3 дня назад
Business Development Specialist (Finance)
70 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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 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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