Business Development Representative

EquiLend

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

Qualifications

  • 2+ years in business development or similar client-facing roles, preferably in B2B tech or financial services
  • Familiarity with CRM tools like Salesforce and prospecting platforms such as ZoomInfo and LinkedIn Sales Navigator
  • Strong interest and foundational knowledge in fintech and capital markets
  • Excellent verbal and written communication skills tailored to diverse audiences
  • Strong organizational skills and ability to manage multiple tasks
  • Self-motivated with resilience and a focus on results
  • Bachelor's degree preferred; willingness to obtain FINRA Series 7 license within 12 months

Responsibilities

  • Research and identify target accounts within the financial services sector
  • Conduct proactive outbound prospecting via various channels to generate leads
  • Utilize CRM tools to track and nurture sales opportunities
  • Qualify inbound leads and facilitate their hand-off to the Sales team
  • Maintain communication with leads through personalized follow-up strategies
  • Collaborate with Marketing and Product teams to enhance messaging
  • Book meetings and demos for Sales with a smooth transition process
  • Record interactions and manage activities in Salesforce

Benefits

  • Hybrid working flexibility with the option to work remotely for up to 100 days per year
  • Increasing vacation days based on tenure with EquiLend
  • Discretionary annual cash bonus based on performance
  • Comprehensive health and dental insurance starting on day one
  • 401(k) plan with employer matching from the start
Full Job Description
About the role
We are looking for a Business Development Representative to join us in New York. The Business Development team plays a vital role in driving growth across our suite of fintech solutions, connecting with leading financial institutions worldwide. In this role, you will be on the front line of our client engagement, creating new opportunities and building strong relationships that contribute directly to our sales pipeline.

This is an exciting opportunity for someone who is driven by results, combining prospecting skills with a passion for curating new relationships to have a direct impact on our growth. You'll work closely with Sales, Marketing, and Product teams, helping deliver on our outbound strategy and delivering measurable results for the business.

What you'll do
  • Research and identify target accounts and prospects within the financial services sector including hedge funds, banks, broker-dealers, asset managers, and institutional investors.
  • Conduct proactive outbound prospecting through email, LinkedIn, calls, and video outreach to generate qualified leads.
  • Use CRM and prospecting tools to track, nurture, and convert opportunities effectively.
  • Qualify inbound leads to assess suitability and ensure seamless hand-off to the Sales team.
  • Maintain consistent communication with leads using tailored follow-up strategies to increase engagement.
  • Collaborate with Marketing and Product teams to refine messaging for different buyer personas.
  • Book qualified meetings and demos for Sales and ensure a professional, accurate handover process.
  • Record and manage all prospect interactions and activity in Salesforce CRM.
  • Build knowledge of EquiLend's products, industry trends, and competitive landscape to communicate value to prospects.
  • Participate in regular training, coaching, and team development to continuously improve results.

What we're looking for
  • 2+ years of experience in a BDR, SDR, Sales Associate, or similar client-facing role, ideally within B2B tech or financial services.
  • Proven experience using CRM and workflow tools such as Salesforce, ZoomInfo, Apollo, and LinkedIn Sales Navigator.
  • Strong interest in fintech, capital markets, or financial services, with a desire to learn and grow in this industry.
  • Excellent verbal and written communication skills, with the ability to tailor messaging to different audiences.
  • Strong organizational skills with the ability to manage multiple priorities in a structured environment.
  • Self-motivation, resilience, and a results-driven mindset with attention to detail.
  • Ability to quickly build rapport and understand prospect needs.
  • A bachelor's degree is preferred.
  • Willingness to obtain the FINRA Series 7 license within 12 months.

Benefits
  • Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year.
  • Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend.
  • Discretionary Annual Cash Bonus: A discretionary annual cash bonus to reward your performance and contributions to the company's success.
  • Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day.
  • 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one.
  • Compensation: The annual base salary range for this role is $85,000 - $100,000 plus a performance-based annual bonus. This range is a general guideline; final offers consider factors such as role scope, candidate experience, internal equity, and market factors.


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