Note: The job is a remote job and is open to candidates in USA. Monetary Metals is a high-growth gold platform that pays interest to savers, finances qualified businesses, and provides a liquid marketplace for gold leases and bonds globally. The Business Development Operations role supports the Strategic Relationships team by managing pre-sales, sales operations, CRM execution, diligence coordination, prospecting, outreach, and institutional client onboarding.
Responsibilities
- 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
- 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
- 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- Monitor duplicate records, missing data, outdated records, and synchronization issues; maintain consistent CRM hygiene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
- 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
- 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
- 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
Skills
- • 1-4 years of experience in sales operations, business development, revenue operations, account management, lead generation, or a related role
- • Experience with Salesforce required
- • 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
- • A business-first mindset and sound judgment about commercial priorities
- • Bachelor's degree in business, Finance, Economics, Marketing, or a related field preferred
- • Experience with Apollo.io or comparable sales engagement software strongly preferred
- • Experience in financial services, fintech, precious metals, institutional sales, or B2B software is a plus
Benefits
- This is a full-time, fully remote position
- Stock option package, depending on experience
- Flexible paid time off
- Health, dental, and vision benefits
- 401(k)
Company Overview