Business Development Specialist
About the role
You will Support the Core Sales organization by driving prospecting efforts, executing business development campaigns, coordinating territory planning, assisting with pricing and sales operations, and helping Account Executives maximize selling time. This role is focused on creating pipeline, improving sales efficiency, and supporting strategic initiatives across the team.
Responsibilities
- Partner closely with the Core Sales team to support prospecting and outbound business development efforts
- Aid in identifying and researching prospective firms across Emerging, Mid Market, and High Profile segments
- Support outbound campaigns including email outreach, call campaigns, event follow up, and strategic account targeting
- Cook meetings and travel schedules for sales representatives while they are in territory, including client meetings, partner meetings, and centers of influence
- Maintain and improve CRM data quality, pipeline tracking, and sales activity reporting within Salesforce
- Aid sales leadership with pricing support, proposal preparation, and internal deal coordination
- Collaborate with marketing and sales leadership on campaign execution, conference follow up, and pipeline generation initiatives
- Support custodial and strategic partner relationship initiatives where needed
- Prepare sales materials, territory plans, prospect lists, and account research for client meetings and business reviews
- Identify process improvement opportunities to help the sales organization scale more effectively
- Assist with ad hoc strategic projects and operational initiatives across the sales organization
Requirements
- Bachelor’s degree preferred
- 1–3 years of experience in sales, business development, financial services, fintech, or a related field preferred
- Strong communication and organizational skills
- Highly detail oriented with the ability to manage multiple priorities simultaneously
- Comfortable working in a team oriented, fast paced environment
- Strong work ethic with a proactive and self starter mentality
- Experience with Salesforce or CRM systems preferred
- Proficiency in Microsoft Office, including Excel and PowerPoint
- Interest in fintech, wealth management, and enterprise technology solutions preferred
Qualifications
Strong teammate and positive attitude
Coachable and open to feedback
High level of professionalism and integrity
Ability to build relationships internally and externally
Strong attention to detail and follow through
Process oriented mindset with the ability to execute consistently
Desire to grow within a high performance sales organization
Benefits
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
New York: The expected base salary for the position is between $75,000 USD to $85,000 USD.
Other States expected base salary for the position is between $75,000 USD to $85,000 USD.
Illinois: The expected base salary for the position is between $75,000 USD to $85,000 USD.
Massachusetts: The expected base salary for the position is between $75,000 USD to $85,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Pay
New York: The expected base salary for the position is between $75,000 USD to $85,000 USD.
Other States expected base salary for the position is between $75,000 USD to $85,000 USD.
Illinois: The expected base salary for the position is between $75,000 USD to $85,000 USD.
Massachusetts: The expected base salary for the position is between $75,000 USD to $85,000 USD.
Schedule
Applications will be accepted on an ongoing basis until the position is filled.