Business Development Rep
$40,000–$50,000 year
On-siteOklahoma City, Oklahoma, United States
Job Summary
Conduct outbound outreach via calls, emails, and LinkedIn messaging to prospective investors, family offices, and strategic partners. Qualify leads based on investment profiles and alignment with capital strategy, then schedule meetings and introductory calls for the executive team. Maintain daily activity targets for outreach volume and booked appointments while managing CRM entries and tracking engagement metrics. Provide pre-call context, background notes, and follow-up coordination to the Business Development Team. Collaborate on refining messaging, outreach scripts, and targeting strategies, and represent the company professionally in all communications. Assist with event outreach for capital conferences and investor summits, and provide weekly reports on outreach performance and pipeline growth.
Required Qualifications
- 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
Desired Qualifications
- 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)
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