Business Development Representative - West Coast

Wealth.com
United States
Workplace: RemoteFull timeUSD 34 - 43 hourlyFunction: Business Development & PartnershipsExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Team collaboration","Customer focus","Problem-solving","Adaptability"]

Wealth.com is seeking a motivated Business Development Representative to manage high-volume inbound and outbound leads, collaborating with Sales, Marketing, and Product to drive pipeline. You’ll hit monthly/quarterly targets, leverage CRM tools, and generate qualified meetings across strategic accounts while staying current on fintech trends in a fast-growing wealth management platform.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Wealth.com
Wealth.com
2 months ago

Business Development Representative - West Coast

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Wealth.com is seeking a motivated Business Development Representative to manage high-volume inbound and outbound leads, collaborating with Sales, Marketing, and Product to drive pipeline. You’ll hit monthly/quarterly targets, leverage CRM tools, and generate qualified meetings across strategic accounts while staying current on fintech trends in a fast-growing wealth management platform.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
  • •Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team.
  • •Collaborate with Sales and other stakeholders on reporting and analysis.
  • •Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities.
  • •Generate qualified meetings and sales pipeline within strategic and targeted accounts.

Pay and Benefits

Salary: USD 34 - 43 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kEquityParental LeavePaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent relevant work experience required.
  • •3 years of experience working as a SaaS business or sales development representative looking to progress their career.
  • •Solid understanding of Salesforce, Outreach.io, and Zoominfo.
  • •Strong history of achieving and exceeding targets.
  • •Experience working both inbound and outbound channels.
Experience:3+ yearsFintechSaaS
Education:Bachelor's
Skills:CommunicationTeam collaborationCustomer focusProblem-solvingAdaptability
Languages:English
Tech Stack:SalesforceOutreach.ioZoomInfoLinkedInCRMZoominfoCarta

Company Brief

Wealth.com
Operates an online wealth management platform providing digital investment management, financial planning tools, and portfolio services to retail and high-net-worth clients, aiming to simplify investing and personalize financial advice through technology.
Industry: Wealth Management
Website