Business Development Operations

Monetary Metals & Co.; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Monetary Metals & Co. is seeking a Sales Operations Specialist to lead generation and research efforts for strategic relationships in the United States. You will manage outbound campaigns in Apollo.io, maintain Salesforce data, and create concise prospect briefs for high-priority targets.

You will coordinate onboarding, ensure KYC/KYB compliance, and collaborate across teams to move clients smoothly through the process. Strong Excel, research, and project-management skills are essential.

Qualifications

• Bachelor’s degree in business, Finance, Economics, Marketing, or a related field preferred.
• 1-4 years of experience in sales operations, business development, revenue operations, account management, lead generation, or a related role.
• Experience with Salesforce required.
• Experience with Apollo.io or comparable sales engagement software strongly preferred.
• Strong Microsoft Excel and data-management skills.
• Strong research, analytical, organizational, and project-management ability.
• Excellent attention to detail and written communication skills.
• Ability to manage multiple active workstreams and deadlines while coordinating across departments.
• Comfort learning financial products, institutional sales processes, and operational workflows.
• Experience in financial services, fintech, precious metals, institutional sales, or B2B software is a plus.

Responsibilities

• Lead Generation & Prospect Research: build and maintain targeted account lists and research senior decision-makers.
• Apollo.io & Outbound Campaign Management: build and manage outbound campaigns and maintain data hygiene.
• Prospect & Client Onboarding: coordinate KYC/KYB and onboarding with internal teams.
• Reporting & Process Improvement: produce outbound and pipeline reports and drive process improvements.

Skills

Research skills

Analytical thinking

Organizational skills

Project management

Written communication

Attention to detail

Multitasking

Communication

Financial services affinity

Education

Bachelor’s degree in business, Finance, Economics, Marketing, or a related field

Tools

Salesforce

Apollo.io

Microsoft Excel

Job description

Core Responsibilities

Lead Generation & Prospect Research

• Build and maintain targeted account lists across priority Strategic Relationships segments.
• Research prospective institutions, companies, partners, and senior decision-makers using Apollo.io, LinkedIn, company websites, and other approved data sources.
• Enrich prospect records with accurate contact information, role data, geography, company information, and relevant account intelligence.
• Apply the Strategic Relationship team’s targeting criteria and maintain clean, prioritized prospect lists.
• Prepare concise research briefs for high-priority prospects before meetings and outreach.

Apollo.io & Outbound Campaign Management

• Build, launch, and manage outbound email campaigns in Apollo.io using approved messaging and segmentation.
• Upload, segment, maintain, and quality-check prospect lists; manage campaign enrollment, exclusions, suppression lists, and routing.
• Monitor deliverability, bounce rates, replies, engagement, and meeting conversion, and surface high-intent prospects quickly to the appropriate relationship owner.
• Run approved tests across messaging, subject lines, sequencing, and timing to improve campaign performance.
• Maintain accurate synchronization between Apollo.io and Salesforce.
• Own day-to-day Salesforce administration for the Strategic Relationships team.
• Create and maintain accounts, contacts, leads, opportunities, campaign records, lead sources, ownership fields, opportunity values, stages, and required workflow fields.
• Integrate new inbound and outbound leads into Salesforce with complete and accurate information.
• Support integrations among Salesforce, Apollo.io, Outlook, website forms, and other relevant systems.
• Build and maintain dashboards covering lead generation, meetings, conversion, pipeline, campaign activity, and new funds.
• Monitor duplicate records, missing data, outdated records, and synchronization issues; maintain consistent CRM hygiene.
• Create workflows, alerts, reminders, and tasks that improve follow-up and pipeline visibility.
• Prepare prospect research, meeting materials, presentations, diligence materials, data rooms, and supporting documents ahead of calls.
• Track follow-up items from prospect meetings and coordinate requested information across Legal, Operations, Risk, Relationship Management, Marketing, Accounting, and other internal teams.
• Support NDA, Expression of Interest (EOI), due diligence questionnaire (DDQ), data room, and institutional diligence workflows.
• Maintain organized records of outstanding prospect requests, internal owners, deadlines, and next actions.
• Help ensure every active opportunity has a clear next step, owner, and timeline.

Prospect & Client Onboarding

• Coordinate the handoff from a successful sale into account opening and onboarding.
• Guide institutional prospects through required KYC/KYB, account-opening, funding, and operational documentation.
• Coordinate with Relationship Management, Operations, Compliance, Accounting, and other internal teams to move clients through onboarding efficiently.
• Track onboarding status and outstanding requirements, follow up on documentation, and help resolve operational blockers.
• Coordinate test transfers, funding preparation, portal access, and other onboarding activities as required.
• Ensure Salesforce accurately reflects onboarding status and completion and maintain a consistent onboarding checklist and process.
• Support the transition of successfully onboarded clients to the appropriate long-term relationship or account management team.

Reporting & Process Improvement

• Produce regular reporting on outbound activity, new leads, meetings, opportunities, onboarding progress, and pipeline.
• Track conversion through each stage of the Strategic Relationships funnel and identify bottlenecks.
• Document repeatable processes and standard operating procedures for prospecting, campaign execution, Salesforce, diligence, and onboarding.
• Recommend and implement operational improvements that increase throughput and reduce administrative burden on relationship owners.

Qualifications

• Bachelor’s degree in business, Finance, Economics, Marketing, or a related field preferred.
• 1-4 years of experience in sales operations, business development, revenue operations, account management, lead generation, or a related role.
• Experience with Salesforce required.
• Experience with Apollo.io or comparable sales engagement software strongly preferred.
• Strong Microsoft Excel and data-management skills.
• Strong research, analytical, organizational, and project-management ability.
• Excellent attention to detail and written communication skills.
• Ability to manage multiple active workstreams and deadlines while coordinating across departments.
• Comfort learning financial products, institutional sales processes, and operational workflows.
• Experience in financial services, fintech, precious metals, institutional sales, or B2B software is a plus.

• A business-first mindset and sound judgment about commercial priorities.