Hybrid Business Development Representative – CIT Sales

Posted 2 weeks ago

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About the role

  • Support up to four outside sales professionals by managing daily workflows, coordinating outreach, and ensuring timely follow-up with clients and prospects.
  • Analyze fund lineups, product data, and market trends to provide actionable insights that support strategic sales decisions.
  • Maintain and update a centralized product repository, ensuring the sales team has easy access to current product-level information, new CIT releases, and asset manager partnerships.
  • Assist in prospecting and outreach to RIAs, broker-dealers, and aggregator channels, leveraging creative messaging and campaigns to optimize engagement.
  • Collaborate with cross-functional teams including marketing, product, and sales operations to streamline processes and improve team efficiency.
  • Develop and distribute reports, presentations, and other materials to support sales initiatives and client engagement.
  • Track and manage multiple priorities while maintaining a high attention to detail, ensuring all team members have the information and tools needed to succeed.
  • Complete other related duties as assigned

Requirements

  • Bachelor’s Degree in business or a related field with at least 1-2 years of sales or business development experience.
  • Proven success in prospecting new relationships in investments or other similar industries.
  • Skilled in developing creative campaigns, messaging, and materials to drive client outreach and engagement.
  • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
  • Excellent communication, interpersonal, and emotional intelligence skills; able to build strong relationships internally and externally.
  • Collaborative mindset with experience supporting cross-functional teams across sales, marketing, and product.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
  • Comfortable navigating ambiguity.
  • Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Benefits

  • Be an integral part of an early-stage, high-growth organization!
  • Hybrid work environment
  • Competitive compensation package including 401(k) with elective and non-elective match opportunities
  • Lifestyle spending allowance program
  • Medical, Dental, Vision Insurance
  • Employer-paid life and disability insurance
  • Generous paid time off program

Job title

Business Development Representative – CIT Sales

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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