Business Development Representative
Bill Good Marketing, South Jordan, Utah, United States, 84095
Who We Are
Altitude is building an AI-native marketing and practice-management platform for financial advisors who are done messing around.
We combine CRM, marketing automation, task management, and an embedded AI consultant called
Pathfinder
into one system. It’s built on decades of real consulting experience inside advisory firms, not theory, not hype, not vaporware.
We sell into a smart, regulated industry that rewards credibility. Advisors come to Altitude because they want a better way to grow without chaos. We’re a modern SaaS company with deep industry roots and enough experience to know what works in the industry.
The Role As a Business Development Representative, your job is to start conversations and create sales opportunities.
You’ll be prospecting advisory firms that fit our ideal client profile, running outbound across email, phone, and LinkedIn, qualifying interest, and booking high-quality discovery calls. This is
not
a script-only, high-volume call center role. It’s a consultative sales position where sharp messaging and smart targeting win.
If you like hunting, owning your pipeline, and seeing your work turn prospects into sales, you’ll feel at home here.
What You’ll Be Doing
Researching and targeting the right advisory firms
Running outbound across email, phone, and LinkedIn with messaging that cuts through
Qualifying inbound leads from webinars, referrals, and campaigns
Booking strong discovery calls for Account Executives
Learning the advisory business well enough to speak credibly about growth and operational pain
Keeping your CRM clean and your pipeline tight
Testing, refining, and improving messaging based on results
What Makes This Role Different
You’re selling a product that has concrete and measurable benefits to clients. We’re more than just hype
The market respects expertise, not noise. We’re not noisemakers; we’re earth shakers. You’ll be supported by a team of people who know what they’re doing.
Conversations are not just dime a dozen transactional sales calls, but are consultative in nature, where you find out what the lead is really running into in their business and if our product can help them
You have direct access to leadership and product
There’s a clear path for career growth (e.g., AE, sales leadership)
Who You Are You’re comfortable reaching out cold and starting conversations with business owners. You like the chase, but you’re not sloppy about it.
You care about results, take ownership of your pipeline, and don’t need to be micromanaged. You’d rather have deep, impactful conversations than blast garbage at everyone.
You:
Communicate clearly and confidently
Follow through and close loops
Learn fast and adapt quickly
Take feedback without getting defensive
Want to win — and do it the right way
Skills and Qualifications
3+ years in BDR, SDR, or B2B sales (SaaS, fintech, or professional services)
Experience selling software
Comfortable talking with business owners and senior decision-makers
Strong written outbound skills
Consistent, accurate CRM usage
Financial services experience is a plus, not a requirement
Who This Is Not For Not a fit if you want:
Script-only, high-volume dialing
A simple product you don’t have to understand
Zero accountability or loose CRM habits
A short-term role with no growth path
Compensation and Growth
Base salary plus commission
Clear promotion path as we scale
Stock options
Ownership of the role and direction it takes
Compensation depends on experience.
#J-18808-Ljbffr
We combine CRM, marketing automation, task management, and an embedded AI consultant called
Pathfinder
into one system. It’s built on decades of real consulting experience inside advisory firms, not theory, not hype, not vaporware.
We sell into a smart, regulated industry that rewards credibility. Advisors come to Altitude because they want a better way to grow without chaos. We’re a modern SaaS company with deep industry roots and enough experience to know what works in the industry.
The Role As a Business Development Representative, your job is to start conversations and create sales opportunities.
You’ll be prospecting advisory firms that fit our ideal client profile, running outbound across email, phone, and LinkedIn, qualifying interest, and booking high-quality discovery calls. This is
not
a script-only, high-volume call center role. It’s a consultative sales position where sharp messaging and smart targeting win.
If you like hunting, owning your pipeline, and seeing your work turn prospects into sales, you’ll feel at home here.
What You’ll Be Doing
Researching and targeting the right advisory firms
Running outbound across email, phone, and LinkedIn with messaging that cuts through
Qualifying inbound leads from webinars, referrals, and campaigns
Booking strong discovery calls for Account Executives
Learning the advisory business well enough to speak credibly about growth and operational pain
Keeping your CRM clean and your pipeline tight
Testing, refining, and improving messaging based on results
What Makes This Role Different
You’re selling a product that has concrete and measurable benefits to clients. We’re more than just hype
The market respects expertise, not noise. We’re not noisemakers; we’re earth shakers. You’ll be supported by a team of people who know what they’re doing.
Conversations are not just dime a dozen transactional sales calls, but are consultative in nature, where you find out what the lead is really running into in their business and if our product can help them
You have direct access to leadership and product
There’s a clear path for career growth (e.g., AE, sales leadership)
Who You Are You’re comfortable reaching out cold and starting conversations with business owners. You like the chase, but you’re not sloppy about it.
You care about results, take ownership of your pipeline, and don’t need to be micromanaged. You’d rather have deep, impactful conversations than blast garbage at everyone.
You:
Communicate clearly and confidently
Follow through and close loops
Learn fast and adapt quickly
Take feedback without getting defensive
Want to win — and do it the right way
Skills and Qualifications
3+ years in BDR, SDR, or B2B sales (SaaS, fintech, or professional services)
Experience selling software
Comfortable talking with business owners and senior decision-makers
Strong written outbound skills
Consistent, accurate CRM usage
Financial services experience is a plus, not a requirement
Who This Is Not For Not a fit if you want:
Script-only, high-volume dialing
A simple product you don’t have to understand
Zero accountability or loose CRM habits
A short-term role with no growth path
Compensation and Growth
Base salary plus commission
Clear promotion path as we scale
Stock options
Ownership of the role and direction it takes
Compensation depends on experience.
#J-18808-Ljbffr