Job description

Role Overview:

Fully remote and the candidate must live in the US. Part time position, 25-35 hours per week.

At Capitaliz, the business development manager actively oversees the front end of our marketing and sales funnel.

The primary deliverable is attracting and connecting with new exit planning, wealth advisory and M&A advisor leads.

The secondary deliverable is nurturing our prospect database and setting up appointments for our sales associates.

Other duties include overseeing and tracking all outreach activities for the company, including, webinars, cold call campaigns, conference activity follow-up, digital outreach, and social media campaigns.

Role Responsibilities:

• Managing our pipeline of leads and prospects in HubSpot

• Marketing our monthly webinar to our prospect list

• Build out our lead database using LinkedIn Sales Navigator, and other digital prospecting tools.

• Communicate and follow up with webinar guests

• Booking Zoom sales calls for our sales manager

• Collaborating with our marketing agency on social media activity

Work Environment:

• 95% of our work is remote, spanning three countries and multiple time zones (USA, Canada, and Australia)

• Our operating time zone is MST, as our head office is moving to Denver, CO.

• We hold a Zoom or Teams meeting each morning at 8:00 PST for all staff to ensure any barriers to success are removed.

• During the day we use Microsoft Teams, Slack, and email for team communication.

• We use HubSpot to track business performance.

• We work flexible hours that match our lifestyles (start early and end early, or start late and work late.)

• At Capitaliz we focus on completing our daily work so our team members and clients are continually supported.

• We operate in a professional industry and dress the part when client-facing, but our day-to-day work environment and culture could be described as “westcoast” and business casual.

You will Thrive In This Position If:

• You are a detailed oriented person who enjoys connecting with new people.

• You want a career that has a clear path to advancement and unlimited growth potential.

• You prefer working with like-minded individuals in an environment where hard work is recognized and rewarded.

• You want flexibility in your work day and thrive in a task-oriented environment that has clear deliverables and deadlines.

• You want the people you work with to be intelligent and motivated.

• You are comfortable and enjoy working directly with clients.

• You like working in a dynamic and changing environment, while also enjoying some repetitive tasks to break up your day.

Job Qualifications:

Education & Work Experience

• College or University

• (Beneficial) Marketing degree, business degree, video editing

Work Experience

• Experience in the financial services industry is not required but would be great benefit to the role
• Beneficial previous work experience:
• Business development

• Administrative work

• Social media work (LinkedIn specifically)

• Copywriting

• Project management

• Working in a remote team environment

Technical Skills

• Technology we use regularly at Capitaliz
• Microsoft Office Suite
• Google Suite (Sheets, Docs, Slides, Calendar, Gmail, Draw)

• HubSpot
• Adobe Suite (Illustrator, Photoshop, Acrobat)
• Chrome extensions
• LinkedIn Sales Navigator
• Fiverr, UpWork, Zapier

Natural Ability

• Growth oriented

• General positive attitude

• Attention to detail

• Enjoy numbers

• Love helping people

• Interested in entrepreneurship and business

• Learn faster than your peers, and comfortable moving at a quick pace

• Self-motivated - can manage multiple deliverables independently

• Natural problem solver - if given a task, you enjoy figuring out how to accomplish it on your own using Google and YouTube

Tools Required

• Laptop computer (MacBook preferred)

• Cell phone

Business Development Manager Package: https://docs.google.com/presentation/d/1Ndm9ypdug9_oKt71u8YMSqojdsKxUjpZti-gQGoJ2e0/edit?usp=sharing

Job Type: Part-time

Salary: $20.00 - $22.00 per hour

Schedule:

• 8 hour shift

Supplemental pay types:

• Commission pay

Experience:

• Business development: 1 year (Preferred)
• Sales: 1 year (Preferred)

Willingness to travel:

• 25% (Preferred)

Work Location: Remote

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