Business Development Representative, Data Solutions- Associate

iCapital

$85K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of experience in sales, business development, or fintech with a proven lead generation track record
  • Strong knowledge of Salesforce or similar CRM systems
  • Familiarity with the sales process, particularly in lead qualification and prospecting
  • Passion for technology and ability to understand customer pain points
  • Strong interpersonal and communication skills for relationship building
  • Creative thinker capable of personalized outreach strategies
  • Proven ability to manage time effectively and prioritize tasks
  • Quick adaptability to feedback and market changes

Responsibilities

  • Proactively reach out to new prospects through phone, email, and social media
  • Effectively communicate product value tailored to prospect needs
  • Coordinate and schedule meetings for regional sales representatives
  • Identify high-potential companies and key decision-makers
  • Engage prospects to understand their challenges and goals
  • Ensure a continuous flow of qualified leads into the sales pipeline

Benefits

  • Equity for all full-time employees
  • Comprehensive benefits package including 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Employer matched retirement plan
  • Parental leave
  • Unlimited paid time off (PTO)
  • Office work Monday-Thursday with remote flexibility on Friday
Full 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, this role is eligible for comisssion. 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.

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