OneStream Business Development Representative

About the role

The OneStream Business Development Representative (BDR) is an entry-level position within our Finance and Operations Practice. This role focuses on generating net-new pipeline to support our OneStream Account Executives.

Responsibilities

• Generate qualified leads for OneStream Account Executives, with a target of 25 qualified leads per quarter
• Follow up on digital marketing campaigns through phone, email, and LinkedIn outreach to gauge interest and schedule discovery meetings
• Proactively conduct outbound prospecting to finance leaders (CFOs, Controllers, FP&A Directors) within target accounts
• Use digital marketing and sales enablement tools such as Pardot, 6sense, CRM systems, and sequencing tools to identify buying signals and prioritize outreach
• Support go-to-market (GTM) initiatives including campaign coordination, targeted outreach programs, and alliance-driven marketing efforts
• Drive attendance for webinars, executive roundtables, and field marketing events, and conduct structured follow-up with attendees to convert interest into meetings
• Develop working knowledge of OneStream products and capabilities, including financial close, consolidations, account reconciliations, budgeting, forecasting, financial reporting, and AI-enabled finance solutions
• Become conversant in modern finance transformation trends, including AI-enabled forecasting, predictive analytics, intelligent automation, and data-driven decision support
• Develop relationships with OneStream Account Executives, Business Development Representatives, and alliance partners to support coordinated pipeline generation
• Maintain accurate CRM records, track outreach activity, and measure performance against KPIs
• Collaborate closely with Marketing and Account Executives to refine messaging, targeting, and campaign effectiveness
• Continuously improve prospecting strategies through feedback, data analysis, and coaching

Qualifications

• 0–2 years of professional experience in sales, marketing, finance, business development, or technology-related roles
• Bachelor’s degree in Finance, Accounting, Business, Marketing, Economics, or a related field preferred
• Strong interest in enterprise software, Corporate Performance Management (CPM), or finance transformation
• Highly motivated, self-starter mentality with a strong work ethic and competitive drive
• Ability to quickly learn new concepts, including financial close processes and enterprise technology solutions
• Organized, disciplined, and comfortable managing activity targets and KPIs
• Strong written and verbal communication skills with executive presence and professionalism
• Confident, personable, and comfortable engaging with senior finance leaders
• Comfortable working with digital marketing tools and CRM systems
• Ability to work collaboratively in a fast-paced, team-oriented environment

Compensation

• Competitive base salary
• Variable compensation tied to KPI attainment (qualified leads generated)
• Additional incentive for leads that convert to closed-won opportunities
• Clear career progression path into Account Executive or related growth roles

Benefits

• Generous time off
• Paid holidays
• Paid parental leave
• 401(k) with company match
• Subsidized health, dental, and vision plans
• Company-paid life and disability insurance
• Monthly allowance for well-being and technology expenses
• Reimbursement for approved learning and development initiatives within defined limits

Spaulding Ridge’s Commitment to an Inclusive Workplace

We are committed to helping team members thrive in their work and life, and we invest in comprehensive total rewards to support this goal. We also have a commitment to an inclusive workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.