Business Development Associate, Finance & Investment Services
Overview
Own the end-to-end client development process at scale within a hybrid Dallas hub. Drive lead generation, qualification, and relationship-building to grow a diversified client base. Collaborate with the sales team to craft compelling pitches and proposals that convert prospects into long term partnerships. The role blends in person and remote work to support a fast moving, team driven environment. What makes this role unique is the opportunity to influence growth through targeted outreach and strategic client engagement.
What You'll Do5
- 1Build targeted prospect lists and execute outreach campaigns to generate qualified leads no more than 90 days from start
- 2Deliver compelling sales presentations and proposals that demonstrate value to potential clients in collaboration with the sales team
- 3Nurture relationships with prospects and existing clients to support multi year revenue growth in a hybrid work setting
- 4Collaborate with cross functional teams to tailor solutions and respond to RFPs with timely, high quality materials
- 5Track and report on key metrics to optimize outreach strategies and win rates in Dallas and remotely
Requirements5
- 1Bachelor's degree preferred or equivalent experience
- 2Demonstrated ability to build relationships and close deals in a business development capacity
- 3Strong communication and presentation skills with the ability to influence decision makers
- 4Experience with CRM systems and outbound sales tools
- 5Ability to work in a hybrid environment and manage multiple priorities
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Kranz-Consulting
VerifiedBusiness Development Associate, Financial Consulting
You will own inside sales and marketing efforts for the Business Development team at Kranz Consulting, a leader in financial advisory services for CEOs, CFOs, and VC firms. You will drive client retention and growth through targeted outreach, research, and campaign execution. Reporting to the SVP, you will collaborate with senior consultants and support proposal development. This role offers a direct path into sales with commission and training.
6M Executives
VerifiedEntry Level Business Associate Sales Role Dallas
The role owns customer interactions and supports sales growth in a fast-paced environment. This position offers hands-on experience in sales and business development while working onsite in Dallas. Candidates will develop foundational skills through direct client engagement and team collaboration.
Stratford Davis
VerifiedEntry Level Sales Associate Home Based Remote Dallas
Own your results while working remotely from any location. This entry level role offers flexibility and autonomy. Drive growth by connecting with families through digital channels. Lead virtual consultations and deliver tailored financial plans. Stay connected with clients over time to update plans as goals evolve. Level up through team huddles and workshops. This position provides a chance to build a business where income reflects ambition.
Datamax Inc
VerifiedBusiness Process Consultant, B2B Tech Sales & Solutions
Own the regional B2B technology sales cycle and build relationships with business leaders across Dallas Fort Worth. You will identify customer needs, craft workflow and productivity solutions, and drive revenue growth for Datamax Texas. Collaborate with internal teams to ensure a smooth customer experience and measurable impact. This role offers a blend of hands on solution selling, relationship building, and a path to leadership within an established technology partner.
Pro-Active
VerifiedCustomer Service and Client Relations Associate in Dallas
You will own customer relationships and brand representation at promotional events, managing client interactions from first contact to ongoing retention. Working with a supportive team, you will receive hands-on training and mentorship while developing skills in sales and leadership. This role offers clear advancement based on performance, with a culture that values ambition and teamwork. You will drive growth for clients and your career, with real-world experience in customer relations and business operations.
Relevance Lab Inc.
VerifiedIT Sales Executive, New Business & Application Services
You will own the full sales cycle from prospecting to close for application development software services, targeting new logos across the Dallas region. Working directly with the executive team, you will drive net-new revenue and build a pipeline through hunting and relationship-building. Your success is measured by new business orders and client acquisition within the first year. This role offers the autonomy to define your territory and the support of a growing IP-led technology firm.