SquaredFinancial

Business Development Rep

• Identify, pursue, and secure new business opportunities to meet and exceed revenue targets and contribute to the company’s strategic growth objectives.
• Develop and manage a portfolio of key client relationships, ensuring high levels of satisfaction, retention, and expansion.
• Implement the business development strategy by creating and executing tactical plans designed to achieve organizational goals.
• Build and maintain a robust development pipeline, ensuring a consistent flow of new opportunities aligned with revenue targets.
• Identify and leverage cross-selling and upselling opportunities within the existing client base to maximize revenue.
• Monitor and analyze market trends, competitor activity, and client needs to identify growth opportunities and adjust strategies accordingly.
• Work closely with internal teams, including Sales, Marketing, and Compliance, to align efforts and ensure seamless execution of business development initiatives.
• Ensure compliance with internal policies, procedures, and regulatory requirements.
• Complete all required training programs and continuously enhance industry knowledge and skills.
• Provide regular, detailed updates to management on progress, pipeline status, client feedback, and market insights to inform strategic decisions.

Business Development Manager