Business Development Operations

Job Description

REQUIREMENTS

• Bachelor’s degree in business, Finance, Economics, Marketing, or a related field preferred.
• 1-4 years of experience in sales operations, business development, revenue operations, account management, lead generation, or a related role.
• Experience with Salesforce required.
• Experience with Apollo.io or comparable sales engagement software strongly preferred.
• Strong Microsoft Excel and data-management skills.
• Strong research, analytical, organizational, and project-management ability.
• Excellent attention to detail and written communication skills.
• Ability to manage multiple active workstreams and deadlines while coordinating across departments.
• Comfort learning financial products, institutional sales processes, and operational workflows.
• Experience in financial services, fintech, precious metals, institutional sales, or B2B software is a plus.
• A business-first mindset and sound judgment about commercial priorities.

RESPONSIBILITES

Lead Generation & Prospect Research

• Build and maintain targeted account lists across priority Strategic Relationships segments.
• Research prospective institutions, companies, partners, and senior decision-makers using Apollo.io, LinkedIn, company websites, and other approved data sources.
• Enrich prospect records with accurate contact information, role data, geography, company information, and relevant account intelligence.
• Apply the Strategic Relationship team’s targeting criteria and maintain clean, prioritized prospect lists.
• Prepare concise research briefs for high-priority prospects before meetings and outreach.

Apollo.io & Outbound Campaign Management

• Build, launch, and manage outbound email campaigns in Apollo.io using approved messaging and segmentation.
• Upload, segment, maintain, and quality-check prospect lists; manage campaign enrollment, exclusions, suppression lists, and routing.
• Monitor deliverability, bounce rates, replies, engagement, and meeting conversion, and surface high-intent prospects quickly to the appropriate relationship owner.
• Run approved tests across messaging, subject lines, sequencing, and timing to improve campaign performance.
• Maintain accurate synchronization between Apollo.io and Salesforce.

Salesforce & Sales Operations

• Own day-to-day Salesforce administration for the Strategic Relationships team.
• Create and maintain accounts, contacts, leads, opportunities, campaign records, lead sources, ownership fields, opportunity values, stages, and required workflow fields.
• Integrate new inbound and outbound leads into Salesforce with complete and accurate information.
• Support integrations among Salesforce, Apollo.io, Outlook, website forms, and other relevant systems.
• Build and maintain dashboards covering lead generation, meetings, conversion, pipeline, campaign activity, and new funds.
• Monitor duplicate records, missing data, outdated records, and synchronization issues; maintain consistent CRM hygiene.
• Create workflows, alerts, reminders, and tasks that improve follow-up and pipeline visibility.

Pre-Sales Support & Diligence Coordination

• Prepare prospect research, meeting materials, presentations, diligence materials, data rooms, and supporting documents ahead of calls.
• Track follow-up items from prospect meetings and coordinate requested information across Legal, Operations, Risk, Relationship Management, Marketing, Accounting, and other internal teams.
• Support NDA, Expression of Interest (EOI), due diligence questionnaire (DDQ), data room, and institutional diligence workflows.
• Maintain organized records of outstanding prospect requests, internal owners, deadlines, and next actions.
• Help ensure every active opportunity has a clear next step, owner, and timeline.

Prospect & Client Onboarding

• Coordinate the handoff from a successful sale into account opening and onboarding.
• Guide institutional prospects through required KYC/KYB, account-opening, funding, and operational documentation.
• Coordinate with Relationship Management, Operations, Compliance, Accounting, and other internal teams to move clients through onboarding efficiently.
• Track onboarding status and outstanding requirements, follow up on documentation, and help resolve operational blockers.
• Coordinate test transfers, funding preparation, portal access, and other onboarding activities as required.
• Ensure Salesforce accurately reflects onboarding status and completion and maintain a consistent onboarding checklist and process.
• Support the transition of successfully onboarded clients to the appropriate long-term relationship or account management team.

Reporting & Process Improvement

• Produce regular reporting on outbound activity, new leads, meetings, opportunities, onboarding progress, and pipeline.
• Track conversion through each stage of the Strategic Relationships funnel and identify bottlenecks.
• Document repeatable processes and standard operating procedures for prospecting, campaign execution, Salesforce, diligence, and onboarding.
• Recommend and implement operational improvements that increase throughput and reduce administrative burden on relationship owners.

Are you interested in this position?

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