Brighton Jones · 12 hours ago
Business Development Specialist
Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking a highly motivated and experienced Business Development Specialist to facilitate the sales process, drive meaningful growth, and support the team in achieving their revenue goals.
Financial Services
Responsibilities
As the Business Development Specialist, you must love working in a support role, facilitating the sales process and helping the team to achieve their annual new families helped/revenue goals
Own the prospect journey (eventually prequalifying prospects), pipeline integrity, assist the team with collection and entry of prospective client information, attach relevant notes, schedule meetings and assign tasks, and create service agreements, leveraging Salesforce
Create and update business development proposals and presentation materials
Provide calendar management and scheduling support as it relates to business development for the team
Provide recurring operations, sales support and analysis such as developing reports, dashboards and ad hoc sales reporting
Attend and participate in sales team meetings
Coordinate regular (weekly or monthly) reporting on performance against target as well as activity reports
Collaborate with Business Development team members across the country and share best practices with the local team
Collaborate with multiple departments for the creation of prospect-facing materials
Conduct prospect research using various sources (LinkedIn as an example)
Assist in other special projects as needed
Qualification
Required
Undergraduate degree required
Minimum of 3 years professional experience
Commitment to excellence, attention to detail, strong organizational and communication skills
Positive attitude, versatility and willingness to work within constantly changing priorities
Proven ability to handle multiple projects at the same time while meeting deadlines
Self-motivated / starter with the ability to work independently and inside of a team environment
Proficient in Excel, PowerPoint, Salesforce & MS Suite
Experience interacting with external prospects and supporting internal teammates
Preferred
Marketing or Business degree preferred
In sales, marketing and/or sales operations support preferred
Benefits
Health care benefits (medical/dental/vision)
Retirement benefits
Paid time off (PTO)
Holiday flex-days
Summer flex-days
Company-paid holidays
Parental leave
Transportation benefits
Unlimited volunteer time off
Professional and personal wellbeing stipend
Other fringe benefits
Company
Brighton Jones
Brighton Jones is an investment advisory and financial planning firm headquartered in Seattle.
Funding
Current Stage
Growth StageRecent News
2025-05-29
Company data provided by crunchbase