Solutions Advisor

🕒 July 1

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BELAY

201 - 500 employees

Founded 2010

đŸ€ B2B

đŸ‘„ HR Tech

⚡ Productivity

B2B ‱ HR Tech ‱ Productivity

BELAY is a company that provides virtual staffing solutions to enhance productivity and support businesses. They offer services such as Virtual Assistants, Accounting Services, and Marketing Assistants to help companies manage tasks and streamline operations. BELAY specializes in matching clients with U. S. -based professionals who are vetted to ensure quality and efficiency. By integrating AI-enabled processes, BELAY aims to maximize efficiency, allowing businesses to focus on growth. Their services are tailored to meet varying client needs, providing flexible and scalable solutions.

📋 Description

‱ Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts ‱ Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments ‱ Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately ‱ Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement ‱ Develop and maintain channel, referral, and strategic partnership relationships that support ongoing lead generation and business growth ‱ Represent BELAY at industry events, conferences, networking opportunities, and association meetings ‱ Collaborate with Marketing on campaigns, event follow-up activities, and market growth initiatives ‱ Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records

🎯 Requirements

‱ 3+ years of successful business development, outbound sales, partnership development, and consultative sales experience ‱ Experience within financial services, wealth management, banking, professional services, or related industries strongly preferred ‱ Demonstrated ability to generate new business opportunities through networking, referrals, strategic partnerships, and proactive business development activities ‱ Experience building and maintaining professional relationships with executive-level stakeholders ‱ Strong written, verbal, presentation, and relationship-building skills ‱ Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail ‱ Self-starter with a high level of ownership and accountability ‱ Proficiency with Salesforce or comparable CRM platforms preferred ‱ Ability to work independently in a remote environment while managing multiple priorities effectively

đŸ–ïž Benefits

‱ Full-time remote work ‱ Occasional travel for some roles ‱ Vibrant, award-winning company culture

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