Business Development Associate, Financial Consulting
Overview
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.
What You'll Do9
- 1Schedule and attend meetings with new clients and prospects using cold calls, email campaigns, and social media to generate leads.
- 2Research target companies and develop account strategies to establish and grow relationships.
- 3Monitor market trends and apply insights to support business development within assigned accounts.
- 4Analyze the regional market to prioritize accounts and identify high-potential opportunities.
- 5Create and manage email campaigns, track engagement, and follow up on responses.
- 6Maintain an accurate CRM database (e.g., HubSpot, Salesforce) through ongoing research.
- 7Support client relationships by ensuring timely follow-ups and meeting coordination.
- 8Prepare custom materials such as project profiles, proposals, and presentations.
- 9Contribute content for social media and newsletters to boost brand visibility.
Requirements7
- 1Bachelor's degree required; focus in Business Administration, Finance, or Accounting preferred.
- 22-3 years of experience in B2B business development or financial services.
- 3Strong closing skills and ability to cultivate client relationships.
- 4Proven ability to manage multiple priorities in a dynamic environment.
- 5Proficient in Microsoft Excel, PowerPoint, Word, and Google Workspace.
- 6Familiarity with CRM tools such as HubSpot and Salesforce is a plus.
- 7Self-motivated and competitive with a drive to achieve goals.
Salary Insight
$75 - $95k per year
Location
Required Skills
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