Business Development Representative
2 weeks ago
Job Description
Job Description
Business Development Representative
Investment Banking
San Francisco
Overview
Hiring company is a leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services. The Company was founded in 2011 and is headquartered in San Francisco where they service clients across the globe. They are committed to providing excellent financial and strategic advisory services to their clients, which starts with recruiting, training, and retaining the highest-caliber financial professionals.
The culture can best be described as collegial, hardworking, and dynamic. While they take great pride in providing exceptional strategic advisory services to clients, they also recognize the value of work-life balance. Their approach has always been to remove layers of unnecessary work, provide employees with unparalleled exposure to clients and professional development opportunities, and ensure flexibility to enjoy life outside of work.
Having completed approximately 100 transactions since inception and over 22 in the last year alone, the Company has built a strong brand among founders selling companies to leading strategic and private equity buyers including Amazon, Autodesk, Bankrate, EverCommerce, IAC, Great Hill, Insight Partners, Providence Equity, Summit Partners, Thoma Bravo, TA Associates, Vista Equity, among many others.
Job Summary & Responsibilities
The Business Development Representatives (BDRs) work closely with senior bankers to identify and develop relationships with executives of technology companies. The BDR will become a trusted resource and develop relationships with prospects acting as the initial point of contact The BDR's primary focus will be researching prospects in your pipeline and performing outreach via email and social media, with the goal of scheduling calls for the Company's senior bankers.
Few leading investment banks offer the type of opportunity that the Company offers employees to hone their business development skills. As a BDR, you will be immersed in the dynamic world of technology, focused on finding highly attractive founder-led businesses and partnering with senior bankers to build relationships with these prospects.
Responsibilities include but are not limited to:
Own lead development work for both the firm and your pod
Utilize proprietary content to engage with leads and generate meetings for the Associate and/or other senior bankers within your pod
Drive consistent, scalable outreach across your leads, personalizing where appropriate
Work closely with your team and marketing to continually improve our approach to lead engagement, meeting generation, follow-up, etc.
Ensure you are meeting and/or exceeding
daily/weekly/monthly
KPIs; continually refine your process to drive higher results
Responsible for maintaining and updating Salesforce data for your pod's leads; this includes sector categorization which will allow for more tailored communication
When appropriate, identify new founders or executives we have not yet engaged with at existing leads
Qualifications
Bachelors degree
1+ years of inside sales or business development related sales experience
Ability to assist in coordinating sales functions including prospecting and leads research
Comfortable communicating with Founders, CEOs and other executives
Proven track record demonstrating strong articulation of product or service selling points via phone and email
Must be self-motivated, persistent, and able to work independently
Able to excel in a dynamic and entrepreneurial environment
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