Business Development Rep

Westwin ElementsOklahoma City, OK
$40,000 - $50,000

About The Position

The Business Development Representative supports Westwin Elements’ capital raise efforts by generating qualified investor leads, initiating first-contact outreach, and booking high-quality meetings for the executive team. This role is ideal for a motivated communicator who excels in outreach and relationship-building, ensuring a strong top-of-funnel pipeline with prospective investors, family offices, funds, and strategic partners.

Requirements

  • Strong phone presence and comfort speaking with senior-level professionals.
  • Ability to manage a high volume of outreach and meet daily/weekly activity targets.
  • Experience using CRM systems (HubSpot, Salesforce, or similar).
  • Excellent written and verbal communication skills.

Nice To Haves

  • 1–3 years of experience in sales, business development, appointment setting, or investor outreach.
  • Experience in capital markets, fundraising, private equity, or investor relations.
  • Background in financial services, energy, infrastructure, or related industries.
  • Prior experience booking meetings for executives or investment teams.
  • Familiarity with investor profiles (family offices, funds, accredited investors).

Responsibilities

  • Conduct outbound outreach (calls, emails, LinkedIn messaging) to prospective investors and capital partners.
  • Qualify leads based on interest, investment profile, and alignment with Westwin Elements’ capital strategy.
  • Schedule meetings and introductory calls for the Business Development Team.
  • Maintain consistent daily activity targets for outreach volume, conversations, and booked appointments.
  • Manage CRM entries, update pipeline stages, and track engagement metrics.
  • Support Business Development Team by providing pre-call context, background notes, and follow-up coordination.
  • Collaborate with the capital raise team to refine messaging, outreach scripts, and targeting strategies.
  • Represent Westwin Elements professionally and confidently in all communications.
  • Assist with event outreach for capital conferences, investor summits, and strategic partnership meetings.
  • Provide weekly reporting on outreach performance, pipeline growth, and appointment conversion rates.
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