Strategic Business Development Specialist (Australia)

 

ABOUT INTELLIFLO

intelliflo widens access to financial advice by providing financial professionals with the technology they need to deliver great outcomes for their clients. We use open software architectures combined with powerful APIs to deliver solutions that give our clients more time to focus on their customers’ needs. Our solutions are used by thousands of financial advisers, planners, and wealth managers across the globe. intelliflo operates independently but is backed by Carlyle, one of the largest private equity houses in the world.

ROLE OVERVIEW

As a Strategic Business Development Specialist, you will create and develop new business opportunities across the Australian Financial Advice and Wealth Management sector. The role combines strategic account planning with disciplined, high-volume cold calling and multi-channel prospecting. You will engage senior decision makers, build relationships with strategic partners and alliances, qualify opportunities, and create high-quality meetings and pipeline for the wider Sales and Solutions team.

KEY RESPONSIBILITIES

  • Build and manage a portfolio of strategic-sized prospects across Australia, with a clear plan to develop long-term relationships into qualified sales opportunities.
  • Own a structured cold-calling programme: make high-volume outbound calls to target accounts, confidently introduce intelliflo, engage senior decision makers, handle objections, and secure next steps.
  • Plan call blocks and daily activity to deliver agreed KPIs, including outbound calls, meaningful conversations, emails, meetings booked, and qualified opportunities created.
  • Research target accounts, networks, platforms, associations, and key decision makers before outreach so every call is relevant, informed, and commercially focused.
  • Use telephone, email, LinkedIn, networking, events, and partner referrals to open conversations and build relationships with C-Suite and other decision makers.
  • Qualify opportunities against agreed criteria, document business needs and buying processes, and provide a seamless handover to the wider strategic Sales and Solutions team.
  • Develop and maintain strong relationships with strategic partners and alliances to identify new business opportunities within their advice networks.
  • Work closely with Marketing to shape campaign messaging, follow up campaign responses by telephone, and provide feedback on market response, competitor activity, and objections heard on calls.
  • Keep Salesforce accurate and current, including account plans, contact records, call outcomes, next steps, opportunity notes, and pipeline activity.
  • Collaborate with Product and Sales colleagues to stay current on the intelliflo office solution, roadmap, market developments, and the regulatory and operational challenges facing advice firms.
  • Represent intelliflo professionally at exhibitions, events, meetings, and other industry forums, acting as an ambassador for the business.

SKILLS AND EXPERIENCE REQUIRED

  • Extensive experience within the Australian Financial Advice and Wealth Management community, including platforms, networks, nationals, private wealth managers, associations, and industry bodies.
  • Proven experience in B2B business development, new business sales, prospecting, or a comparable commercial role; consistent cold-calling experience is essential.
  • Confident and resilient on the telephone, with the ability to open conversations with senior stakeholders, ask effective discovery questions, handle rejection, and secure meetings.
  • Well connected to C-Suite and decision makers in the Australian Financial Advice and Wealth Management community, with strong networking and engagement skills.
  • Excellent written, verbal, and presentation skills, with the ability to tailor messages to different audiences and communicate commercial value clearly.
  • Strong commercial awareness, self-motivation, organisation, and drive; able to manage a disciplined activity plan while prioritising strategic opportunities.
  • Comfortable working with CRM data, sales activity reporting, LinkedIn, Microsoft Office, and other prospecting tools; Salesforce experience is desirable.
  • Understanding of the business model of a financial advice firm and the operational, technology, and regulatory challenges affecting the sector.

WHAT WE OFFER

  • An influential role in a growing financial technology business with exposure to senior stakeholders across the Australian advice market.
  • Clear ownership of a strategic territory, supported by coaching, product enablement, and collaboration with experienced Sales, Solutions, Marketing, and Product colleagues.
  • A collaborative and supportive remote working culture with opportunities to build a long-term career within the intelliflo sales organisation.
  • Competitive salary and benefits package.

To apply for this role please e-mail [email protected]