Business Development Representative
Core
Engages with stakeholders to address concerns about investment reporting accuracy and timeliness, proactively reaching out to potential customers to increase net new pipeline.
Role type
Business Development Representative (Inside Sales)
Builds
New sales pipeline for investment reporting products/services
Domain
Financial services / Investment reporting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Relationship building, curiosity, competitiveness, drive, work ethic, motivation, independent decision-making, computer proficiency, attention to detail, documentation skills, verbal communication, written communication, organizational skills, problem-solving
Preferred skills
None stated
Technologies
Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, High Spot, Microsoft Office
Responsibilities
Conduct research to identify customer needs and personalize communications, source and prepare for business meetings with prospective clients, promote products/services to increase pipeline, create and maintain client information in CRM, collaborate with closers to support deals through the sales funnel
Seniority
Entry-level to Junior (1+ years experience required)