Director of Business Development

About Us

Our client is a leading provider of outsourced managed transcription services specializing in the finance and investment industry. Our clients include top private equity firms, investment funds, and financial institutions requiring high-quality, technology-augmented solutions to streamline their due diligence processes. With a commitment to excellence, we leverage AI-powered transcription and human expertise to deliver unmatched accuracy, speed, and client satisfaction.

Role Overview

We are seeking a Director of Business Development to drive growth and build strong partnerships with decision-makers in the investment industry. This is a senior-level role requiring a proven track record of selling outsourced managed services to private equity firms, investment funds, and other financial institutions. The ideal candidate will have a deep understanding of the finance industry, a strong network, and the ability to independently source, qualify, and close high-value deals.

Key Responsibilities

1. Business Development & Sales Strategy

• Develop and execute a comprehensive business development strategy targeting mid-market to enterprise clients in the finance industry.
• Build and maintain a robust pipeline of qualified leads through your existing network and strategic outreach.

2. Client Relationship Management

• Leverage your book of business to establish and deepen relationships with decision-makers in private equity and investment funds.
• Understand and address client pain points, particularly in areas such as due diligence, compliance, and operational efficiency.

3. Revenue Generation

• Meet and exceed monthly and quarterly KPIs focused on revenue generation and client acquisition.
• Independently manage the entire sales cycle, from lead sourcing to contract negotiation and closure.

4. Team Leadership

• Oversee and mentor a small team of business development professionals, fostering a collaborative and high-performing culture.
• Collaborate with internal teams to align sales strategies with company goals.

5. Industry Expertise & Value Articulation

• Demonstrate a deep understanding of investment fund operations, financial workflows, and the outsourcing value proposition.
• Effectively communicate the value of technology-augmented transcription solutions tailored to the due diligence and investment process.

Qualifications/Experience

• 7+ years of experience in business development, with a focus on selling outsourced services to the finance/investment industry.
• Proven track record of managing and growing a book of business in private equity, investment funds, or financial services.
• Experience with mid-market to enterprise sales cycles and achieving revenue targets.
• Deep understanding of private equity, investment funds, and the due diligence process.
• Familiarity with the transcription industry or a strong ability to quickly learn and adapt to it.
• Exceptional networking, negotiation, and relationship-building skills.
• Strong grasp of technology-augmented services and how they add value to operational workflows.
• Ability to thrive as an independent contributor while effectively leading and mentoring a team.
• Established network within the finance/investment community in the US, Canada, or UK.
• Willingness to travel for client meetings and industry events as needed.

What We Offer

• Competitive base salary plus performance-based incentives.
• Opportunities to work with top-tier clients in the finance and investment sectors.
• Collaborative and supportive work environment.
• Professional growth opportunities within a rapidly growing industry.