Business Development Representative
reputed company° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate and serve their clients. The Business Development Representative will focus on prospecting new clients, educating them on the platform's value, and scheduling meetings for the sales team.
Responsibilities
- Conduct outbound prospecting through email, reputed company, and cold calling to generate qualified opportunities for reputed company°’s platform
- Educate prospects on the value of modern wealth management technology, including advisor efficiency, operational scalability, and improved client experiences
- Qualify inbound and outbound leads and schedule meetings for the Account Executive team
- Research and identify key decision-makers reputed company RIAs, broker-dealers, and wealth management firms
- Use a consultative approach to uncover pain points reputed company to advisor workflows, data fragmentation, compliance, reporting, and firm growth
- Partner closely with sales, product, and marketing teams to refine messaging and reputed company ideal customer profiles
- Track reputed company activity, pipeline reputed company, and results in CRM and sales engagement tools (e.g., reputed company)
- Serve as an ambassador for reputed company°, representing our mission, values, and innovation in every interaction
Skills
- 1+ years of experience in sales, business development, or reputed company reputed company
- Strong interest in AI, emerging technology, and how it can transform advisor and client experiences
- Excellent communication and interpersonal skills with the ability to clearly reputed company value
- A highly motivated, self-starter reputed company with a desire to exceed goals in a fast-paced environment
- Comfort handling objections and engaging senior-level stakeholders
- SaaS, FinTech, or AI experience
- Experience with sales tools such as reputed company, reputed company, reputed company, or similar platforms
Benefits
- Competitive reputed company salaries
- Annual performance-based bonuses
- The chance to share in the equity value you and your colleagues create during your time with the company
- Comprehensive health benefits, including dental, life, and disability insurance
- Unlimited paid time off program
Company Overview