Role OverviewThe Business Development Associate will assist in managing new sales opportunities, reporting, and coordination of new business development. They will partner with the Sales Manager to manage the sales platform, manage closed business and sales pipeline reporting, and coordinate the end-to-end KYC process.
What You Will Do
The individual will be responsible for managing the sales platform, responding to inquiries and opportunities, managing reporting to partners, and conducting preliminary reviews of trust documents and statement of assets. They will also manage the SalesForce platform, train current employees, and develop and present material to new hires.
Why It Might Be a Fit
The ideal candidate will have a Bachelor's degree in Business Administration, Marketing, Finance, or a related field, and 1-3 years of experience in sales, account management, or customer service. They will also have knowledge of and experience in trust, legal, and investments, as well as experience in both Sales and Operations.
Requirements
- Bachelor’s degree in Business Administration, Marketing, Finance, or a related field
- 1–3 years of experience in sales, account management, or customer service
- Knowledge of and experience in trust, legal, and investments
- Experience in both Sales and Operations
- Ability to take on multiple tasks simultaneously and manage effectively
- High attention to detail
- Ability to travel
- High personal interaction skills and team player
Benefits
- Dental insurance
- Vision insurance
- Other benefits not specified
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