Business Development Representative Manager

About You

About the Role

Principal Responsibilities

• Lead, coach, and develop a team of BDRs to exceed meeting goals


• Manage business development representatives’ daily activities, such as strategic call campaigns, email campaigns and meetings booked


• Establish daily, weekly, and monthly KPIs for outreach, conversations, and conversions, then track daily activities including calls, meetings and campaigns using Hubspot along with proprietary in house tools


• Build and refine outbound prospecting strategies, including call/email cadences, targeting, and messaging


• Provide hands-on coaching through call shadowing, email review, and real-time feedback


• Recruit, hire and onboard new team members in a scalable and efficient manner


• Set individual and team goals based on strategic priorities of the broader team, in collaboration with sales management


• Partner with marketing on lead generation, scoring, nurturing, content, and outbound campaign support


• Provide summary reports to sales management and Flourish leadership regarding key metrics

Minimum Qualifications

• Bachelor’s degree or equivalent working experience


• 1+ year in sales management


• 3+ years of related sales experience


• Demonstrated track record of success in outbound sales activity, including both call and email outreach


• Either have a Series 7 or willingness to get a Series 7 within 90 days of joining


• Either have a Series 63 or willingness to get a Series 63 within 90 days of joining


• Excellent coaching, mentoring, and motivational skills.


• Strong knowledge of cold outreach strategies (phone/email/social) and modern sales tools (e.g., HubSpot, Outreach, etc.)


• Metrics- and process-driven, with strong organizational and analytical abilities and proficiency in CRM systems


• Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

• Strong interest in finance and technology


• Experience selling to wealth managers or experience at a wealth management firm


• Experience working as part of a fast-moving team with minimal guidance


• Highly comfortable with technology, both personally and professionally


• Excellent written and verbal communications, both internally and externally


• Strong problem solver and creative, independent thinker


• Energetic, positive and charismatic

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $128,000 - $171,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.