Sales Development Representative - Financial Technology


Informa Group Plc.

Boston, MA
Full Time
3y ago

Company Description

About Informa Financial Intelligence ("IFI")

Informa provides financial institutions with the intelligent advantage to make informed decisions, understand past trends, forecast future performance, drive profitability, and increase returns. We offer our clients market-leading competitive benchmarking, customer analytics, and specialized data. Gain a competitive position with our Bank Peer Benchmarking and Analysis offerings. Through our data and analytics platform, we provide banks top-quality peer benchmarking intelligence that takes indicative market data and delivers actionable insight that impacts performance.

This opportunity is for a Business Development Executive (BDE) to support the growth of Institutional Fund Flows, Stock Flows, and Asset Allocations Data.

Job Description

You will be responsible for identifying and developing new business relationships with financial professionals i.e., investors and money managers. You will develop new business opportunities that support Informa’s overall growth strategy. You will work closely with marketing and product management to generate lead generation and implement business development initiatives that maximize and grow the Informa footprint while generating bottom-line revenue.

You should be comfortable making dozens of calls per day, working with channel partners, generating interest, qualifying prospects, and closing sales. You will be tasked with “hunting” for new contacts, prospects, new account logos, and opportunities in segments identified by leadership.  Once a target is identified, you will handle the first wave of client outreach, introducing Informa and our solution, and establish the next action item i.e., calls, voice mails, emails, demo, etc.

Day-to-day Responsibilities

  • Source new sales opportunities through inbound lead follow-up and outbound cold calling and emails.
  • Qualify opportunities, then work with the appropriate Sales Specialist for further development and closure.
  • Develop advanced prospecting and planning skills.
  • Generate and qualify leads over the phone (e.g., cold calling, prospecting, schedule sales calls, and demonstrations).
  • Build relationships with key decision-makers.
  • Determine customer’s requirements and present Informa solutions.

Further Responsibilities

  • Sourcing sales opportunities through inbound lead follow-up, outbound cold calling (100’s per week) and email, and potential in-person client/prospect meetings.
  • Work with Account Managers and Sales Specialists to identify new prospects to call upon at existing accounts and set up meetings with these prospects.
  • Work with Account Managers and Sales Specialist to identify new prospects segments and accounts.
  • Learn and be able to demonstrate the IFI value proposition to top target personas.  Requires good financial market knowledge and excellent presentation skills.
  • Ensure an effective collaboration process between Informa Account Managers and Sales Specialist throughout the sales process.
  • Achieve monthly quotas and objectives set by management. 
  • Work with marketing on creating Sale campaigns to generate revenue for “new logos”.



  • Proven inside sales experience
  • Good knowledge of financial markets (Quant background a plus)
  • Strong phone presence and experience making dozens of calls per day
  • Proficient with corporate productivity and web presentation tools
  • Experience working with 
  • Excellent verbal and written communications skills
  • Ability to multi-task, priorities, and manage time effectively
  • Driven and motivated to achieve goals and quotas

Additional Information

Why work at Informa

Employee experience is very important to us at Informa. On top of joining a supportive, diverse and ambitious team that welcomes all types of candidates. We are also flexible with different working patterns and prioritizes promotions internally. Our benefits include:

  • Learning and development plan to assist with your career development
  • 15 days PTO plus 9 national holidays, 4 days for volunteering and a day off for your birthday!
  • Competitive Benefits with 401k match
  • Paid parental leave
  • Work with a high quality of specialist products and service
  • Bright and friendly staff who are all “expert’s experts” and additional training and development for helping you achieve your career aspiration
  • ESPP - become a shareholder

We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't fit all the requirements. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. You could be just what we need! We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Informa is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.

See how Informa handles your personal data when you apply for a job here.

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