities This role is responsible for driving end-to-end business development within the financial services and credit union sector, with a strong focus on revenue growth and strategic market expansion. Proactively identify, pursue, and close new business opportunities across credit unions, banks, and fintech partners in Canada and the United States Own the full sales cycle including prospecting, discovery, solution shaping, proposal development, negotiation, and contract closure Build and maintain strong executive-level relationships with CIOs, CTOs, and senior business leaders Develop and execute disciplined outbound strategies supported by ABM campaigns, events, and partner channels Translate client challenges into tailored consulting and digital transformation solutions in collaboration with internal teams Maintain accurate pipeline forecasting, account planning, and performance tracking discipline Represent the organization at industry events, conferences, and financial services forums to generate and accelerate opportunities Collaborate with marketing and leadership teams on go-to-market initiatives and thought leadership activities Ensure seamless handoff of closed opportunities to delivery teams while supporting long-term account expansion Requirements This role requires a seasoned business development professional with deep experience in complex, consultative sales within financial services or related technology consulting environments. 8–12+ years of experience in business development, sales, or client growth roles within professional services, consulting, or digital solutions Proven track record of selling into credit unions, banks, fintechs, or regulated financial institutions Strong hunter mindset with demonstrated success in originating and closing high-value, complex deals Experience managing long sales cycles with multiple stakeholders and executive-level engagement Deep understanding of consultative selling, solution shaping, and value-ba
Applying for this Director, Business Development & Sales – Financial Services (Credit Unions) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about this company?
Real rants from real employees. Read before you apply.