Solutions Advisor

BELAY

Assistant Solutions Advisor responsible for generating, developing, and closing new business opportunities at BELAY. Focused on driving client acquisition through strategic partnerships and relationship-driven sales activities.

Posted 7/1/2026full-timeRemote • Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts
Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments
Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately
Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement
Develop and maintain channel, referral, and strategic partnership relationships that support ongoing lead generation and business growth
Represent BELAY at industry events, conferences, networking opportunities, and association meetings
Collaborate with Marketing on campaigns, event follow-up activities, and market growth initiatives
Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records

Requirements

What you’ll need

3+ years of successful business development, outbound sales, partnership development, and consultative sales experience
Experience within financial services, wealth management, banking, professional services, or related industries strongly preferred
Demonstrated ability to generate new business opportunities through networking, referrals, strategic partnerships, and proactive business development activities
Experience building and maintaining professional relationships with executive-level stakeholders
Strong written, verbal, presentation, and relationship-building skills
Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail
Self-starter with a high level of ownership and accountability
Proficiency with Salesforce or comparable CRM platforms preferred
Ability to work independently in a remote environment while managing multiple priorities effectively

Benefits

Comp & perks

Full-time remote work
Occasional travel for some roles
Vibrant, award-winning company culture

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Business DevelopmentOutbound SalesConsultative SalesPipeline ManagementLead Generation

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationPresentation SkillsOrganizational SkillsAttention to Detail