Solutions Advisor

This is a fully remote position, open to applicants in Tennessee.

📋 Description

• Develop and oversee a pipeline of qualified opportunities through proactive prospecting, networking, referrals, events, and strategic outreach initiatives.

• Identify and engage key decision-makers within targeted sectors, including financial advisors, RIAs, wealth management firms, and other significant market segments.

• Conduct exploratory discussions to comprehend client requirements and effectively position BELAY's Assistant Solutions offerings.

• Manage opportunities from the initial outreach phase through qualification, proposal negotiations, and final agreements.

• Cultivate and sustain channel, referral, and strategic partnership relationships that contribute to ongoing lead generation and business expansion.

• Represent BELAY at industry events, conferences, networking occasions, and association meetings.

• Collaborate with the Marketing team on campaigns, follow-up activities post-events, and initiatives aimed at market growth.

• Utilize Salesforce, Gong Engage, or similar platforms to oversee pipeline activities, forecast revenue, and maintain precise customer records.

⛳️ Requirements

• A minimum of 3 years of proven experience in business development, outbound sales, partnership development, and consultative sales.

• Background in financial services, wealth management, banking, professional services, or related fields is highly preferred.

• Proven track record of generating new business opportunities through networking, referrals, strategic partnerships, and proactive business development efforts.

• Experience in building and maintaining professional relationships with executive-level stakeholders.

• Excellent written, verbal, presentation, and relationship-building skills.

• Strong organizational abilities with the capacity to prioritize tasks, follow through on commitments, and pay attention to detail.

• Self-motivated individual with a high degree of ownership and accountability.

• Familiarity with Salesforce or similar CRM platforms is preferred.

• Capability to work independently in a remote setting while effectively managing multiple priorities.

🏝️ Benefits

• Full-time remote work.

• Occasional travel may be required for certain roles.

• A vibrant, award-winning company culture.