Undergraduate degree required; Marketing or Business degree preferred.
Minimum of 3 years professional experience in sales, marketing, or sales operations support.
Strong attention to detail and organizational skills.
Ability to manage multiple projects concurrently.
Self-motivated with a collaborative mindset.
Proficiency in Excel, PowerPoint, Salesforce, and MS Suite.
Responsibilities
Facilitate the sales process and support the team in achieving revenue goals.
Manage the prospect journey, ensuring pipeline integrity and maintaining client information in Salesforce.
Create and update business development proposals and presentations.
Provide calendar management and scheduling for business development activities.
Develop reports and dashboards for sales support and operations analysis.
Attend and engage in team meetings to align on goals and strategies.
Conduct research to gather insights on potential prospects.
Benefits
Fully paid medical, dental, and vision coverage for employees.
401(k) with 100% match up to 3% of annual compensation.
Generous PTO starting from Day 1, including winter break and summer Fridays.
100% reimbursement for training, certifications, and licenses required for the job.
Paid parental leave of up to 13 weeks for birthing parents and 6 weeks for non-birthing parents.
Full Job Description
We are looking for a highly motivated and experienced Business Development Specialist to join our team. In this pivotal role, you won't just be tackling complex challenges-you'll be driving meaningful growth and seeing the direct impact of your contributions on the company's success. If you thrive in a collaborative environment, enjoy building relationships, and have a passion for strategic business development, we'd love to connect with you.
Join us and be part of a team that is redefining what it means to grow, both professionally and personally.
Your Role:
As the Business Development Specialist, you must love working in a support role, facilitating the sales process and helping the team to achieve their annual new families helped/revenue goals.
Own the prospect journey (eventually prequalifying prospects), pipeline integrity, assist the team with collection and entry of prospective client information, attach relevant notes, schedule meetings and assign tasks, and create service agreements, leveraging Salesforce.
Create and update business development proposals and presentation materials.
Provide calendar management and scheduling support as it relates to business development for the team.
Provide recurring operations, sales support and analysis such as developing reports, dashboards and ad hoc sales reporting.
Attend and participate in sales team meetings.
Coordinate regular (weekly or monthly) reporting on performance against target as well as activity reports.
Collaborate with Business Development team members across the country and share best practices with the local team.
Collaborate with multiple departments for the creation of prospect-facing materials.
Conduct prospect research using various sources (LinkedIn as an example).
Assist in other special projects as needed.
Your Experience:
Undergraduate degree required; Marketing or Business degree preferred.
Minimum of 3 years professional experience; in sales, marketing and/or sales operations support preferred.
Commitment to excellence, attention to detail, strong organizational and communication skills.
Positive attitude, versatility and willingness to work within constantly changing priorities.
Proven ability to handle multiple projects at the same time while meeting deadlines.
Self-motivated / starter with the ability to work independently and inside of a team environment.
Proficient in Excel, PowerPoint, Salesforce & MS Suite.
Experience interacting with external prospects and supporting internal teammates.
This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
Compensation:
Targeted base salary range is $70,000 - $100,000/year.
Variable compensation: 2% of Team New Client Annualized Run Rate Revenues in each BD Year. Prorated based on start date. The business development year is defined as 10/1 to 9/30.
Ownership & Financial Wellbeing
Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members
Time & Flexibility
Minimum 3 weeks PTO starting Day 1
Winter Break, Summer Friday flex-days, and 10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
Growth & Development
100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend
Connection & Community
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
Family & Milestones
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
About Brighton Jones
Brighton Jones is a wealth management firm that provides financial planning, investment management, and tax planning services to individuals and families. The company was founded in 1999 by Jon Jones and Charles Brighton, and is headquartered in Seattle, Washington. Brighton Jones has over 250 employees and manages over $6 billion in assets. The company has been recognized as one of the top wealth management firms in the country by publications such as Barron's and Forbes.
