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Business Development Representative Job Description

Business Development Representative


Powered by Cap Hedge Ventures, the FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.

The ideal candidate will partner with sales and marketing teams to head up prospecting efforts within the private capital market community. This individual will schedule meetings with clients in order to understand their needs and uncover how the FINTRX solution can optimize their workflow.


  • Partner with Sales and Marketing to identify new opportunities in the marketplace
  • Work closely with account executives to understand prospect needs, and for continued knowledge development
  • Work closely with account executives to understand prospect needs, and for continued knowledge development
  • Connect with prospects through written and verbal communication
  • Generate and schedule conversations/meetings with key influencers and decision makers in prospective accounts via outbound efforts
  • Conduct high volume prospecting (75-100 activities per day) to qualify leads through calls, emails, and social media
  • Demonstrate persistence, tenacity, and the ability to overcome obstacles and handle objections
  • Develop and consistently meet or exceed all assigned quotas and key performance metrics on a daily, monthly, quarterly and annual basis
  • Log all sales activity completely and accurately in our CRM


  • Work with a strong sense of urgency, which translates into activity with the expectation of making 50-75 calls per day
  • Passion for learning and achieving in a fast-paced team environment
  • Self-motivated, dedicated, and driven to succeed
  • Interested in the financial markets or services, particularly the alternative and private capital markets
  • Previous internship experience or one (1) year of professional work experience is a plus; ideally in sales or finance
  • Strong desire to begin a sales career in a BDR role, learning from successful account executives for up to 1 year before transitioning into a full time insides sales role
  • BA/BS degree, recently in economics, finance or related majors is required



Competitive annual salary + commission + bonus.

In addition to our competitive compensation package, we offer a highly motivated, growing and supportive environment with the opportunity to work alongside many other highly talented professionals. We strive to continually build on our evolving culture - which is built on; innovation, drive, and top tier product creation on behalf of our global client base.

We look forward to hearing from you!


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