Business Development Representative

Modelist; Minneapolis (MN); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Three weeks paid vacation

Holiday pay

Hybrid flexibility

Direct exposure to leadership

Job summary

Modelist is seeking a Business Development Representative to join our sales team in a hybrid Minneapolis-based role. You will own the full sales funnel, manage outreach, nurture leads, and coordinate with sales leadership to advance opportunities.

This role emphasizes relationship-building, disciplined follow-up, and data-driven pipeline management. You will be accountable for maintaining CRM records, optimizing sequences, and contributing to forecasting while collaborating with leadership.

Qualifications

• Bachelor's degree required.
• 2–5 years of sales-related experience; financial services experience preferred.
• Proficiency with Excel and HubSpot CRM.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication; ability to build rapport.

Responsibilities

• Handle inbound and outbound outreach to leads.
• Nurture leads via email, phone, and LinkedIn.
• Schedule and coordinate calls between leads and sales leadership.
• Maintain accurate CRM records and update pipelines.
• Develop and refine sales processes, dashboards, and funnel metrics.
• Support deals through the full sales cycle to closing.

Skills

Strong communication

Highly organized

Phone/email outreach

CRM proficiency

Education

Bachelor's degree

Tools

HubSpot

Excel

Job description

Location: Minneapolis–Saint Paul, MN (Hybrid)

Employment type: Full-time

Workplace type: Hybrid. Primarily remote with an optional office location. Occasional in-person meetings, including face time with the CEO, are required.

Compensation: $60,000 to $70,000 base salary, $90,000+ on-target earnings with uncapped commission

About Modelist

Company: Modelist, Inc.

Location: Minneapolis–Saint Paul, MN (Hybrid)

Employment type: Full-time

Workplace type: Hybrid. Primarily remote with an optional office location. Occasional in-person meetings, including face time with the CEO, are required.

Compensation: $60,000 to $70,000 base salary, $90,000+ on-target earnings with uncapped commission

Modelist is a fast-growing, entrepreneurial wealth tech and investment strategy company serving independent financial advisors. We provide outsourced investment research, model portfolios, and content that help advisors deliver institutional-quality strategies under their own brand.

About the Role

We are looking for an energetic, independently motivated Business Development Representative to join our sales team. This role owns the full sales funnel: taking inbound and generated leads, nurturing them through structured outreach, converting interest into scheduled conversations with sales leadership, and carrying deals through to close with consistent follow-up and disciplined pipeline management.

This role requires equal parts relationship skills and process discipline. You are personable and confident in conversation, comfortable engaging prospective clients by phone and email, and able to build rapport quickly. You are also thorough, driven, and organized: you will maintain, run, and improve our sales sequences, reporting, and funnels, and you will be trusted to keep the engine running with precision. Strong communicators who work within a disciplined system will thrive here.

What You’ll Do

• Contact new leads promptly and run them through established outreach sequences
• Nurture prospective clients with routine, well-timed follow-up across email, phone, and LinkedIn
• Schedule and coordinate calls between qualified leads and sales leadership
• Maintain accurate records in our CRM (HubSpot) and keep the pipeline current at all times
• Build and refine sales processes, reporting dashboards, and funnel metrics
• Send routine outreach and touchpoints to clients, prospects, and leads
• Support deals through the full sales cycle to closing

What You Bring

• Bachelor's degree
• 2 to 5 years of experience in a sales-related role; financial services experience strongly preferred
• Proficiency in Excel and CRM structure; HubSpot experience preferred
• Highly process-driven, organized, and attentive to detail
• An energetic, personable communicator. You are comfortable on the phone, quick to build rapport, and genuinely enjoy people
• Tenacity. You pursue every lead with persistent, professional follow-up and do not let opportunities go quiet
• A working understanding of the sales cycle and how disciplined follow-up converts leads into clients
• Independent motivation. You manage your own time and hold yourself accountable in a mostly remote setting

Compensation and Benefits

• $60,000 to $70,000 base salary, depending on experience
• Uncapped commission tied to qualified meetings and closed business, with on-target earnings of $90,000+
• Three weeks of paid vacation, plus paid holidays
• Hybrid flexibility: work from home with optional office access in the Twin Cities
• Direct exposure to company leadership and a fast-growing business