How Remoteville checks and expires listings
Business Development Associate
Skills
AdvertisingBusinessBusiness DevelopmentCold CallingCustomer Relationship ManagementCustomer SatisfactionLead Generation
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2–5 years of post-college professional experience in business development sales or customer service
- Familiarity with wealth management RIAs and independent advisor platforms preferred
- Strong communication and interpersonal skills
- Polished written communication for internal and external audiences
- Ability to source and manage client or partner relationships
- Experience crafting relationship-forward outreach and multi-touch campaign sequences
- Ability to pull interpret and summarize campaign and pipeline data
- Organized detail-oriented analytical and able to manage multiple workflows
- Precision with data entry scheduling and document preparation
- Results driven proactive and able to work independently
- Comfortable with Salesforce Microsoft Suite and Excel
- Ability to prioritize tasks and keep multiple projects aligned
- Tech-savvy quick learner with adaptable process skills
- Entrepreneurial resourceful tenacious and motivated by growth
Nice to have
- Entrepreneurial
- Resourceful
- Tenacious
- Proactive
- Detail-oriented
- Analytical
- Self-starter
Day to day
- Drive high-volume outreach across calls emails texts and LinkedIn to start conversations with wealth management firm owners executives and advisors.
- Build refine and monitor multi-touch campaigns while persisting with follow-ups to generate qualified opportunities.
- Support pipeline management deal tracking meeting coordination and internal preparation while maintaining accurate Salesforce data and clean CRM records.