Role Mission
The mission of the Business Development Executive, Scale-Up & Mid-Market Fintech is to generate qualified, high-potential pre-sales opportunities with cash-rich fintech scale-ups and mid-market fintech companies by applying disciplined account-based research, executive relationship building, warm account nurturing, direct outreach, conference / roadshow scouting, LinkedIn social selling, and CTO-centric trust-first business development.
The role exists to create sales-qualified opportunities for INSART’s pre-sales team, especially with companies that can start with at least 5- or 6-digit pilot projects and potentially expand into long-term engineering, product, AI/data, integration, modernization, or CTO-support engagements.
Why INSART
INSART is a Fintech Business Studio, Accelerator, and Venture Builder with strong Software and Product Engineering expertise, advancing fintech businesses that redefine finance and expand digital freedom. We operate at the intersection of a Startup Studio and an Innovation Lab — co-building new ventures from the ground up, accelerating existing fintech products, and driving digital transformation across the financial ecosystem.
Headquartered in Boca Raton, Florida, with engineering hubs in Ukraine, Poland, Romania, and Spain, we help founders and established companies build, scale, and raise capital through six integrated pillars: software engineering excellence, product development excellence, go-to-market acceleration, fundraising support, selective co-investment, and strategic advisory & executive coaching.
We are not a fund and not a broker — our model is built on partnership, co-building, and long-term alignment rather than commissions or financial intermediation. Our role is to unify founders, engineers, advisors, and investors to co-create secure, scalable, data-rich, cloud-native, and AI/ML-powered fintech solutions.
Our expertise spans WealthTech, PayTech, Capital Markets, Investment Analytics, Corporate Finance, Non-profits, and other areas of financial services. Our clients include AdvisorEngine (acquired by Franklin Templeton), Mirador (acquired by iCapital), Accel-KKR portfolio companies such as Salsa Labs (acquired by Bonterra Tech & EveryAction) and Enmark, and MPI (Markov Processes International), serving global leaders such as BlackRock, Fidelity, and John Hancock.
Expected Outcomes and Role Responsibilities
The primary outcome of this role is to generate qualified sales opportunities and a sales pipeline for scale-up and mid-market fintechs, with those opportunities accepted by the Growth pre-sales team, measured by the following KPIs and metrics:
• Number of Target Accounts with decision-makers & influencers identified and mapped in CRM with clear ICP-fit logic
• Number of Account Research Completed
• Number of Executive Conversations Started
• Number of Qualified Sales Opportunities Submitted to Growth Pre-sales team
• Number of Qualified Sales Opportunities Accepted by Growth Pre-sales team
• Potential Revenue Targets in the Sales Pipeline achieved at each milestone
• New Booked Revenue Targets closed by the Growth team from submitted and accepted Qualified Sales Opportunities at each milestone
Role Requirements
• Account-Based Research Discipline
• High-trust Relationship Building with Executives
• Executive-level Communication
• CTO-Centric Business Understanding
• Fintech and Software Business Competence
• Persistent and Consistent Follow-Up Approach
• CRM Mastery & Pipeline Discipline
• Pre-Sales Orientation
• Stakeholder Mapping Skills & DMU Awareness
• LinkedIn Social Selling Skills
• Conference & Roadshow Scouting Experience
• Ownership Mentality
Daily schedule
This position operates within U.S. Eastern Standard Time (EST) business hours.
Interview Process
• Intro Call with Recruiter (up to 60 min)
• Interview with the CEO as Hiring Manager (up to 90 min)
• Test Task - sent after the interview with the CEO
• Test Task Review Call - with CEO and Head of Growth
• Contract Offer Call - with CEO (30 min)
Join us!
Our Youtube channel:
Our Linkedin:
Looking forward to having a mutually interesting conversation with you!
Pay: From $85,000.00 per year
Benefits:
• Flexible schedule
• Paid time off
• Professional development assistance
Application Question(s):
• Would you be available to start a new role within 1 week?
• How much of your experience has been focused on fintech, SaaS, software, or financial services clients, and what types of solutions were you involved with?
• Have you worked on researching target accounts, key stakeholders, and potential business opportunities?
• Would you be comfortable acting as a scout, relationship builder, and deal architect-creating and nurturing sales opportunities while leaving the closing process to other team?
• What are your gross compensation expectations in USD per month?
Work Location: Remote