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.
Enablement Lead enhancing global BDR performance at Docebo, a company powering learning experiences with AI tools. Managing training and performance improvement initiatives for sales teams.
Senior Business Development Manager leading sales and relationship management for insurance partnerships at Simply Business. Influencing placement strategy and driving financial outcomes while championing customer satisfaction.
Business Developer driving commercial development of Power Stability and Grid Utility solutions in Spain and Portugal. Collaborating with energy and utility sectors to promote advanced solutions.
Business Development Representative engaging potential customers to generate leads for cybersecurity solutions. Collaborating with marketing and sales teams to drive pipeline growth in a fast - paced environment.
Senior Business Development Manager leading a global team at CloudTalk. Focused on exceeding pipeline targets and improving sales processes with AI technology.
Business Development Coordinator linking Chrysalis with community partners and business employers. Building relationships and supporting services for vulnerable populations with a hybrid work structure.
Business Development Executive responsible for driving sales and building customer relationships for a property rental platform. Focused on pipeline generation and strategic partnerships in the UK rental market.
Sales and Business Development role focusing on training services in Karnataka. Engaging existing clients and acquiring new clientele for diverse training offerings.
Director of Business Development leading sales development initiatives for North America at Genesys. Fostering collaboration, growth, and innovation in a B2B SaaS environment.
Business Development Representative driving high - quality pipeline growth through inbound and outbound efforts. Partnering with Account Executives to strategize, qualify leads, and create opportunities.