Business Development Partner
You will conduct compelling and informative demonstrations of the Fusion custodial services platform to Registered Investment Advisors (RIAs). You will assist with the management of the HubSpot CRM system by inputting client data, creating segmented contact lists, and helping to automate sales processes. You will provide essential support to the sales team by scheduling appointments, preparing sales collateral, and handling administrative tasks. You will continuously maintain up-to-date product knowledge to answer technical and functional questions from prospects and will collaborate with the product development team to share client feedback and insights. You will contribute to company growth by generating reports to analyze demo and sales activity performance, and by building and maintaining strong relationships with both potential and existing clients.
Responsibilities
- Conduct compelling and informative demonstrations of the Fusion custodial services technology platform to Registered Investment Advisors (RIAs).
- Assist with HubSpot CRM data management by inputting client data, creating segmented contact lists, and helping to automate sales processes.
- Support the sales team by scheduling appointments, preparing sales collateral, and handling administrative tasks.
- Maintain up-to-date product knowledge to answer questions and share client feedback with the product development team.
- Contribute to growth by generating reports to analyze demo and sales activity performance, and by building and maintaining strong relationships with potential and existing clients.
Requirements
- Strong understanding of custodial services and the Registered Investment Advisor (RIA) industry
- Proficient in CRM systems, with experience in HubSpot preferred
- Excellent presentation and communication skills, both written and verbal
- Ability to explain complex technical concepts clearly
- Strong organizational skills and attention to detail
Benefits
- 100% paid health insurance for employees with 90% coverage for dependents
- Lifestyle wallet flexible benefits spending account
- Employer-paid life and disability insurance
- Fertility benefits
- Mental health benefits
- Paid time off including company holidays, sick time, parental leave
- 401(k) matching
- Equity ownership
- Catered meals, events, and comfortable office spaces