Hybrid Business Development Representative – CIT Sales

at Great Gray Trust Company

• Job title: Business Development Representative – CIT Sales
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Boston, United States

About the role

• Sales Support Associate supporting outside sales team through administrative tasks and client outreach. Operating in a hybrid model with focus on sales efficiency and engagement.

Responsibilities

• 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