Business Development Representative
Core
Outbound prospecting at the top of the sales funnel to identify, engage, and qualify prospects for Betterment's retirement and advisor solutions businesses.
Role type
Business Development Representative (BDR)
Builds
Pipeline for 401(k) plans and advisor custody solutions
Domain
Financial Services / Retirement Planning / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
outbound prospecting, cold calling, email sequencing, LinkedIn outreach, Salesforce proficiency, target list creation, pipeline management, B2B sales communication
Preferred skills
recent sales or sales-adjacent experience, B2B tech/SaaS sales experience, familiarity with sales and marketing technology stack
Responsibilities
Generate new opportunities using outbound tactics; Identify, target, and nurture potential outbound opportunities; Understand prospect needs and communicate them to Account Executives; Articulate Betterment's value proposition to prospects; Meet and exceed meeting set and pipeline goals; Provide voice of the prospect and industry to marketing and product management
Seniority
Entry-level / Individual Contributor