BetaNXT · 1 month ago
Associate Business Development Representative
New York, NY
Full-time
Onsite
Mid Level
$70K/yr - $70K/yr
3+ years expBetaNXT Inc is a leading provider of frictionless wealth management infrastructure and real-time data solutions. The Associate Business Development Representative is responsible for evaluating inbound client inquiries, assessing needs, and creating qualified opportunities for the sales team while supporting business development efforts and maintaining accurate records.
FinanceOutsourcingWealth Management
Responsibilities
Conduct initial assessments to understand prospect needs, challenges, and buying considerations
Review and qualify inbound leads by determining fit, level of interest, and potential business opportunity
Identify and document key pain points and how the company’s solutions may address them
Decide whether to advance prospects to the sales team, continue nurturing, or redirect them with appropriate notes
Initiate contact with prospective clients through follow-up communications and structured outreach sequences
Personalize outreach based on prior interactions, event participation, content engagement, and website activity
Build early rapport and gather information that supports deeper sales conversations
Schedule and confirm meetings between prospects and sales representatives with clear agendas and context
Prepare supporting materials such as presentations, meeting summaries, and proposal components
Ensure clean handoffs to sales colleagues, including thorough notes and next steps
Maintain accurate and current information on prospects, accounts, and interactions in the customer database
Track follow-up actions, conversion status, and progress toward goals
Share trends such as common objections, preferred messaging, and persona-specific responses with the sales and marketing teams
Stay informed on industry trends, market developments, and competitor activity
Identify potential opportunities or risks based on changes in the market
Qualification
Required
3+ years of experience in a business development, client-facing, or sales support role
Bachelor's degree or the equivalent combination of education and experience is required
Solid written and verbal communication skills; comfortable speaking with prospects by phone or video
Highly organized with excellent attention to detail and dependable follow-through
Ability to work independently on most tasks and collaborate with senior team members on more complex projects
Familiarity with customer relationship management systems (such as Salesforce or similar tools)
Experience preparing or supporting sales presentations, proposals, or meeting materials
Preferred
Understanding of technology or financial services industries is preferred
Benefits
Full benefits offering
PTO
Company
BetaNXT
BetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Robert Santella
Chief Executive Officer
Stephen Daffron
Executive Chairman
Recent News
2025-11-24
Company data provided by crunchbase