Business Development Representative (Enterprise)
Pomona College, Claremont, California, United States, 91711
Business Development Representative (Enterprise)
Recruitment began on January 22, 2026
and the job listing Expires on February 22, 2026
Identify, research, and prioritize potential benefits brokers, consulting firms, and channel partners who align with our ideal client profile.
Conduct targeted outbound outreach via email, phone, and LinkedIn to introduce our value proposition.
Qualify broker partners based on client base, market influence, and partnership potential.
Build a healthy and predictable pipeline of broker opportunities.
Relationship Building & Engagement
Serve as the first point of contact for broker inquiries and outbound efforts.
Clearly articulate the product and broker value proposition, tailoring messaging to different types of advisory firms.
Develop trust-based relationships that encourage broker engagement and willingness to introduce us to employer clients.
Schedule introductory and discovery meetings for the Partnership Account Executives.
Support for Enterprise Pipeline Growth
Collaborate closely with Partnerships and Enterprise Sales to hand off qualified broker channel partners.
Gather broker insights about their clients’ needs, pain points, and timing to support downstream enterprise conversations.
Track broker-generated leads and influence on enterprise pipeline opportunities in the CRM.
Internal Collaboration
Maintain up-to-date CRM records, pipeline stages, and activity logs.
Work with marketing on broker-focused outreach campaigns, collateral, and follow-up.
Provide ongoing feedback from the broker market to product, sales, and marketing teams.
Stay informed on benefits brokerage trends, consulting models, and employer benefits strategies.
Build familiarity with the competitive landscape and how our solution fits into a broker’s toolkit.
Identify opportunities for co-marketing, events, webinars, or deeper partner enablement.
CRM Management
Maintain accurate and up-to-date records of prospect interactions, sales activities, and lead statuses in the CRM (e.g., Salesforce, Amplemarket).
Track performance metrics such as lead conversion rates, meetings scheduled, and follow-up activities.
Performance Expectations
Meet or exceed monthly outreach, meeting set, and broker qualification goals.
Maintain high activity cadence while delivering a personalized and consultative outreach approach.
Contribute to revenue growth by driving broker-generated enterprise opportunities.
#J-18808-Ljbffr
and the job listing Expires on February 22, 2026
Identify, research, and prioritize potential benefits brokers, consulting firms, and channel partners who align with our ideal client profile.
Conduct targeted outbound outreach via email, phone, and LinkedIn to introduce our value proposition.
Qualify broker partners based on client base, market influence, and partnership potential.
Build a healthy and predictable pipeline of broker opportunities.
Relationship Building & Engagement
Serve as the first point of contact for broker inquiries and outbound efforts.
Clearly articulate the product and broker value proposition, tailoring messaging to different types of advisory firms.
Develop trust-based relationships that encourage broker engagement and willingness to introduce us to employer clients.
Schedule introductory and discovery meetings for the Partnership Account Executives.
Support for Enterprise Pipeline Growth
Collaborate closely with Partnerships and Enterprise Sales to hand off qualified broker channel partners.
Gather broker insights about their clients’ needs, pain points, and timing to support downstream enterprise conversations.
Track broker-generated leads and influence on enterprise pipeline opportunities in the CRM.
Internal Collaboration
Maintain up-to-date CRM records, pipeline stages, and activity logs.
Work with marketing on broker-focused outreach campaigns, collateral, and follow-up.
Provide ongoing feedback from the broker market to product, sales, and marketing teams.
Stay informed on benefits brokerage trends, consulting models, and employer benefits strategies.
Build familiarity with the competitive landscape and how our solution fits into a broker’s toolkit.
Identify opportunities for co-marketing, events, webinars, or deeper partner enablement.
CRM Management
Maintain accurate and up-to-date records of prospect interactions, sales activities, and lead statuses in the CRM (e.g., Salesforce, Amplemarket).
Track performance metrics such as lead conversion rates, meetings scheduled, and follow-up activities.
Performance Expectations
Meet or exceed monthly outreach, meeting set, and broker qualification goals.
Maintain high activity cadence while delivering a personalized and consultative outreach approach.
Contribute to revenue growth by driving broker-generated enterprise opportunities.
#J-18808-Ljbffr