Business Development Representative

Abacus; New York (NY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Abacus is seeking a Business Development Representative to prospect and qualify leads across wealth managers, financial institutions, and family offices. The role is currently remote with a preference for in-person work in the NYC metro area, and offers partial work-from-home options.

You will conduct outbound outreach, nurture inbound inquiries, and schedule discovery meetings and product demonstrations for senior sales and leadership teams, while maintaining CRM records and contributing to

Qualifications

• Experience in Inside Sales and lead generation is preferred.
• Strong communication and sales skills to convey value propositions.
• Experience with fintech or financial services is beneficial.
• Comfort in metrics-driven environment and CRM analytics.
• Ability to work independently and with cross-functional teams.

Responsibilities

• Outbound outreach via email, phone, and social channels.
• Nurture inbound inquiries and qualify leads.
• Schedule discovery meetings and product demonstrations for senior sales and leadership teams.
• Maintain accurate CRM records and contribute to pipeline reporting.
• Gather market feedback and identify partnership opportunities.
• Represent Abacus at virtual and in-person events in the NYC metro area.

Skills

Inside Sales

Lead Generation

Communication

Sales Skills

Business Development

CRM Tools

Sales Analytics

Time Management

Cross-functional Collaboration

Education

CRM Platforms

Tools

Salesforce

CRM Platforms

Job description

Company Description

Abacus is a fast-growing wealth technology company that builds secure, continuously updated financial data lakes for individuals, families, companies, and institutions. Acting as a financial digital key, Abacus centralizes all asset information and can be rendered into any system or workflow, from legacy software to AI tools. The company combines a White Glove services team of seasoned finance professionals with finely tuned AI agents to deliver SpaS: Service presented as Software. Abacus enables wealth owners and managers to track and analyze diverse asset classes, including public equities, real estate, private equity, and alternative investments, in a customizable way. Recognized by organizations such as Founders Arena, Morningstar, and Yahoo Finance, Abacus partners with UHNW individuals, RIAs, institutional managers, regional banks, and family offices to support reporting, accounting, tax preparation, insurance underwriting, and trust and estate planning.

Role Description

The Business Development Representative (BDR) is a full-time, currently remote but ultimately preferably in-person role based in the New York City Metropolitan Area, with flexibility for partial work from home. The BDR will prospect and qualify leads across wealth managers, financial institutions, family offices, and related segments to drive awareness and adoption of Abacus’s platform and services. Day-to-day responsibilities include conducting outbound outreach via email, phone, and social channels, nurturing inbound inquiries, and scheduling discovery meetings and product demonstrations for senior sales and leadership teams. The BDR will collaborate to refine messaging, maintain accurate CRM records, and contribute to pipeline reporting and performance metrics. This role also involves gathering market feedback, identifying opportunities for new partnerships, and representing Abacus in virtual and in-person events within the NYC metro financial community.

Qualifications

• Hard work, an attitude for improvement, and cleverness will take you further in this role than anything else.
• Candidates should possess strong Inside Sales and Lead Generation skills to identify, qualify, and develop new business opportunities.
• Candidates should possess excellent Communication and Sales skills to engage prospects, deliver clear value propositions, and move deals through the funnel.
• Candidates should possess focused Business Development skills to build relationships with key decision-makers and support strategic partnerships.
• Relevant experience in fintech, wealth management, or financial services is beneficial.
• Comfort working in a metrics-driven environment with proficiency in CRM tools and basic sales analytics.
• Ability to manage time independently, and collaborate with cross-functional teams.