Business Development Partner

New

Skills

Business Development Client Relationship Management Custodial Services Knowledge HubSpot CRM Organizational Skills Presentation Skills Product Knowledge Reporting & Analytics Sales Automation Technical Communication

The Business Development Partner will play a crucial role in demonstrating the Fusion custodial platform to Registered Investment Advisors (RIAs) and managing HubSpot CRM data. This position involves automating sales processes and supporting the sales team in various administrative tasks to drive growth and client relationships.

Key Responsibilities
  • Demonstrate the Fusion custodial platform to RIAs.
  • Manage and segment HubSpot CRM data; automate sales processes.
  • Schedule appointments and prepare sales collateral.
  • Maintain up-to-date product knowledge and provide feedback to the product team.
  • Generate reports and build strong client relationships.
Required Skills & Qualifications
  • Strong understanding of custodial services and the RIA industry.
  • Proven experience with CRM systems, preferably HubSpot.
  • Excellent written and verbal communication skills.
  • Able to explain complex technical concepts clearly.
  • Strong organizational skills and attention to detail.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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