Business Development Representative (BDR)

Stock & Option Solutions; Nashville (TN); On-site; USD 70,000 - 90,000; Full time

Job summary

Stock & Option Solutions is seeking a highly organized Business Development Representative to support top-of-funnel growth for our equity compensation services. The role focuses on outbound engagement, inbound qualification, and appointment setting to create qualified meetings for the sales team.

The ideal candidate will be detail-oriented, a strong writer, and confident in CRM-driven workflows, with experience using HubSpot, Salesforce, Apollo.io, and LinkedIn Sales Navigator.

Qualifications

• Strong written and verbal communication skills.
• Highly detail-oriented and organized.
• Comfortable working within CRM-driven workflows.
• Experienced with outbound prospecting, cold outreach, and appointment setting.
• Familiarity with HubSpot, Salesforce, or similar CRM platforms.
• Experience using Apollo.io, ZoomInfo, LinkedIn Sales Navigator, or intent data.

Responsibilities

• Identify and engage high-intent target accounts and contacts using prospecting platforms.
• Qualify marketing-generated leads from webinars, gated content, and campaigns.
• Conduct outbound outreach via email, phone, and LinkedIn; schedule meetings for the sales team.
• Maintain accurate activity and lifecycle tracking within HubSpot; collaborate with Marketing and Sales leadership.
• Help evolve and improve business development processes and SOPs; support event outreach at conferences.

Skills

Outbound prospecting

Appointment setting

CRM-driven workflows

Strong communication

Detail-oriented

Growth mindset

Tools

HubSpot

Salesforce

Apollo.io

ZoomInfo

LinkedIn Sales Navigator

Job description

Base Salary: $70,000 base salary plus uncapped, performance-based commission

About the Role

We are seeking a highly organized, personable, and driven Business Development Representative (BDR) to support top-of-funnel growth initiatives across our expanding equity compensation organization.

This role is focused on outbound engagement, inbound qualification, and appointment setting. The primary objective is to create qualified meetings and opportunities for the sales team while helping build scalable business development processes across CRM and sales engagement platforms.

The ideal candidate is detail-oriented, well-written, presentable, systematic in their approach, and excited about long-term career growth.

Responsibilities

• Use prospecting and intent-data platforms (Apollo.io or similar) to identify and engage high-intent target accounts and contacts
• Work and qualify marketing-generated leads from webinars, gated content, conferences, inbound inquiries, and campaigns
• Conduct outbound outreach via email, phone, and LinkedIn
• Schedule meetings for the sales team
• Support marketing/sales outreach to prospects
• Maintain accurate activity and lifecycle tracking within HubSpot
• Collaborate closely with Marketing and Sales leadership
• Help evolve and improve business development processes and SOPs
• Potentially assist at conferences by fielding booth conversations, triaging walk-up interest, qualifying attendees, and helping convert event engagement into meetings for the sales team

Success Metrics

• Number of qualified meetings booked
• Speed-to-lead follow-up
• CRM accuracy and process adherence
• Outreach activity and engagement rates

Ideal Candidate

• Strong written and verbal communication skills
• Highly detail-oriented and organized
• Comfortable working within systems, processes, and CRM-driven workflows
• Experienced with outbound prospecting, cold outreach, and appointment setting
• Demonstrated ability to break through crowded inboxes and connect with executive-level prospects through phone, email, LinkedIn, and other channels
• Familiarity with HubSpot, Salesforce, or similar CRM platforms
• Experience using Apollo.io, ZoomInfo, LinkedIn Sales Navigator, intent data, or similar prospecting technologies
• Professional, personable, and confident communicator
• Self-starter with a growth mindset and strong sense of accountability
• Background in financial services, equity compensation, stock administration, or B2B SaaS is a plus
• Willingness to attend conferences and industry events

What Will Make Someone Successful Here

• Knows how to identify, reach, and engage ideal customer profiles (ICPs) in competitive U.S. markets
• Understands how to leverage modern sales technology, data, and intent signals to prioritize outreach efforts
• Can effectively coordinate messaging and outreach with Sales, Relationship Managers, Marketing, and Business Development teams
• Comfortable collaborating with AllShares' European BDR team to share best practices and support global growth initiatives
• Ideally brings experience within the equity compensation, incentive management, financial services, HR technology, or adjacent industries
• Thrives in a fast-moving environment where creativity, persistence, and process discipline are equally important
• Bonus: has an existing network of relevant industry contacts, circles of influence, referral partners, or prospective buyers

This role is designed with upward mobility in mind. High performers may progress into:

• Senior BDR
• Marketing

We believe in investing in strong talent and creating long-term career opportunities.

Compensation

• $70,000 base salary plus commission structure
• Clear path for compensation growth based on performance and responsibility

About Stock & Option Solutions

Stock & Option Solutions (SOS), an AllShares company, is a leading provider of equity compensation administration, consulting, and financial reporting services. For over 25 years, SOS has supported public and private companies with stock plan administration, compliance, governance, and strategic equity compensation solutions.

As part of AllShares, SOS is helping build a broader global equity management platform combining technology, advisory services, and deep industry expertise across the full equity lifecycle.