Business Development Representative

Summary

The job description is for a Business Development Representative position in the private equity sector. The role involves outbound sales calls, client engagement, market research, and relationship building. The ideal candidate should have a BA/BS degree, 2+ years of B2B sales experience, and proficiency in Microsoft Office Suite and CRM software. Series 7 and 63 licenses are required.

Requirements

• BA/BS degree in Business, Economics, Finance or related field. MBA highly desirable
• 2+ years minimum experience working in b2b sales
• Experience in private equity, investment banking, wealth management or similar professional services environment is a plus, but not required
• Results-oriented with a track record of meeting or exceeding sales goals
• Exceptional communication and organizational skills
• Demonstrated business acumen and advanced analytical sales-based thinking
• Ability to build rapport and trust with clients quickly
• Proficiency in Microsoft Office Suite and CRM software
• Series 7 and 63 licenses (or willingness to obtain within a specified timeframe) required
• Understanding of corporate financial analysis and financial statements
• Adept at managing multiple projects and completing deliverables on schedule
• Discipline to manage workload while working remotely
• Ability to work independently and interdependently within a team environment
• Exhibit a positive and professional attitude on a daily basis with clients and team members
• A high level of professionalism, accountability and initiative
• Ability to thrive in a fast-paced, entrepreneurial environment

Responsibilities

• Produce a high volume of B2B outbound sales calls prospecting to specific owners of companies pre-selected by team managers and market studies
• Qualify businesses and business owners to identify their divestiture posture, ownership structure, revenue, EBITDA, actionability, and growth strategy
• Represent our clients’ investment interests to business owners across various industries
• Conduct research, analysis and recommendations to ensure timely client deliverables and formation of investment thesis
• Build and maintain relationships with clients through proactive communication and exceptional service delivery
• Collaborate with the Bainbridge deal team to develop a pipeline of companies that meets their clients’ investment criteria
• Collaborate and communicate effectively across all company departments
• Produce timely and accurate KPIs and reports to track pipeline activity and client interactions
• Conduct market research and stay current on industry trends and emerging opportunities

Benefits

• Remote digital office (work from home, must be U.S.-based)
• Unlimited PTO (after 270-day professional development and orientation period and with request/approval)
• Holiday paid time off
• Accrued sick pay
• Medical Coverage Selection: Kaiser, (CA) & Aetna (HMO, POS)
• Dental Coverage: MetLife Dental (PPO) & Aetna Dental (DMO): personal coverage and additional child plus orthodontia
• Vision Plan: Aetna Vision & Aetna Vison+: Comprehensive Vision coverage including exams, lenses and frames allowance, contact lenses
• Healthcare FSA: Allows employees to pay for up to $2,750 per year in medical, pharmacy, dental, vision and other healthcare related expenses with pre-tax dollars using provided debit card
• Healthcare savings account HSA. This is different than a flexible spending account, it is a long-term savings account that provides an ongoing resource that you can tap into year after year for healthcare costs and can be built up incrementally
• Basic Term Life: Coverage equal to one times annual earning for all full time employees
• Basic Personal Accident Insurance (PAI):Coverage equal to one times annual earnings for all full-time employees
• Dependent care pre-tax spending account. Covers children and elderly dependents with pretax spending dollars
• Perks at Work: 30,000+ local and national retail discounts