Business Development Representative, Data Solutions- Associate

iCapital; New York (NY); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Equity

Performance bonus

Retirement plan

Health insurance

Dental insurance

Vision insurance

Telemedicine

Mental health resources

Parental leave

Unlimited PTO

Hybrid work schedule

Job summary

iCapital is seeking a driven Business Development Representative to fuel our sales pipeline in the fintech space. You will prospect, qualify leads, and coordinate meetings for regional teams.

You will engage with potential clients across channels, tailor messages, and build relationships to advance deals through early stages. This role blends strategic outreach with hands-on pipeline management.

Qualifications

• 3–5 years of sales or business development experience, preferably fintech.
• Proven track record of generating and qualifying leads.
• Familiarity with Salesforce or similar CRM systems.
• Strong communication and relationship-building skills.
• Ability to manage time and prioritize in a fast-paced environment.
• Passion for technology and understanding customer pain points.

Responsibilities

• Proactively reach out to new prospects via phone, email, and social channels.
• Articulate the value proposition and tailor messaging to each prospect.
• Schedule meetings for regional sales representatives.
• Identify high-potential companies and decision-makers.
• Qualify leads and maintain a healthy pipeline.
• Collaborate with sales to move deals through early stages.

Skills

Sales experience

CRM (Salesforce)

Prospecting

Client relationship-building

Communications

Time management

Fintech familiarity

Self-motivated

Tools

Salesforce CRM

Email outreach tools

Job description

About The Role

We are seeking a highly motivated and results-driven Business Development Representative (BDR) to play a key role in driving the success of our Sales team. This individual will be responsible for the critical early stages of the sales cycle, focusing on prospecting, lead qualification, and building strong relationships with potential clients. The BDR will actively research and engage with prospects, ensuring a healthy sales pipeline for the team while helping identify and target the best opportunities for growth.

Responsibilities

• Reach out to new prospects proactively through multiple channels (phone, email, social media) to initiate meaningful conversations and build relationships.
• Communicate effectively the value of our products and services, tailoring the message to meet the specific needs of each prospect.
• Coordinate and book meetings for regional sales representatives, ensuring smooth transitions and handoffs.
• Identify high-potential companies and decision-makers that align with our ideal customer profile.
• Engage prospects to deeply understand their pain points, challenges, and goals, positioning our solutions as the best fit.
• Ensure a robust and continuous flow of qualified leads into the sales pipeline and move them seamlessly through the early stages of the sales process.

Qualifications

• 3-5 years of experience in sales, business development, or the fintech industry, with a proven track record of driving lead generation and achieving sales targets.
• Strong knowledge of Salesforce or similar CRM systems, with the ability to manage and track leads, opportunities, and sales activities effectively.
• Familiar with the sales process, including lead qualification, prospecting, and moving leads through the early stages of the funnel.
• A passion for technology, innovation, and understanding customer pain points to provide tailored solutions.
• Strong interpersonal and communication skills to build rapport and trust with potential clients.
• Able to think outside the box and craft personalized outreach strategies to engage different types of prospects.
• Proven ability to manage time effectively, prioritize tasks, and stay organized in a fast-paced environment.
• Able to quickly adjust strategies based on feedback and evolving market conditions.
• Capable of truly understanding the needs and pain points of prospects to effectively position the right solution.
• A self-starter who is resilient, goal-oriented, and consistently driven to succeed.

Benefits

The base salary range for this role is $85,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Equal Employment Opportunity

iCapital is proud to be an Equal Employment Opportunity and Affiant Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.