Buyside Sales, Account / Business Development Representative (Hybrid- NYC)
Core
Entry-level business development role focused on identifying and engaging prospective clients through cold calling, email, and networking to support complex B2B sales cycles in financial services.
Role type
Entry-level Account/Business Development Representative
Builds
New client relationships and sales opportunities for investment management technology and operations solutions
Domain
Financial Services / Asset Management / Alternative Investments
Deliverable
client delivery
Required skills
Cold calling, prospecting, lead generation, CRM management, B2B sales fundamentals, market research, relationship building
Preferred skills
Knowledge of Asset Management and Alternative Investments, selling software, industry trends analysis
Technologies
CRM, Microsoft Office, LinkedIn
Responsibilities
Identify and engage prospective clients via cold calling, email, social outreach, and networking; Research target firms to develop prospecting strategies; Generate and qualify leads; Support Sales Executives in client meetings, presentations, and proposals; Maintain accurate pipeline and client activity in CRM
Seniority
Entry-level, 2–3 years experience