Ontra is the leader in AI-powered solutions for the private markets, automating critical workflows across the fund lifecycle. The Business Development Representative role involves supporting lead generation, conducting cold outreach, and managing sales operations to drive customer acquisition and sales success.
Responsibilities:
- Support lead generation by conducting research and helping the Sales team curate prospect lists
- Make 30 calls and send 50 emails per day in order to hit a goal of booking 10 meetings per month
- Manage calendars, external resources, and efficiency tools to coordinate meetings, pitch activities, and conduct outbound campaigns
- Help prepare for meetings and sales pitches with net-new prospects and current customers by preparing debriefs, write-ups, and other materials as needed
- Execute sales outreach, support Account Directors and Account Executives in meetings, and manage follow-up activity to ensure smooth and consistent communication with prospects
- Ensure data accuracy by entering new sales data, and by maintaining and updating Salesforce
- Manage key action items and ad hoc requests for business development needs
Requirements:
- 1+ year of experience conducting cold calls and sending cold emails (or other written outreach); experience within a global technology company preferred
- You consistently strive for and exceed sales targets; there is no goal too large and no client too complex for you
- You enjoy learning new skills and have experience adapting to new platforms quickly; experience with Excel, Salesforce, and Outreach a plus
- You are comfortable communicating to a wide range of audiences with clear, concise, and compelling language
- You are process-oriented and enjoy creating and maintaining systems upon which others rely
- You have excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes
- You are a stickler for punctuation and grammar and consider yourself a go-to proofreading resource
- You have the desire and ability to rapidly learn about new industries and the pain points of our target customers
- Experience within a global technology company preferred
- Experience with Excel, Salesforce, and Outreach a plus