Business Development Representative
About the Role
The Business Development Representative at Paz Financial Consulting is responsible for identifying and developing new business opportunities while supporting the growth goals of the organization. You will help build a consistent pipeline of qualified leads and nurture relationships that lead to successful outcomes.
Success in this role looks like meeting or exceeding lead and activity targets, effectively communicating value to prospects, and collaborating with internal teams to convert opportunities into measurable results.
Duties & Responsibilities
- Prospect for potential leads through outbound outreach, networking, and other lead-generation activities.
- Qualify inbound and outbound leads by understanding needs, goals, and fit.
- Schedule and conduct discovery calls or meetings to assess opportunities and next steps.
- Present and explain products, services, or solutions in a clear and compelling manner.
- Maintain accurate, up-to-date records of activities, leads, and outcomes in CRM tools.
- Build and nurture relationships with prospects to support long-term pipeline development.
- Collaborate with internal stakeholders to ensure timely follow-up and coordinated handoffs.
- Track key performance metrics (e.g., outreach volume, conversion rates, pipeline movement).
- Respond to prospect questions and coordinate additional information as needed.
- Support continuous improvement by sharing insights on market feedback and lead trends.
- Adhere to compliance, data accuracy, and ethical standards in all prospecting activities.
Requirements
- Education: Bachelor’s degree or equivalent work experience.
- Experience: 1+ years of experience in business development, sales, or a lead-generation role.
- Proven ability to prospect, qualify, and progress leads through the sales cycle.
- Strong communication skills, including clear verbal and professional written outreach.
- Comfort using CRM and sales productivity tools to manage pipeline and reporting.
- Working knowledge of sales processes and lead qualification practices.
- Ability to manage multiple priorities while maintaining organization and follow-through.
- Customer-focused mindset with the ability to build rapport and trust.
- Self-motivation and resilience in a goal-oriented environment.
- Inclusive, respectful collaboration with teammates and stakeholders.
Benefits
- Health insurance options (medical, dental, and vision).
- Paid time off (PTO) and paid holidays.
- Retirement savings plan options.
- Wellness resources and/or wellness-related perks.
- Professional development opportunities to support career growth.
- Opportunities to build skills through coaching and performance feedback.
Bachelor's degree or equivalent work experience; 1+ years in business development, sales, or lead generation; proven ability to prospect and qualify leads; strong communication; CRM and sales productivity tool proficiency.
Key Responsibilities
- prospecting leads
- qualifying leads
- scheduling meetings
Skills & Tools
CRM
Job Details
- Category: Sales
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 47,840 – 74,880 / year
- Languages: English
Benefits
- Generous paid time off
- Retirement plan
About Paz Financial Consulting
A financial consulting firm focused on business growth and client relationships. — Industry: Finance