Business Development Representative

Job Summary

As a full-time Business Development Representative focused on expansion, the candidate will collaborate with Customer Success, Marketing, and Sales to identify and qualify growth opportunities within existing client accounts, scheduling meetings for Account Executives and managing outreach efforts.

Key Responsibilities:

• Identify key accounts and surface expansion opportunities within the existing client base
• Qualify expansion opportunities and nurture leads that are not yet ready
• Schedule meetings and demos for Account Executives, providing necessary context for sales cycles

Required Qualifications:

• 0-2 years of experience in sales, business development, or a client-facing role
• Eligible to work in the United States without the need for future sponsorship
• A degree in finance, economics, business, or a related field is preferred
• Interest in financial markets and a foundational understanding of investing strategies
• Comfort with CRM and sales tools, or the ability to learn them quickly