Business Development Representative

About the role

You will join the team at our New York City headquarters to drive growth and expand our client base. This role focuses on identifying new opportunities and managing the initial stages of the sales cycle to support our financial services platform. You will own the end-to-end responsibility for converting initial contact into qualified opportunities that fuel the sales engine. This position requires a proactive mindset to source, screen, and set the stage for complex financial discussions. You will act as the primary point of contact during the discovery phase, ensuring that prospects feel understood and valued from the first interaction. Success in this role depends on your ability to balance volume with quality, ensuring that every outreach effort moves the needle toward measurable revenue goals. You will be instrumental in building a scalable foundation for the business development team by establishing a robust and predictable stream of qualified leads.

Key facts

What you'll do

• Execute a targeted research plan to map key industries and organizations that align with our ideal customer profile.
• Utilize advanced search techniques to uncover decision-makers and economic buyers within prospective accounts.
• Deploy a structured outreach sequence across multiple digital platforms to initiate contact and secure engagement.
• Implement a systematic approach to logging every interaction to ensure complete visibility for the entire sales cycle.
• Synthesize feedback from early conversations to adjust value propositions and refine the overall positioning of our services.
• Coordinate tightly with subject matter experts to gather the specific data points required to address complex client inquiries.
• Design and maintain a dynamic pipeline that reflects the current status and forecasted revenue of all active opportunities.
• Monitor market trends and competitor activity to identify shifts that could impact our growth strategy or messaging.
• Facilitate the preparation of customized presentations that highlight the specific needs and goals of each prospect.
• Conduct rigorous post-mortem analysis on lost opportunities to identify patterns and improve future performance.
• Partner with marketing to optimize the content and channels used to attract high-quality inbound interest.
• Track and report on a comprehensive suite of performance metrics to measure the efficiency of the sales funnel.
• Mentor junior team members on best practices for professional communication and client relationship management.
• Champion the adoption of new technologies and methodologies to keep the sales process agile and data-driven.

Requirements

• You must have a documented history of proven experience in a sales or business development capacity spanning multiple years.
• You must demonstrate the ability to manage high-volume outreach via phone, email, and other digital channels without sacrificing attention to detail.
• You must possess strong organizational skills to track leads, follow-up activities, and deadlines with precision and accuracy.
• You must have clear communication skills for articulating financial service value propositions to diverse audiences.
• You must have a solid understanding of the financial services or fintech landscape to engage in informed discussions.
• You must be able to work independently with minimal supervision while adhering to strict compliance and regulatory standards.
• You must be comfortable navigating ambiguity and managing priorities in a fast-paced, dynamic environment.
• You must be authorized to work in the United States without requiring sponsorship at this time.

Skills & tools

• You must exhibit CRM software proficiency to manage complex deal information and forecast accurately.
• You must apply lead generation and prospecting techniques to consistently build a robust pipeline of opportunities.
• You must leverage sales pipeline management skills to move deals through defined stages efficiently.
• You must utilize data analysis to identify trends, forecast outcomes, and drive strategic decision-making.
• You must be adept at using collaboration tools to synchronize efforts across cross-functional departments.
• You must have experience with research platforms and databases to rapidly gather actionable intelligence on target accounts.
• You must be skilled in creating and editing professional documents and presentations to convey complex ideas clearly.

Practical notes

• Betterment is located at 450 West 33rd Street, FL 11, New York, NY 10001.
• Candidates must be authorized to work in the United States.
• This is a full-time position based in New York City.