Business Development Representative

arch.co; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Strong Team

Your work is high impact

Product Market Fit

Team community and camaraderie

Great office: 199 Water Street

Lunch is on Us

Job summary

Arch is seeking a Business Development Representative to join the growing sales team in New York. You will generate new business opportunities, engage prospective clients, and help drive the top of the funnel by qualifying leads and coordinating meetings with Sales Directors.

You’ll partner with Marketing and Operations to identify high-quality targets across family offices, wealth managers, and large financial institutions.

Qualifications

• Bachelor’s degree or equivalent experience.
• 1-2 years of outbound sales experience.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Proficiency with Google Suite (Slides, Sheets, Docs).
• Experience with Salesforce and Salesloft.
• Eagerness to learn, contribute, and thrive in a fast-paced environment.
• A proactive, “roll‑up-your‑sleeves” attitude - you enjoy taking initiative and wearing many hats.
• Open to occasional in-person travel (client offices, conferences, etc.).

Responsibilities

• Conduct outbound prospecting through email, phone, LinkedIn, and other channels to engage potential clients
• Qualify inbound and outbound leads, identifying key decision-makers and assessing fit
• Schedule and coordinate introductory meetings between prospects and Sales Directors
• Research target accounts and tailor outreach with relevant insights and value propositions
• Maintain accurate activity and pipeline data within Salesforce, ensuring the sales funnel remains clean and up to date
• Partner with Marketing to execute and follow up on campaigns and events
• Support the development of prospecting materials and messaging to refine outreach effectiveness
• Track performance metrics (response rates, conversion rates, pipeline creation) and identify ways to improve
• Collaborate with teammates across Sales and Operations to ensure a smooth handoff from first contact to closed deal
• Help create and maintain sales materials, organize conferences and client events, and support day-to-day sales operations
• Maintain and enhance sales tools including Salesforce and Attention and assist in evaluating new platforms to support the team
• Take initiative on ad hoc projects and jump in wherever needed to help the sales organization operate effectively

Skills

Outbound sales

Organizational skills

Written and verbal communication

Attention to detail

Proactivity

Team collaboration

Willingness to travel

Education

Bachelor’s degree or equivalent experience

Tools

Google Suite (Slides, Sheets, Docs)

Salesforce

Salesloft

Job description

Our Company

Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.

Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time‑consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes.

We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

The Role

We’re hiring a Business Development Representative to join our growing sales team. In this role, you’ll be responsible for generating new business opportunities, engaging prospective clients, and helping drive the top of the sales funnel.

You’ll collaborate closely with Sales Directors, Marketing, and Operations to identify, qualify, and develop high-quality leads across our target markets - from family offices and wealth managers to large financial institutions. This is an ideal role for someone who is curious, driven, and eager to build a career in sales at a fast-growing fintech company.

What You’ll Do

• Conduct outbound prospecting through email, phone, LinkedIn, and other channels to engage potential clients

• Qualify inbound and outbound leads, identifying key decision-makers and assessing fit

• Schedule and coordinate introductory meetings between prospects and Sales Directors

• Research target accounts and tailor outreach with relevant insights and value propositions

• Maintain accurate activity and pipeline data within Salesforce, ensuring the sales funnel remains clean and up to date

• Partner with Marketing to execute and follow up on campaigns and events

• Support the development of prospecting materials and messaging to refine outreach effectiveness

• Track performance metrics (response rates, conversion rates, pipeline creation) and identify ways to improve

• Collaborate with teammates across Sales and Operations to ensure a smooth handoff from first contact to closed deal

• Help create and maintain sales materials, organize conferences and client events, and support day-to-day sales operations

• Maintain and enhance sales tools including Salesforce and Attention and assist in evaluating new platforms to support the team

• Take initiative on ad hoc projects and jump in wherever needed to help the sales organization operate effectively

What We’re Looking For

• Bachelor’s degree or equivalent experience

• 1-2 years of outbound sales experience

• Excellent organizational skills and attention to detail

• Strong written and verbal communication skills

• Proficiency with Google Suite (Slides, Sheets, Docs);

• Experience with Salesforce and Salesloft

• Eagerness to learn, contribute, and thrive in a fast-paced environment

• A proactive, “roll‑up-your‑sleeves” attitude - you enjoy taking initiative and wearing many hats

• Open to occasional in‑person travel (client offices, conferences, etc.)

A Note about us:

Most of our full‑time roles are based onsite at our New York City office, where our team thrives on in‑person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients.

For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location.

We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands‑on, collaborative environment

Some perks of working for Arch include:

• Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

• Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

• Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.

• Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.

• Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch.

• Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well‑earned break.