Business Development Sales Assistant

Summary

Join Bainbridge, a leading financial services firm, as a Business Development Sales Assistant! This remote, part-time or full-time position supports the BD teams in sales and administrative functions. You will utilize Salesforce, maintain transaction records, prepare client materials, manage communications, and schedule meetings. The ideal candidate possesses strong organizational skills, business acumen, and experience in a fast-paced environment. This role offers an excellent entry point into the Private Equity and M&A fields. The position requires a BA/BS degree and relevant experience. A dedicated home office and reliable internet are essential for remote work.

Requirements

• Completed BA/BS degree in Business Administration, Economics, Finance or a related field
• Previous experience in administrative support or sales support roles, preferably within the M&A, private equity, finance, or corporate services sectors
• Strong organizational skills and attention to detail, with the ability to handle multiple tasks simultaneously
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Proficiency in Salesforce
• Excellent writing skills with experience creating and responding to professional correspondence
• Excellent communication skills, able to interact effectively with internal and external stakeholders
• Ability to work under pressure and meet deadlines while maintaining a high level of accuracy
• Ability to anticipate issues and proactively seek solutions
• Team player who works collaboratively in a team-oriented environment while managing individual responsibilities
• A dedicated home office or private workspace
• A stable high-speed Internet connection that supports video competing in business applications
• Camera-ready for regular MS Teams meetings
• Active participation during business hours, with responsiveness and full engagement expected throughout the workday

Responsibilities

• Accurately create and input deal summaries, client information, and other relevant data into Salesforce
• Maintain and update transaction records to ensure consistency and completeness of information
• Help prepare client facing materials
• Screen and prioritize incoming emails from all stakeholders to ensure timely responses
• Assist with drafting and organizing responses to emails, ensuring clarity and professionalism
• Coordinate the scheduling of client meetings and conference calls, ensuring that all parties are aligned on timing and expectations
• Maintain confidentiality of sensitive business and financial information throughout the transaction process
• Follow firm protocols to ensure secure handling of confidential documents, client data, and deal details
• Assist where needed with general administrative tasks to ensure efficient workflow