Business Development Associate

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Our Culture

Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.

About the role:

The successful incumbent will generate sales leads in support of the achievement of sales objectives to impact business development and lead generation. The Business Development Associate is responsible for cold calling new potential prospective clients, prospect leads gone cold, or web leads. Provides prospective customers/clients with basic information of services offered and generates “first” call scheduled for our Managing Directors.  The Business Development Associate will be providing support in processing new business leads and may be responsible for scheduling follow-up.

Responsibilities: include the following.  Other duties may be assigned.

• Identify business opportunities and develop leads. Goal of setting the first meeting touchpoint with prospective clients.
• Communicates business value proposition to prospective clients, leveraging resources shared by our Distribution team
• Develop a basic understanding of competitors, their offerings, and strategies.
• Become knowledgeable about our business, processes and sales tools, and remain up to date on industry news.
• Proactively develop connections with new prospects and actively build existing relationships. 
• Monitor the sales lead process for the team, ensuring leads are assigned and executed against in a timely manner; tracked and monitored in Salesforce CRM. 
• Conduct outreach to prospects to coordinate meetings with Sales Team (through any media channel necessary—i.e., email, phone, direct mail, social, live, creative personalized outreach)
• Manage the use of Salesforce.com across Sales Team—as a data repository, reporting tool, and forecasting tool—to manage customer relationships and active sales.
• Review and understand new opportunities that separate us from the competition.
• Support prospect communications and relationships through identified key decision makers in CRM and other tools in the sales technology stack.

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Skills needed:

• Proficiency in Microsoft applications required, including Word, PowerPoint, and Excel.
• Experience with CRM and/or other data management systems.
• Excellent verbal communication and strong writing skills.
• Demonstrates professionalism in communications including over telephone.
• Possess proven researching abilities.

Preferred

• Sales research and development experience.
• BS/BA Degree in a related field.
• Proven Track record of success in a virtual office environment.
• Prior business development or cold-calling experience.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.