Business Development Representative

About the role

Archway Group is a leading wealth-tech platform serving family offices, investment advisors, and ultra-high-net-worth families. Our platform combines powerful software with managed services to help clients navigate the complexity of partnership accounting, investment reporting, bill pay, and operational workflows.

Responsibilities

• Pipeline Generation & Territory Development
• Proactively identify and pursue new business opportunities within assigned verticals (family office, private bank, RIA, OCIO)
• Develop strategic account plans and “attack lists” aligned to Archway’s ideal customer profile
• Build and maintain a consistent pipeline of qualified opportunities
• Execute high-volume, high-quality outreach via cold calling, email, and LinkedIn
• Personalize messaging based on industry trends, firm structure, and operational pain points
• Leverage events, referrals, and centers of influence where applicable
• Qualification & Discovery
• Conduct initial discovery calls with senior finance, operations, and technology stakeholders
• Identify key pain points related to accounting, reporting, data aggregation, and operational scale
• Qualify opportunities and seamlessly transition to senior sales leadership
• Cross-Functional Collaboration
• Partner closely with Sales, Marketing, and Relationship Management teams
• Provide feedback on messaging, campaigns, and market segmentation
• Contribute to continuous improvement of outbound playbooks and ICP definition
• Performance & Accountability
• Maintain accurate activity tracking and pipeline hygiene within CRM

Requirements

• 1–3 years of outbound sales or business development experience (SaaS preferred)
• Exposure to financial services, fintech, or wealth management strongly preferred
• Industry Acumen (Preferred)
• Familiarity with family offices, private banks, RIAs, or fund accounting workflows
• Understanding of operational challenges in complex investment portfolios is a plus
• Core Skills
• Strong communication and executive presence
• Highly organized with excellent time management and follow-through
• Competitive, resilient, and comfortable operating in a metrics-driven environment
• Team-first mindset with a willingness to learn quickly
• Tech Stack
• Experience with Salesforce (or similar CRM)
• Familiarity with tools such as Salesloft, Outreach, Gong, LinkedIn Sales Navigator

Qualifications

• Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this role
• Prolonged periods of desk-based work
• Regular use of standard office technology (computer, phone, video conferencing)
• Able to communicate clearly in person, by phone, and on video
• Occasionally lift and/or move up to 20 pounds
• Remote work must meet Archway standards for productivity, availability, and data security

Benefits

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.

Pay

$60,000 - $70,000

Schedule

This position operates in a remote environment with a remote work policy.