Business Development Representative
Core
Engage 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 / Sales
Required skills
Relationship building, curiosity, competitiveness, drive, work ethic, motivation, computer proficiency, attention to detail, documentation skills, verbal and 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 sales communications; Source, prepare for and participate in business meetings with prospective clients; Promote company products/services to address client objectives; Create and maintain client information in CRM database; Collaborate with closers to support deals through the sales funnel
Seniority
Entry-level to Junior (1+ years experience required)
