Business Development Associate

Upstate-Coin-; Centennial (CO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, vision

HSA and FSA plans

Paid holidays

Short/Long-term disability

Job summary

Upstate Coin and Gold is seeking a proactive Business Development Associate to grow our client base and support trading activities. This entry-level position emphasizes learning, prospecting, and timely onboarding of new clients.

You will build lead lists, make cold calls, and qualify opportunities while collaborating with compliance and trading teams to ensure a smooth client experience.

Qualifications

• Entry-level role with 1–3 years in sales development or related field.
• Ability to identify and qualify new clients and onboard them efficiently.
• Strong communication and problem-solving skills.

Responsibilities

• Build and maintain lead lists; conduct cold calls to engage prospects.
• Qualify prospects and ensure smooth handoff to account managers.
• Support trading team and execute basic trading-related tasks.
• Maintain CRM hygiene with accurate client data and activity notes.
• Assist with onboarding, compliance processes, and client follow-ups.

Skills

Lead generation

Cold calling

CRM proficiency

Prospecting

Communication skills

Tools

CRM software

Excel

Job description

We are seeking a highly motivated and results-driven Business Development Associate to join our team! This is an entry-level position (1-3 years in sales development) for someone who is excited to learn and grow with us!Upstate Coin and Gold is a leading player in the precious metals industry, dedicated to sourcing, refining,and distributing high-quality precious metals globally. With a commitment to excellence andsustainability, we strive to meet the diverse needs of our clients while adhering to the highest ethicalstandards in our operations.The ideal candidate will be responsible for driving business growth through the identification,qualification, and onboarding of new clients. This role requires a proactive approach to buildingprospect lists, engaging with potential clients through cold calling, and ensuring a seamless transitionfrom lead generation to account hand-off. The Business Development Representative will also be responsiblefor executing trades and providing support to the trading team, ensuring that all processes arecompliant and that clients receive the highest level of service.Responsibilities:Lead Generation and Prospecting:o Build and maintain a robust list of leadso Conduct cold calls to engage and qualify prospects.o Follow up with warm leads on the same day to maximize conversion opportunities.Lead Management and Compliance:o Track and manage leads through the compliance processo Collaborate with internal teams, including compliance to facilitate a smooth onboardingprocess.CRM Hygiene:o CRM must include accurate Legal Company Name, Email, Phone Number, Website,Relationship tab (all relationships), CCE, eba ID, CDN, Uploaded qualification, and anyother fields/tabs that we are able to fill outo Qualification document uploadedAccount Management and Handoff:o Ensure a seamless transition of qualified accounts to account managers.o Maintain professional communication with prospects throughout the process.Sales Enablement:o Conduct best-in-class Sales Kick-Off (SKO) meetings to align goals and strategies.o Complete Platform Gold demos to showcase product capabilitiesTrading and Support:o Execute trading activities for a minimum of two hours per day, with increased focuswhen the trading team is short-staffed.o Serve as a backup for traders when they are out of the office.o Support a minimum of 10 cases per day, addressing client inquiries and issues.Key Performance Indicators (KPIs): Successfully transition a minimum of 35/Month to account managers each week. Execute a minimum of two hours of trading daily (more when the trading team is short). Support and resolve a minimum of 10 cases per day.Total Rewards Package:Competitive compensation based on experienceUp to 6% company match on 401(k)Comprehensive medical, dental, vision, and Employee Assistance plansHSA and FSA plans (pre-tax benefit)Company paid STD, LTD, Life, and AD&DSupplemental coverage available, including Critical Illness, Accident, Hospitalization, and PetPTO and paid holidays