Business Development Representative

<h3>Job Description</h3><div><p><strong>About Asseta</strong></p>\n<p><br /></p>\n<p>Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B in assets on the platform. Our flagship product, the Intelligent Family Office Suite®, helps family offices operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.</p>\n<p><br /></p>\n<p>Our mission is to help family offices achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and protect client data. Our clients receive unwavering support for wealth preservation and growth.</p>\n<p><br /></p>\n<p><strong>The Opportunity</strong></p>\n<p><br /></p>\n<p>We are hiring a Business Development Representative (BDR) to build our sales pipeline. You </p>\n<p>will follow up on inbound marketing-qualified leads (MQLs) and prospect proactively for new accounts. You will start conversations with prospective customers, find opportunities, and book qualified meetings for the sales team.</p>\n<p><br /></p>\n<p>This is a hands-on role for someone who wants a career in fintech sales. You will open doors, build relationships, and create opportunities with senior decision-makers. You will also help refine our prospecting approach as Asseta scales. If you enjoy building a pipeline from the ground up, you will thrive here.</p>\n<p><br /></p>\n<p><strong>What You'll Own</strong></p>\n<p><br /></p>\n<p>Inbound Prospecting</p>\n<ul>\n <li>Follow up with MQLs quickly and respond to every inquiry.</li>\n <li>Ask questions to learn each prospect's needs and decide if Asseta fits.</li>\n</ul>\n<p><br /></p>\n<p>Outbound Prospecting</p>\n<ul>\n <li>Identify and research target accounts, and build prospect lists.</li>\n <li>Run multichannel outreach by email, LinkedIn, and cold calls.</li>\n <li>Build relationships with decision-makers at family offices, RIAs, and wealth management firms.</li>\n</ul>\n<p><br /></p>\n<p>Qualification and Pipeline</p>\n<ul>\n <li>Hold first conversations to understand needs, identify use cases, assess fit, and agree on next steps.</li>\n <li>Book qualified meetings for Account Executives.</li>\n <li>Keep a steady flow of opportunities moving into the sales pipeline.</li>\n</ul>\n<p><br /></p>\n<p>Pipeline Operations</p>\n<ul>\n <li>Log all prospecting activity and lead status accurately in the CRM.</li>\n <li>Track outreach performance and follow up with prospects consistently.</li>\n</ul>\n<p><br /></p>\n<p>Testing and Improvement</p>\n<ul>\n <li>Test messaging, sequences, and outreach strategies.</li>\n <li>Use results to improve engagement and conversion rates.</li>\n</ul>\n<p><strong>What We're Looking For</strong></p>\n<p><br /></p>\n<p><strong>Required</strong></p>\n<p><br /></p>\n<ul>\n <li>At least 1 year of experience in a BDR, SDR, or similar sales development role in B2B SaaS.</li>\n <li>Experience with both inbound lead qualification and outbound prospecting.</li>\n <li>A record of booking qualified meetings and building pipeline through steady outreach.</li>\n <li>Strong written and verbal communication skills, with the ability to engage senior decision-makers.</li>\n <li>Skill at researching accounts, finding the right contacts, and personalizing outreach.</li>\n <li>Strong organization and self-motivation. You stay persistent and manage many prospects and priorities at once.</li>\n <li>Curiosity and a drive to learn new products, industries, and business challenges.</li>\n</ul>\n<p><br /></p>\n<p><strong>Nice to Have</strong></p>\n<p><br /></p>\n<ul>\n <li>Experience with HubSpot, LinkedIn Sales Navigator, or sales engagement tools.</li>\n <li>Experience selling into financial services, wealth management, family offices, or other complex B2B environments.</li>\n</ul>\n<p><br /></p>\n<p><strong>Compensation and Benefits</strong></p>\n<p><br /></p>\n<p>Asseta offers competitive compensation and a benefits package that includes:</p>\n<p><br /></p>\n<ul>\n <li>OTE of $100,000 - $120,000</li>\n <li>Comprehensive health, dental, and vision coverage</li>\n <li>Unlimited PTO</li>\n <li>Conference sponsorships and training opportunities</li>\n <li>Frequent company off-sites and team-building events</li>\n <li>On-site at our New York City headquarters</li>\n</ul></div>