Business Development Partner

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Conduct compelling and informative demonstrations of the Fusion custodial services technology platform to Registered Investment Advisors
• 2
  Manage the HubSpot CRM system by accurately inputting client data, creating segmented contact lists, and helping to automate sales processes
• 3
  Provide essential support to the sales team by collaborating on scheduling appointments, preparing sales collateral, and handling various administrative tasks
• 4
  Maintain up-to-date product knowledge to answer technical and functional questions from prospects and collaborate with the product development team to share client feedback and insights
• 5
  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

RequirementsAI-extracted

• Strong understanding of custodial services and the Registered Investment Advisor industry
• Proficiency in using CRM systems, with experience in HubSpot being preferred
• Excellent presentation and communication skills, both written and verbal
• Ability to explain complex technical concepts in a clear and understandable manner
• Strong organizational skills and attention to detail

Perks & BenefitsAI-extracted