Senior Strategic Business Development Manager (Roo)

Founded in 2020, Roo.Cash is a fintech brand under Gogolook (Stock Code: 6902), dedicated to enabling people to “manage finances with peace of mind and consume wisely.” We partner with over 30 leading financial institutions in Taiwan, providing users with access to more than 200 financial products and comparison services. 

Through AI-driven innovation and inclusive finance practices, Roo.Cash has been recognized with the Digital Financial Award and the Wealth Management Award for its contributions to financial education and fraud prevention. By integrating generative AI into our platform, we have developed our proprietary fraud-prevention applications, along with the intelligent Q&A assistant “Roo AI.” Our mission is to provide trustworthy financial guidance and consumer advice, delivering reliable information and legitimate consultation channels to all. 

Roo.Cash Social Media: https://www.instagram.com/roo.cash_taiwan/

Key Responsibilities

• Own the BD team's advertising and co-marketing revenue targets; manage the full sales cycle from prospecting financial institutions to contract closure and renewal
• Go beyond selling ad placements — act as a strategic consultant to clients: leverage Roo.Cash's user data and behavioral insights to design tailored marketing solutions that genuinely improve their campaign outcomes
• Translate platform data into compelling narratives and proposals; help clients understand how database-driven audience segmentation and targeting can outperform traditional media buying
• Lead strategic account planning for key financial institution clients (banks, securities firms, insurance, ETF issuers); identify upsell and cross-sell opportunities grounded in data evidence
• Collaborate closely with product, and marketing teams to package data assets into scalable BD offerings; bridge client needs with product roadmap inputs
• Monitor market trends, competitor moves, and financial product launches; proactively identify new client segments and co-marketing opportunities
• Build and develop the BD team; cultivate a culture of consultative selling, data-informed pitching, and continuous learning
  
  
• Roo 商務機會拓展及負責完整的銷售週期，從尋找金融機構客戶到合約簽訂和續約
• 不只是銷售廣告位－而是作為客戶的策略顧問：利用Roo.Cash 的用戶數據和行為洞察，設計新的行銷解決方案，真正提升客戶的行銷效益
• 將平台數據轉化為新解決方案和提案；幫助客戶了解平台廣告及資料庫解決方案
• 領導主要金融機構客戶（銀行、證券公司、保險公司、證券等）的策略客戶規劃；upsell 銷售和跨產品銷售機會
• 與產品和行銷團隊緊密合作
• 市場趨勢、競爭對手動態和金融產品發布；主動識別新的金融產品曝光的機會
• 管理發展業務拓展團隊；培養諮詢式銷售、數據驅動型推廣和持續學習的文化

Requirements

• 5-8 years of experience in consulting, strategy consulting, or professional services、BD — with a track record of managing complex client engagements end-to-end
• Strong structured problem-solving skills: able to break down ambiguous business challenges, design solutions, and present clearly to senior stakeholders
• Demonstrated ability to identify decision-makers, navigate multi-stakeholder environments, and drive deals or projects to closure
• Excellent communication and relationship-building skills; able to earn trust with institutional clients and internal teams alike
• High ownership and execution drive; comfortable moving from strategy to action independently in a fast-moving environment
• Basic familiarity with data concepts — e.g., how databases work, or how data informs business and product decisions
  
  
• 5-8 年諮詢、策略諮詢或專業服務、業務拓展經驗，並擁有管理複雜客戶專案的成功經驗
• 強大的結構化問題解決能力：能夠分解模糊的業務挑戰，設計解決方案，並清楚地向高階利害關係人進行報告
• 能夠辨識決策者，駕馭多方利害關係人，並推動合作或項目最終達成
• 優秀的溝通和人際關係建立能力；能夠贏得機構客戶和內部團隊的信任
• 高度的責任感和執行力；能夠在快節奏的環境中獨立地將策略轉化為行動
• 具備資料庫應用概念的基本知識、為產品決策提供資訊

Preferred Qualifications

• Database Know-how
  • Hands-on experience with databases, data pipelines, or data products; able to collaborate with technical teams on data-driven initiatives

• Finance / Sales / Marketing
  • Any prior exposure to financial services (banking, fintech, insurance, securities) in any role is a plus
  • B2B sales, BD, or digital marketing experience is welcome but not required

• 資料庫相關能力
  • 具備資料庫、資料管線或資料產品的實務經驗，並能與技術團隊合作推動資料驅動相關專案

• 金融 / 業務 / 行銷背景
  • 曾接觸金融服務產業（如銀行、金融科技、保險、證券等）相關經驗者佳
  • 具備 B2B 銷售、商務開發（BD）或數位行銷經驗者佳（非必要條件）

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