Business Development Manager

About the company

Role Details Company: US-based AI SaaS company

Industry: AI / Financial Services / Mortgage Technology

An AI-powered SaaS company providing voice-based sales automation solutions to mortgage lenders and financial institutions. The company works with major independent mortgage lenders and is expanding into larger banking institutions.

Your tasks

About the Role The company is hiring a Business Development Manager as an early sales hire to manage strategic accounts, drive revenue growth, and help establish its sales processes. The role focuses primarily on expanding existing customer relationships, demonstrating ROI, and developing long-term enterprise partnerships.

The successful candidate will work closely with company leadership and senior executives at financial institutions, combining commercial judgment, financial modeling, and customer-facing skills.

• Manage the full sales cycle, from prospecting and discovery to pilots, closing, and account expansion.
• Build relationships with executives and decision-makers at mortgage lenders and financial institutions.
• Identify customer needs and opportunities to increase revenue through AI solutions.
• Develop ROI models and business cases using customer data and deployment results.
• Coordinate complex enterprise evaluations involving technology, compliance, procurement, and legal teams.
• Design pilots that support broader product adoption and expansion.
• Build a qualified sales pipeline and identify new opportunities.
• Collaborate with product and customer teams to improve the offering and sales strategy.
• Develop repeatable sales processes and playbooks as the company scales.

Requirements

Experience: 3+ years

• 3+ years of experience in management consulting (MBB) or investment banking/private equity.
• Alternatively, a top-10 MBA is required for candidates without an MBB background.
• Experience building financial or ROI models and presenting findings to clients or executives.
• Excellent written and verbal communication skills.
• Strong commercial judgment and confidence in engaging senior stakeholders.
• Genuine interest in a customer-facing, revenue-generating role.
• Ability to work in the San Francisco Bay Area four days per week.
• Motivation to work in a commission-driven environment.

Ideal Candidate

• Former MBB consultant at Associate level or above, or an investment banking/private equity professional.
• Strong analytical skills combined with relationship-building and sales aptitude.
• Comfortable navigating complex enterprise organizations and influencing decision-makers.
• Interested in translating data and financial analysis into commercial outcomes.
• Experience selling enterprise SaaS, AI solutions, or complex B2B products is advantageous.
• Background in banking, mortgage lending, or regulated financial services is a plus.
• A track record of closing enterprise contracts worth $500K+ is highly desirable.

What we offer

Base Salary: $100,000–$150,000

On-Target Earnings (OTE): $200,000–$300,000

• Join an early sales team with direct access to company leadership and significant ownership.
• Drive growth by expanding existing relationships with major mortgage lenders rather than relying primarily on cold outbound sales.
• Help the company expand into large banks and strengthen its position in financial services.
• Apply consulting, financial modeling, and commercial skills to real customer outcomes and revenue growth.
• Shape the sales strategy and processes as the company scales.
• Earn $200,000–$300,000 in OTE, with uncapped commission potential and competitive equity.

How to apply

Interview Process

• Candidate Submission
• Initial Screen with CEO
• ROI Model Review with CEO
• Product Pitch and Discovery Call
• Onsite Interview

Other

We’re supporting a client with the recruitment requirement outlined below. If your recruiting expertise and networks align with the role, please apply to express your interest.

Location: San Francisco, California

Employment Type: Full-time

Work Arrangement: Hybrid — 4 days in-office, with Wednesday as an optional remote day

Visa Sponsorship: Open to eligible visa transfers, including OPT and H-1B transfers

Hiring Count: 1–4 candidates