Business Development Representative

Job Summary

Seeking a motivated and inclusive Business Development Representative, the full-time remote position will focus on managing high volumes of inbound leads and outbound business development, ensuring a client-first approach to drive growth in the wealth management sector.

Key Responsibilities

• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads
• Regularly perform against individual monthly and quarterly targets, including pipeline creation and conversion rates
• Utilize CRM tools and advanced prospecting tools to generate qualified meetings and build trust with prospects

Required Qualifications

• Bachelor's degree or equivalent relevant work experience required
• 3 years of experience in a SaaS business or sales development representative role
• Solid understanding of Salesforce, Outreach.io, and Zoominfo
• Strong history of achieving and exceeding sales targets
• Experience in both inbound and outbound sales channels