Business Development Representative - West Coast

Wealth.com; United States; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work environment

Excellent medical, dental, and vision insurance

100% company-paid life insurance

401k with match

Generous PTO including holidays

Job summary

Wealth.com is seeking a motivated Business Development Representative to manage inbound leads and drive business development. This role contributes directly to growth in the wealth management sector. Responsibilities include collaborating with teams to convert leads, managing a high volume of outreach, and leveraging CRM tools.

Candidates should have a Bachelor’s degree, 3 years of relevant experience, and proficiency in sales tools like Salesforce. The position offers flexible working conditions and a comprehensive benefits package including great healthcare options and generous PTO.

Qualifications

• 3 years of experience working as a SaaS business or sales development representative.
• Strong history of achieving and exceeding targets.
• Experience working both inbound and outbound channels.

Responsibilities

• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting leads.
• Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
• Generate qualified meetings and sales pipeline within strategic accounts.

Skills

Salesforce

Outreach.io

Zoominfo

Cold calling

Email personalization

Social selling

Education

Bachelor’s degree or equivalent relevant work experience

Job description

Position Overview:

We are seeking a motivated and inclusive Business Development Representative to join our team. In this role, you will focus on managing a high volume of both inbound leads and outbound business development, ensuring a client‑first approach. Your efforts will directly contribute to our growth and success in the wealth management sector.

Key Responsibilities:

• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
• Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow‑up calls assigned to quota‑carrying sales team.
• Collaborate with Sales and other stakeholders on reporting and analysis.
• Ensure CRM tools and value‑selling methodologies are leveraged to process and track opportunities.
• Generate qualified meetings and sales pipeline within strategic and targeted accounts.
• Manage target account lists and drive a comprehensive demand generation plan.
• Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
• Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects.
• Keep up to date with the financial technology industry and competitive landscape.
• Demonstrate a clear understanding of sales processes and product and service value propositions.
• Prioritize client needs and ensure a positive experience throughout the sales process.

Qualifications:

• Bachelor’s degree or equivalent relevant work experience required.
• 3 years of experience working as a SaaS business or sales development representative looking to progress their career.
• Solid understanding of Salesforce, Outreach.io, and Zoominfo.
• Strong history of achieving and exceeding targets.
• Experience working both inbound and outbound channels.
• Proficiency in cold calling, email personalization, and social selling.
• Passion for team collaboration and helping others succeed. A client‑first mentality with a focus on delivering exceptional service.

Benefits:

• Flexible work environment. We do however meet together in person several times a year.
• Excellent medical, dental, and vision insurance options, with low‑cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company‑paid basic life insurance, short‑term and long‑term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.
• Flexible, use‑it‑your‑way vacation — Take time off in as little as one‑hour increments, we encourage you to take time to relax and recharge each year.
• Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.