Business Development Representative

1 day ago

Philippines DigiDesk Full time

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Responsibilities
  • Validate firm status: Determine if the firm offers cost segregation, whether they outsource, and if they are a potential in-house prospect.
  • Use multiple sources: Firm websites, LinkedIn, press releases, etc.
  • Capture critical context: Include notes relevant to sales (e.g., alliances, decision-makers, recent activity).
  • Update Contact/Company Hubspot Properties with firm/accurate information to help pinpoint messaging.
  • Target 2–3 key contacts per firm: Focus on tax, real estate, cost seg, or fixed asset decision-makers, technology.
  • Live outreach (email/phone/voicemail): Conduct warm outreach or follow-up emails after marketing or event campaigns.
  • Light qualification calls to vet interest or capture missing firm intel.
  • Email support: Help draft clean, personalized outbound emails by firm type and role.
  • Create follow-up sequences or templates for AE meetings or webinars.
  • Tailor messaging and research around firm types and roles:
  • Tax Partners: realization, staffing, in-house profitability
  • Cost Seg Department: operational efficiency, implementation ease, time savings
  • Engineers: reduction of redundant work, modern tool adoption
  • Support the Senior AE by ensuring every contact and note aligns with real sales conversations.
  • Attend weekly check-ins prepared with updates and questions.
  • Understand the sales context: Know why the research or list matters to the Senior AE’s pipeline.
  • Leverage: HubSpot, Apollo, LinkedIn Sales Navigator (if applicable).
  • Use bulk imports and structured tags to save time and keep data clean.
Administrative & Operations Support
  • Maintain clean CRM records/hygiene
  • Coordinate follow-ups and scheduling where needed.
  • Assist in marketing initiatives such as webinars, segmented outreach, and alliance follow-up.
Success Traits
  • Proactive: Anticipate needs before being asked.
  • Accountable: Take ownership of accuracy and communication.
  • Curious: Always asking 'why' to improve results.
  • Efficient: Avoid manual repetition, use automation and tools.
  • Collaborative: Think like a partner to the AE, not a task-taker.
  • Communication skills: 100% fluent, conversational English required
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Business Development and Sales
Industries
  • Accounting, Engineering Services, and Real Estate and Equipment Rental Services

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