Business Development Representative

Allvue Systems, LLC; New York (NY); On-site; USD 64,000 - 68,000; Full time

Benefits offered by this job

Health coverage

Udemy courses

401K with company match

Year-end bonus potential

Flexible PTO

Volunteer and donation matching

Job summary

Allvue is seeking a driven and goal-oriented Business Development Representative to join our Sales Team. Reporting to the Manager of Business Development, this role is the first point of contact our potential customers have with our sales team.

Our Business Development Representatives are responsible for driving revenue growth by generating and qualifying outbound leads. Our program offers structured learning to gain exposure to software sales, FinTech, and financial technology, with a clear

Qualifications

• At least 1 year of experience in B2B or solution sales, with interest in financial tech and private markets.
• Excellent communication and negotiation abilities, both written and verbal, with strong organizational skills and time management.
• Goal-oriented professional with customer service focus, able to excel in a fast-paced sales environment.
• Comfort with CRM software (Salesforce, Outreach) and MS Excel; knowledgeable in sales performance metrics.
• Strong desire to work in technology sales with a technical aptitude.

Responsibilities

• Identify and engage potential clients via email, calls, LinkedIn, and proactive follow-ups to build a pipeline of qualified leads.
• Partner with Account Executives to co-manage territories and book meetings with prospects.
• Track, document, and coordinate client interactions and progress.
• Qualify leads by assessing needs, budget, and decision processes to align with Allvue’s offerings.
• Conduct market research to identify leads and industry dynamics for proactive prospecting.
• Report KPIs and market findings to Sales Managers and Account Executives on a regular basis.

Skills

B2B sales

CRM software

Salesforce

Outreach

MS Excel

Communication

Negotiation

Time management

Education

Business, Finance, Marketing degree (preferred)

Tools

Salesforce

Outreach

MS Excel

Job description

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting‑edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

Allvue is seeking a driven and goal-oriented Business Development Representative to join our Sales Team. Reporting to the Manager of Business Development, this role is the first point of contact our potential customers have with our sales team. Our Business Development Representatives are responsible for driving revenue growth by generating and qualifying outbound leads. Business Development Representatives participate in a structured learning and development program, where you will gain invaluable exposure to the worlds of software sales, FinTech, financial software, and the growing and exciting financial technology industry. Our sales‑focused advancement program is geared towards ambitious candidates, structured in a way that encourages the growth of sales and business leaders of the future.

Responsibilities

• Identify and engage potential clients by making initial contact and nurturing leads through Email, Call, LinkedIn, and proactive follow‑ups, with the goal of creating a sizeable pipeline of qualified leads.
• Partner with your Account Executive to co‑manage territories, aiming to generate conversations and book meetings with prospects. You’ll receive coaching and mentorship through this partnership to enhance sales techniques and strategies.
• Effectively track, communicate, and coordinate client interactions.
• Qualify leads by assessing their needs, budget, and decision‑making processes to ensure they align with Allvue’s offerings for more efficient sales conversions.
• Conduct targeted market research to identify leads and understand industry dynamics, prioritizing self‑study to ensure up‑to‑date knowledge for strategic prospecting.
• Report to the Manager of Business Development on key KPIs and metrics (weekly/monthly). Conduct Quarterly Business Reviews to present your results and market findings to your relevant Sales Managers and Account Executives.

Requirements

• A minimum of one year's experience in B2B or solution sales, with a keen interest in financial tech and private markets.
• Exceptional communication and negotiation abilities, both written and verbal, coupled with superior organizational skills and time management.
• Goal‑oriented professional with excellent customer service, ready to excel in a competitive and fast‑paced sales environment.
• A motivated self‑starter and multitasker, comfortable with CRM software (e.g. Salesforce and Outreach) and MS Excel, and knowledgeable in sales performance metrics.
• Strong desire to be in technology sales, and a strong technical aptitude.

Education/Certifications

• A degree in Business, Finance, Marketing, or a relevant field is preferred, but not required.

What We Offer

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401K with Company match up to 4% or Employee Pension plan
• Competitive pay and year‑end bonus potential
• Flexible PTO
• Charitable Donation matching, along with Volunteer and Voting PTO
• Numerous team‑building activities to promote collaboration in a fun and fast‑paced work environment
• The target compensation for this role is specific to the U.S. Your estimated compensation will be based upon a variety of factors, including but not limited to your skills, experience, education, licensures and/or certifications, and the local market. The estimated range for the role is $64,000 to $68,000 plus a commission package.

EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives – we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.