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3 дня назад

Business Development Specialist (Finance)

70 000 - 100 000$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Business Development Specialist (Salesforce/Finance): Supporting the business development and sales process for a wealth management firm with an accent on prospect management, pipeline integrity, reporting, and cross-functional coordination. Focus on maintaining Salesforce data, building proposals and dashboards, researching prospects, and coordinating meetings and performance reporting.

Location: Boston, Massachusetts, United States; on-site and in-office

Salary: $70,000–$100,000 per year base salary, plus variable compensation of 2% of team new client annualized run-rate revenue.

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose, with over $30 billion in assets under advisement and more than 300 teammates.

What you will do

  • Own the prospect journey, including prequalification, pipeline integrity, prospect information, notes, meetings, tasks, and service agreements in Salesforce.
  • Create and update business development proposals and presentation materials.
  • Provide calendar management, scheduling, sales operations support, and ad hoc reporting.
  • Develop recurring performance, activity, dashboard, and target-tracking reports.
  • Research prospects using sources such as LinkedIn and participate in sales team meetings.
  • Collaborate with business development colleagues and multiple departments to create prospect-facing materials and share best practices.

Requirements

  • Undergraduate degree required; a Marketing or Business degree is preferred.
  • At least 3 years of professional experience, preferably in sales, marketing, or sales operations support.
  • Strong attention to detail, organization, communication, and ability to manage multiple projects and deadlines.
  • Ability to work independently and collaboratively while adapting to changing priorities.
  • Proficiency in Excel, PowerPoint, Salesforce, and Microsoft Office Suite.
  • Must be able to work full-time in the Boston office; the position is exempt and hirify.global cannot provide visa sponsorship now or in the future.

Culture & Benefits

  • Fully paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
  • Equity ownership opportunities, new business incentives, referral bonuses, and financial planning discounts.
  • At least three weeks of PTO from day one, paid holidays, winter break, summer flex-days, and unlimited volunteer time off.
  • Reimbursement for required training, certifications, licensing, and professional dues, plus career development plans and wellbeing support.
  • Paid parental leave, adoption benefits, team-building and social events, employee-led groups, and milestone sabbatical benefits.
  • Heavily subsidized transit and cell phone data reimbursement.

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