Business Development Manager

PensionBee•New York, NY

21d•Hybrid

About The Position

We're seeking a Business Development Manager to help scale our automatic rollover (Safe Harbor IRA) business among advisors. This is a unique hybrid role combining sales prospecting and relationship-building with CRM operations and sales infrastructure. You'll build and grow PensionBee's relationships with financial advisors and third-party administrators in the US. It's a hands-on role for someone who enjoys winning new partnerships and also building the machinery behind the sale: the materials, the process and the CRM. You'll work closely with our VP Employer Partnerships and lead a Business Development Representative who books meetings for you.

Requirements

4–7 years in B2B sales or channel partnerships, with a track record of winning new relationships.
Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules)
Familiarity with the RIA landscape and how advisors build their practices
Comfort operating in a small, fast-moving team: you can close a deal in the morning and fix a CRM workflow in the afternoon.
Strong writing skills for sales materials, pitches and email campaigns.
Hands-on CRM administration experience (Pipedrive, Salesforce or HubSpot) and a data-driven approach to pipeline and campaigns.

Nice To Haves

Experience with financial advisors, TPAs, recordkeepers or the broader retirement plan market is a strong plus.
Experience coaching or managing a junior team member is a plus.

Responsibilities

Win new partners. Sign at least 2 new advisor or TPA relationships a month, using your judgment on who to target and how, through outreach and our existing pipeline.
Grow existing partnerships. Act as co-owner of key partner relationships alongside our VP, helping each partner bring on around 20 new employer clients a year.
Compete and win. Lead responses to competitive pitches, RFPs and complex follow-ups with the wider sales team.
Build our sales toolkit. Own our sales materials, spot gaps and create what's missing, including call scripts and playbooks for the BDR.
Own the sales process. Maintain the guides, process flows and handoffs across the full sales cycle, and be the main point of contact with our Operations team.
Run email campaigns. Design, run and measure email marketing to advisors and TPAs.
Own the CRM. Act as the primary owner and administrator of Pipedrive, including setup, data quality, reporting and automation.
Lead and develop our BDR, setting priorities and coaching on outreach.