Business Development Associate supporting inside sales team for Wealth businesses. Engaging with advisors and managing territory activities for effective sales processes.
About the role
- Business Development Intern assisting with lead research and supporting sales operations at Ideagen. This role offers hands-on experience in technology and commercial sales environments.
Responsibilities
- Assisting with lead research, including gathering basic prospect information
- Supporting the team with simple outreach tasks across email and digital channels
- Updating CRM records and helping maintain accurate customer data
- Shadowing BDR team members during prospecting and qualification activities
- Helping compile summaries, reports, or insights for sales colleagues
- Participating in workshops, training sessions, and regular team meetings
- Learning how the sales team uses tools such as LinkedIn and CRM platforms
- Contributing to general administrative or project tasks as needed
Requirements
- Curious, proactive, and motivated to develop new skills in a commercial environment
- Comfortable communicating with a range of internal stakeholders
- Organised, reliable, and able to manage small tasks with support
- Open to feedback, coaching, and continuous learning
- Able to work collaboratively within a team setting
- Interested in technology, SaaS, or business development
- Confident using digital tools or willing to learn new systems quickly
- Enthusiastic, positive, and keen to understand how sales functions operate
Benefits
- Benefits & Rewards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Business Development Associate supporting sales teams in Wealth businesses. Focused on activity management and case support to drive new sales and advisor growth.
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