Business Development Representative

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

Benefits offered by this job

Health coverage

401(k) with company match

Flexible PTO

Year-end bonus potential

Commission package

Udemy membership

Charitable donation matching

Volunteer and voting PTO

Job summary

Allvue Systems in New York is seeking a driven Business Development Representative to join our Sales Team. This role is the first point of contact for potential customers, generating and qualifying outbound leads, and driving revenue growth within a structured learning program focused on software sales, fintech, and the private markets.

Reporting to the Manager of Business Development, you will work with Account Executives to build a robust pipeline, track KPIs, and participate in quarterly

Qualifications

• Minimum of one year of experience in B2B or solution sales.
• CRM software experience (Salesforce and Outreach).
• Excellent communication, negotiation, organizational, and time-management skills.
• Goal-oriented professional with customer service focus.
• Strong desire to work in technology sales.

Responsibilities

• Identify and engage potential clients via email, calls, LinkedIn; nurture leads to build pipeline.
• Co-manage territories with Account Executive to book meetings and drive conversations.
• Track, communicate, and coordinate client interactions.
• Qualify leads based on needs, budget, and decision processes to ensure fit.
• Conduct market research and stay up-to-date with industry dynamics.

Skills

CRM software (Salesforce/Outreach)

MS Excel

Communication skills

Time management

B2B sales

Interest in fintech

Education

Business/Finance/Marketing degree (preferred)

Job description

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. We help eliminate the boundaries between systems, information, and people by offering end‑to‑end technology suites or independently focused modules. We are looking for ambitious, creative individuals to join our team and help our clients achieve their goals. Working at Allvue means collaborating with pioneers in fintech, building adaptable financial software, and continuously improving our partnership and results.

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 potential customers have with our sales team. The Business Development Representative will generate and qualify outbound leads, driving revenue growth and participating in a structured learning program focused on software sales, fintech, and the private markets.

Responsibilities

• Identify and engage potential clients by making initial contact and nurturing leads through email, call, LinkedIn, and proactive follow‑ups to create a sizable pipeline of qualified leads.
• Partner with your Account Executive to co‑manage territories, aiming to generate conversations and book meetings with prospects while receiving coaching and mentorship to enhance sales techniques.
• Effectively track, communicate, and coordinate client interactions.
• Qualify leads by assessing their needs, budget, and decision‑making processes to ensure alignment with Allvue’s offerings for efficient sales conversions.
• Conduct targeted market research to identify leads and understand industry dynamics, prioritizing self‑study for up‑to‑date knowledge.
• Report to the Manager of Business Development on key KPIs and metrics (weekly/monthly) and conduct quarterly business reviews to present results and market findings to Sales Managers and Account Executives.

Requirements

• Minimum of one year of experience in B2B or solution sales, with a keen interest in financial technology and private markets.
• Exceptional communication, negotiation, organizational, and time‑management skills.
• Goal‑oriented professional with excellent customer service and the ability to thrive in a competitive, fast‑paced sales environment.
• Motivated self‑starter and multitasker comfortable with CRM software (e.g., Salesforce and Outreach), MS Excel, and sales performance metrics.
• Strong desire to work in technology sales and a strong technical aptitude.

Education/Certifications

• Degree in Business, Finance, Marketing, or a related field is preferred but not required.

What We Offer

• Health coverage options and other voluntary benefits.
• Enterprise Udemy membership with access to thousands of development courses.
• 401(k) with company match up to 4% or employee pension plan.
• Competitive pay and year‑end bonus potential.
• Flexible PTO.
• Charitable donation matching, volunteer and voting PTO.
• Numerous team building activities to promote collaboration in a fun, fast‑paced environment.
• Target compensation: $64,000 to $68,000 plus a commission package (US only).

EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants. We celebrate diversity and provide reasonable accommodations for qualified individuals with disabilities. We prohibit discrimination and harassment of any type and are committed to an inclusive workplace for all.