Business Development Representative, BDR

Potentially assist at conferences by fielding booth conversations, triaging walk-up interest, qualifying attendees, and helping convert event engagement into meetings for the sales team. The primary objective is to create qualified meetings and opportunities for the sales team while helping build scalable business development processes across CRM and sales engagement platforms.

Business Development Representative (BDR)
Nashville, TN (preferred) | Hybrid/Remote Flexibility
 
ABOUT THE ROLE:

• We are seeking a highly organized, personable, and driven Business Development Representative (BDR) to support top-of-funnel growth initiatives across our expanding equity compensation organization. This role is focused on outbound engagement, inbound qualification, and appointment setting. The primary objective is to create qualified meetings and opportunities for the sales team while helping build scalable business development processes across CRM and sales engagement platforms. The ideal candidate is detail-oriented, well-written, presentable, systematic in their approach, and excited about long-term career growth

 
RESPONSIBILITIES:

• Use prospecting and intent-data platforms (Apollo.io or similar) to identify and engage high-intent target accounts and contacts
• Work and qualify marketing-generated leads from webinars, gated content, conferences, inbound inquiries, and campaigns
• Conduct outbound outreach via email, phone, and LinkedIn
• Schedule meetings for the sales team
• Support outreach to prospects, clients, and COIs (Centers of Influence)
• Maintain accurate activity and lifecycle tracking within CRM
• Collaborate closely with Marketing and Sales leadership
• Help evolve and improve business development processes and SOPs
• Potentially assist at conferences by fielding booth conversations, triaging walk-up interest, qualifying attendees, and helping convert event engagement into meetings for the sales team

 
IDEAL CANDIDATE:

• At least 4+ years of experience
• Strong written and verbal communication skills
• Highly detail-oriented and organized
• Comfortable working within systems, processes, and CRM-driven workflows
• Experienced with outbound prospecting, cold outreach, and appointment setting
• Demonstrated ability to break through crowded inboxes and connect with executive-level prospects through phone, email, LinkedIn, and other channels
• Familiarity with HubSpot, Salesforce, or similar CRM platforms
• Experience using Apollo.io, ZoomInfo, LinkedIn Sales Navigator, intent data, or similar prospecting technologies
• Professional, personable, and confident communicator
• Self-starter with a growth mindset and strong sense of accountability
• Interest in financial services, equity compensation, stock administration, or B2B SaaS is a plus
• Willingness to attend conferences and industry events
• Some Travel for Industry Conferences required

 
SUCCESS METRICS:

• Number of qualified meetings booked
• Speed-to-lead follow-up
• CRM accuracy and process adherence
• Outreach activity and engagement rates

 
WHAT WILL MAKE SOMEONE SUCCESSFUL HERE:

• Knows how to identify, reach, and engage ideal customer profiles (ICPs) in competitive U.S. markets
• Understands how to leverage modern sales technology, data, and intent signals to prioritize outreach efforts
• Can effectively coordinate messaging and outreach with Sales, Relationship Managers, Marketing, and Business Development teams
• Comfortable collaborating with our European BDR team to share best practices and support global growth initiatives
• Ideally brings experience within the equity compensation, incentive management, financial services, HR technology, or adjacent industries
• Thrives in a fast-moving environment where creativity, persistence, and process discipline are equally important
• Bonus: has an existing network of relevant industry contacts, circles of influence, referral partners, or prospective buyers

 
CAREER GROWTH PATH:
This role is designed with upward mobility in mind. High performers may progress into:

• Senior BDR
• Direct Sales
• Marketing

 
We believe in investing in strong talent and creating long-term career opportunities.
 
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
 
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