Business Development Representative

🔥 17 hours ago

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NetLaw

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2012

☁️ SaaS

🤝 B2B

🏢 Enterprise

SaaS • B2B • Enterprise

NetLaw is an attorney-led estate planning software platform that streamlines the creation, management, and digital execution of wills, trusts, and related documents for financial advisors, RIAs, enterprises, and their clients. The platform connects advisors, clients, and licensed attorneys—powered by the Hargrove Firm—to provide secure, SOC 2 Type II-certified workflows, remote signing and notarization, advisor-facing analytics, and enterprise-grade customization and onboarding for large wealth management organizations. NetLaw’s product is built as a scalable SaaS solution to embed estate planning into financial advisory processes, improve compliance, and centralize collaboration and document fulfillment.

📋 Description

• Collaborate with the Partnerships, Marketing, and Practice Group teams to execute strategies for managing and converting inbound referral and partnership leads. • Regularly perform against individual monthly and/or quarterly targets, including pipeline creation, conversion rates, appointments set, and follow-up calls assigned to the Partnerships team. • Collaborate with the SVP of Partnerships and other stakeholders on reporting and analysis of partnership performance. • Ensure CRM tools and value-selling methodologies are leveraged to process and track partnership opportunities. • Generate qualified meetings and a strong partnership pipeline within strategic and targeted accounts. • Manage target account lists and drive a comprehensive demand generation plan for new referral partnerships. • Maintain a high level of daily activity, including calls, email, and LinkedIn outreach to prospective partners. • Use advanced prospecting tools such as LinkedIn, AdvizorPro, and other platforms to uncover new partnership opportunities and build trust with prospective referral sources. • Keep up to date with the legal services industry, estate planning trends, and the competitive landscape. • Demonstrate a clear understanding of the referral and partnership development process, along with Hargrove Firm's service and value propositions. • Prioritize client and partner needs, ensuring a positive experience throughout the relationship-development process.

🎯 Requirements

• Bachelor's degree preferred, but equivalent experience will be considered • 3+ years of as a business development, sales development, or partnerships representative, ideally within legal services, financial services, or a related SaaS environment • Solid understanding of Hubspot, LinkedIn and AdvizorPro • Strong history of achieving and exceeding targets • Experience working both inbound and outbound channels • Proficiency in cold calling, email personalization, and social selling • Passion for team collaboration and helping others succeed • A client-first mentality with a focus on delivering exceptional service.

🏖️ Benefits

• Health, dental, and vision benefits • 401(k) with lucrative matching • Flexible PTO • Fully remote work