Flourish BDR Manager

MassMutual•New York, NY

6d•Onsite

About The Position

Flourish is looking to hire its first Business Development Manager to lead, manage, and develop a small but growing team of Business Development Representatives. You will be highly involved in the day-to-day activities of the business development representatives, including setting goals, tracking performance metrics, and providing training and support, and work collaboratively with the Head of Business Development to set strategy and goals for the business development organization. You’ll work cross-functionally with sales, marketing, relationship management, and overall Flourish leadership on everything from team goals to systems and processes to pipeline contribution, recognizing your team’s efforts plays a critical role in our overall go-to-market efforts.

Requirements

Bachelor’s degree or equivalent working experience
1+ year in sales management
3+ years of related sales experience
Demonstrated track record of success in outbound sales activity, including both call and email outreach
Either have a Series 7 or willingness to get a Series 7 within 90 days of joining
Either have a Series 63 or willingness to get a Series 63 within 120 days of joining
Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Nice To Haves

Excellent coaching, mentoring, and motivational skills.
Strong knowledge of cold outreach strategies (phone/email/social) and modern sales tools (e.g., HubSpot, Outreach, etc.)
Metrics- and process-driven, with strong organizational and analytical abilities and proficiency in CRM systems
Strong interest in finance and technology
Experience selling to wealth managers or experience at a wealth management firm
Experience working as part of a fast-moving team with minimal guidance
Highly comfortable with technology, both personally and professionally
Excellent written and verbal communications, both internally and externally
Strong problem solver and creative, independent thinker
Energetic, positive and charismatic

Responsibilities

Lead, coach, and develop a team of BDRs to exceed meeting goals
Manage business development representatives’ daily activities, such as strategic call campaigns, email campaigns and meetings booked
Establish daily, weekly, and monthly KPIs for outreach, conversations, and conversions, then track daily activities including calls, meetings and campaigns using Hubspot along with proprietary in house tools
Build and refine outbound prospecting strategies, including call/email cadences, targeting, and messaging
Provide hands-on coaching through call shadowing, email review, and real-time feedback
Recruit, hire and onboard new team members in a scalable and efficient manner
Set individual and team goals based on strategic priorities of the broader team, in collaboration with sales management
Partner with marketing on lead generation, scoring, nurturing, content, and outbound campaign support
Provide summary reports to sales management and Flourish leadership regarding key metrics