Business Development Executive, Scale-Up & Mid-Market Fintech

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
.

More information about us -
[meet INSART]

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

1. Account-Based Research Discipline
2. High-trust Relationship Building with Executives
3. Executive-level Communication
4. CTO-Centric Business Understanding
5. Fintech and Software Business Competence
6. Persistent and Consistent Follow-Up Approach
7. CRM Mastery & Pipeline Discipline
8. Pre-Sales Orientation
9. Stakeholder Mapping Skills & DMU Awareness
10. LinkedIn Social Selling Skills
11. Conference & Roadshow Scouting Experience
12. Ownership Mentality

Daily schedule

This position operates within U.S. Eastern Standard Time (EST) business hours.

Interview Process

1. Intro Call with Recruiter (up to 60 min)
2. Interview with the CEO as Hiring Manager (up to 90 min)
3. Test Task - sent after the interview with the CEO
4. Test Task Review Call - with CEO and Head of Growth
5. Contract Offer Call - with CEO (30 min)

Join us!

Our Youtube channel:
https://youtu.be/4sTbBCsAFRQ

Our Linkedin:
https://www.linkedin.com/company/insart/

Looking forward to having a mutually interesting conversation with you!
😉