Telecommut
We're helping advisory firms replace fragmented software and manual processes with one AI-powered platform that simplifies how they run their business.
About The Role
We're looking for an ambitious Business Development Representative to generate conversations with financial advisors and fill our sales pipeline.
You'll identify prospective firms, reach out through phone, email, LinkedIn, and other creative channels, qualify opportunities, and schedule meetings for our Account Executives.
This is a role for someone who enjoys talking to people, learning quickly, and improving every week.
What You'll Do
- Prospect financial advisory firms
- Execute outbound email, phone, and LinkedIn campaigns
- Qualify inbound and outbound leads
- Book qualified demos
- Research target accounts
- Maintain accurate CRM records
- Experiment with new outbound strategies
- Work closely with Marketing and Sales
- Continuously improve messaging and outreach
- Strong communication skills
- High energy and resilience
- Coachability
- Competitive mindset
- Excellent organization
- Comfortable making cold calls
- Self-motivated and goal-oriented
- SaaS sales experience
- CRM experience
- Startup experience
- Financial services knowledge
- Learn modern B2B SaaS sales
- Work directly with experienced founders
- Fast career progression into Account Executive
- Competitive salary plus uncapped commission
