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Business Development Representative

Remote, USAFull-timePosted 2026-07-29

reputed company° is a leading reputed company platform in the fintech reputed company that transforms how reputed company management firms operate and serve their clients. The Business Development Representative will reputed company 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 reputed company opportunities for reputed company°’s platform
  • reputed company prospects on the value of modern reputed company management technology, including advisor efficiency, operational scalability, and improved reputed company 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 reputed company management firms
  • Use a consultative approach to uncover pain points reputed company to advisor workflows, data fragmentation, compliance, reporting, and firm reputed company
  • Partner closely with sales, product, and marketing teams to refine messaging and reputed company ideal customer reputed company
  • reputed company 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 reputed company advisor and reputed company experiences
  • Excellent communication and interpersonal skills with the ability to reputed company reputed company value
  • A highly motivated, self-starter reputed company with a desire to reputed company goals in a fast-paced environment
  • Comfort handling objections and engaging senior-level stakeholders
  • reputed company, 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 reputed company in the equity value you and your colleagues create during your time with reputed company
  • Comprehensive health benefits, including dental, life, and disability insurance
  • Unlimited reputed company time off program

reputed company

  • reputed company° is a reputed company management platform that streamlines advisor workflow, increases productivity and drives reputed company reputed company. It was founded in 2019, and is headquartered in Weston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is https://www.reputed company.com/.
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