Upstack Studio

Business Development Rep

• UPSTACK is the leading full-service technology advisory firm transforming how businesses design, source, implement, support, and optimize IT infrastructure
• Identify, engage, and nurture prospective clients to drive pipeline growth and revenue expansion
• Proactively identify and engage prospective customers through outbound efforts (cold calls, emails, social selling, etc.)
• Qualify leads and set up high-value meetings for the sales team
• Develop a strong understanding of our business model, value proposition, and industry landscape
• Collaborate with sales leadership, AVPs, and Marketing to refine outreach strategies and drive measurable pipeline growth
• Track and manage outreach efforts in Salesforce to ensure a consistent and data-driven approach
• Maintain a pulse on industry trends and competitive insights to optimize sales outreach
• Work toward a transition into a leadership position, contributing to the future expansion of the BDR function

Client Engagement Advisor, Senior BDR

Analyst

• Validate and standardize incoming commission reports.
• Import commission data into internal systems such as RPM and Salesforce.
• Review and analyze commission data to ensure accuracy, identify variances, dropped accounts, and discrepancies.
• Synthesize data from multiple sources to validate commission outcomes.
• Navigate and negotiate challenging conversations around commission issues.
• Manage disputes with suppliers and TSDs through to resolution.
• Provide excellent customer service and conflict resolution to advisors, suppliers, and internal stakeholders.
• Oversee and manage collection efforts.
• Collaborate daily with suppliers to ensure timely receipt of commissions.
• Build and maintain strong working relationships with Advisors, TSDs, and Suppliers.
• Serve as a resource to answer commission-related inquiries and ensure a positive advisor experience.
• Partner with internal teams across departments to leverage resources in support of advisor needs.
• Share insights from commission data to support operational and business decisions.
• Assist in creating and implementing new processes to drive efficiency and accuracy.
• Identify opportunities to automate or streamline manual tasks.
• Meet and exceed deadlines consistently.
• Perform other assigned duties as needed.

Client Engagement Advisor, Senior BDR

Commission Experience Analyst