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SalesBountyHunter · 4 weeks ago

Sales & Business Development Analyst

Austin, TX

Full-time

Hybrid

Entry, Mid Level

$55K/yr - $70K/yr

2+ years exp

SalesBountyHunter is a high-growth, multi-family office wealth advisory firm seeking a proactive and detail-oriented Sales & Business Development Analyst to enhance their sales operations. The role involves managing the full lifecycle of potential and newly acquired clients, supporting sales conversations, and building scalable sales systems.

Staffing & Recruiting

Hiring Manager

Mahathir Jamah

Responsibilities

Qualify and Advance Prospects: You'll lead initial screenings to assess net worth, liquidity, and strategic fit—ensuring only high-quality prospects move forward. You'll own the CRM pipeline, track revenue projections, and keep everything moving with clarity and precision

Support High-Stakes Sales Conversations: You'll join sales calls with executives to capture detailed notes, define next steps, and drive flawless follow-up. You'll also analyze past calls, refine scripts, and present improvements directly to the CEO

Grow the Prospect Pipeline: You'll identify and nurture relationships with referral partners—expanding our reach and driving sustainable lead generation

Own Onboarding Excellence: You'll ensure new clients have a smooth, white-glove onboarding experience—from answering Engagement Letter questions to preparing standardized financial summaries for the team

Maintain Sales Discipline: From SOP adherence to CRM hygiene, you'll bring consistency and structure to a fast-moving sales function

Turn Documents Into Insight: As new financial materials are uploaded, you'll organize and distill them into executive-ready formats—helping turn raw data into strategic action

Build Repeatable Sales Infrastructure: You'll help reduce reliance on any single executive by building scalable systems—codifying what works and shaping a sales process others can replicate

Qualification

Analytical SkillsCRM ToolsSales Support ExperienceFinancial Services ExperienceExecutive PresenceBias Toward ActionBachelor's DegreeCommunication Skills

Required

Sharp Analytical Skills: You catch the small stuff that others miss. Precision matters to you, whether it's reconciling data or preparing reports that stand up to scrutiny. A track record of keeping fast-moving leaders organized and prepared. Excellent written notes and communication

Industry Experience: You've worked in financial services or professional services—ideally within an RIA—and understand the pace, pressure, and professionalism those environments demand. You also bring at least 2–4 years of experience in sales support, business development, or operations (RIA, financial services, fintech, or consulting preferred)

Tech-Savvy & Systems-Oriented: You're fluent in tools or experience handling CRM tools like Redtail, HubSpot, Salesforce, or similar and understand how to operationalize a data-driven sales process to drive results

Executive Presence: You're confident and clear when communicating with high-net-worth individuals, business owners, and senior executives. You know how to build trust quickly and hold your own in high-stakes conversations

Bias Toward Action: You don't wait to be told what to do. You thrive in dynamic environments, juggle multiple priorities with ease, and show up ready to move things forward. You've built or scaled sales programs, partnership initiatives, or channel strategies—and have the results to show for it

Educational Foundation: You hold a Bachelor's degree in Business, Finance, Marketing, or a related field that prepared you to work at the intersection of strategy and execution