Business Development Specialist

About Solution Optimizers

Join an exciting and growing company where you can make an immediate impact and work directly with customers on mission critical objectives. Solution Optimizers is a technology consulting firm that helps banks and credit unions maximize the value of their enterprise software investments. We specialize in process automation, system optimization, integrations, data migration, reporting, and implementation services across a variety of financial technology platforms. Our team combines deep technical expertise with decades of financial institution operational experience, helping clients improve efficiency, enhance user experiences, and deliver better service to their customers and members.

Position Summary

Solution Optimizers is seeking a motivated and energetic Business Development Specialist (BDS) to help drive growth by identifying and engaging prospective customers. This role is ideal for an early-career sales professional looking to build a career in technology consulting and financial services. The BDS will be responsible for prospecting, developing relationships, scheduling meetings, and creating qualified sales opportunities. The successful candidate will be curious, coachable, highly organized, comfortable engaging with executives and decision-makers, and willing to proactively reach out to prospective customers through outbound sales efforts. This is not a transactional sales role. Successful candidates will focus on building long-term relationships with financial institution leaders and helping clients solve operational and technology challenges.

Responsibilities

• Identify and research prospective banks and credit unions
• Execute outbound prospecting campaigns through phone, email, LinkedIn, and other channels
• Conduct outbound cold calling as a core part of the role
• Schedule discovery meetings with qualified prospects
• Maintain accurate prospect and opportunity information within CRM
• Support marketing campaigns and follow-up activities
• Attend virtual and occasional in-person industry events
• Develop relationships with prospective clients and industry partners
• Learn and effectively communicate Solution Optimizers' service offerings
• Collaborate with company leadership on sales strategy and account development
• Meet established activity and opportunity generation goals 

Required

• 1-3 years of sales, customer service, business development, or related experience
• Strong verbal and written communication skills
• Comfortable making outbound phone calls
• Strong organizational and time management skills
• Self-motivated and able to work independently
• Proficiency with Microsoft Office and CRM systems

Preferred

• Experience selling B2B products or services
• Experience in technology, software, or consulting sales
• Familiarity with financial institutions, banking, or credit unions
• Experience using CRM platforms such as Zoho, Salesforce, or HubSpot
• LinkedIn prospecting experience

Compensation & Benefits  

• OTE: $75,000-$90,000
• Uncapped Commission Opportunity
• Highly Competitive Performance-Based Compensation Plan
• Paid Time Off
• Health, Dental, and Vision Insurance
• 401(k) with Company Match
• Remote Work Flexibility
• Professional Development Opportunities
• Opportunity for career advancement into Account Executive or Sales Leadership roles

Ideal Candidate

We are especially interested in candidates who are eager to learn, enjoy building relationships, and are motivated by helping customers solve problems. Candidates with experience in banking, credit unions, customer service, branch operations, lending, account management, or business development are encouraged to apply. We believe industry knowledge, professionalism, and a strong work ethic are often more important than extensive sales experience.

Why Join Solution Optimizers?

• Work directly with experienced industry professionals
• Learn both technology and financial institution operations
• Join a growing company with a strong reputation in the banking and credit union market
• Opportunity to influence company growth and strategy
• Competitive compensation with uncapped earning potential
• Collaborative, entrepreneurial culture where your contributions make a direct impact
• Exposure to executives and decision-makers across financial institutions nationwide