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Business Development Representative - job 1 of 2

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

We're looking for a highly motivated Business Development Representative interested in kick-starting their career in sales! Your primary responsibility is to drive bookings and recurring revenue growth by generating, qualifying, and developing the sales pipeline. As a new BDR, you'll receive training and development with tremendous opportunities for advancement! You will report to the Manager, Business Development. This is a hybrid role required to be in our Raleigh, NC office three times a week.

What will you do?

  • Conduct high-volume outbound prospecting to generate qualified leads through calls, emails, and social media (150 tasks a day, including 50 calls)
  • Communicate insightsoftware's value proposition quickly and effectively to engage your audience through calls, voicemails, and emails.
  • Meeting, and exceeding where possible, monthly, quarterly and annual quota of qualified opportunities
  • Work closely and collaboratively with the sales teams on strategy to meet sales goals
  • Schedule discovery meetings for Account Executives to qualify leads, learning about the sales process along the way
  • Once prepared, conduct the discovery calls to qualify leads
  • Provide prompt phone/email follow up to specific leads and properly document and track all activity in Salesforce.com
  • Track and deliver timely and accurate forecasting and pipeline management
  • Set yourself up for a successful career by learning effective communication skills and gaining experience talking to executive level managers at large companies

How will you get it done?

  • Engaging Presence – use your interpersonal skills to effectively engage with prospects, getting them excited to speak with you and learn more about our product
  • Drive & Grit – operate in a fast-paced environment with a focus and determination to achieve high-quality results
  • Team Orientation – perform well both independently and as part of a team

Qualifications

  • Bachelor's degree or equivalent experience
  • Business Development experience preferred
  • Disciplined approach to daily activity planning, setting goals, and achieving results as well as documenting all activity in Salesforce
  • The ability to respond to objections/rejection daily

Additional Information

All your information will be kept confidential according to EEO guidelines.

#LI-Hybrid

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

Learn more about our high-energy, high-performance global team. Work With Us »

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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CEO of insightsoftware
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Michael Sullivan
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Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Business Development Representative, insightsoftware

Are you ready to embark on a thrilling journey into the world of sales? Join us at insightsoftware as a Business Development Representative! We're a dynamic, global provider of comprehensive solutions for the Office of the CFO, and we believe that accessible financial data fuels actionable business strategies. As a Business Development Representative, you'll play a crucial role in driving bookings and recurring revenue growth by generating and qualifying leads—think of yourself as the first spark of potential energy in our sales engine! Your day will include high-volume outbound prospecting, where you'll be making calls, sending emails, and utilizing social media to connect with potential clients. Picture yourself conducting around 150 tasks a day, including 50 calls—quite the challenge, right? But it’s all part of the thrill! You’ll receive robust training and development opportunities, all while collaborating closely with our sales teams to exceed sales goals. As you schedule discovery meetings and conduct calls to qualify those leads, you’ll gain valuable experience in the sales process and sharpen your communication skills. Plus, you’ll be tracking your progress using Salesforce.com, giving you a clear path to your goals. If you have a bachelor’s degree, some business development experience, and a passion for results, this role is for you! Are you ready to leverage your interpersonal skills to excite prospects, demonstrate grit in a fast-paced environment, and contribute to a collaborative team? Let's transform how businesses operate together at insightsoftware!

Frequently Asked Questions (FAQs) for Business Development Representative Role at insightsoftware
What are the primary responsibilities of a Business Development Representative at insightsoftware?

As a Business Development Representative at insightsoftware, your primary responsibilities include conducting high-volume outbound prospecting to generate and qualify leads, making calls and sending emails to engage with prospects, and scheduling discovery meetings for Account Executives. You will also be tasked with tracking your activity in Salesforce.com and maintaining a disciplined approach to meet your monthly and quarterly sales goals.

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What qualifications are required for a Business Development Representative at insightsoftware?

To thrive as a Business Development Representative at insightsoftware, you should possess a bachelor's degree or equivalent experience. While prior business development experience is preferred, it's not mandatory. A disciplined approach to daily activity planning and the ability to respond to objections and rejections is essential for success in this role.

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What does the training process look like for a Business Development Representative at insightsoftware?

At insightsoftware, new Business Development Representatives receive comprehensive training focused on developing sales skills and understanding the company’s value propositions. You'll gain hands-on experience, guided learning, and the opportunity to collaborate with seasoned sales professionals, setting you up for a successful career in sales.

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What skills are important for succeeding as a Business Development Representative at insightsoftware?

The key skills for a Business Development Representative at insightsoftware include exceptional communication abilities to effectively engage with prospects, grit and determination to thrive in a fast-paced environment, and a collaborative spirit to work well within a team. Having a strategic mindset for daily planning and goal setting is also crucial.

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Is remote work an option for the Business Development Representative position at insightsoftware?

The Business Development Representative role at insightsoftware is primarily a hybrid position, requiring you to be in the Raleigh, NC office three times a week. This offers a balance between remote work and in-person collaboration with your team, allowing you to maximize your productivity while enjoying the benefits of both work environments.

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Common Interview Questions for Business Development Representative
How do you approach outbound prospecting as a Business Development Representative?

In your answer, discuss your systematic approach to prospecting, including the tools and strategies you utilize for researching potential leads, how you manage your daily tasks, and the importance of tailoring your message to different prospects to maximize responses.

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Can you describe a time when you successfully overcame an objection?

When answering this question, provide a specific example of an objection you faced, how you responded using active listening, and the tactics you employed that ultimately led to a positive outcome, showcasing your problem-solving skills.

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What strategies do you use to meet your sales quotas?

Discuss your goal-setting methods, how you break down quotas into manageable daily or weekly tasks, and the importance of tracking your progress to stay motivated and adjust your tactics as necessary.

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Why do you want to work as a Business Development Representative at insightsoftware?

Articulate your passion for sales, your interest in insightsoftware's mission to empower CFOs with data-driven solutions, and how this aligns with your career aspirations and personal values.

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What do you understand about insightsoftware's products and services?

Your answer should reflect your research on insightsoftware. Highlight their focus on financial planning, accounting, and operations, and how their solutions help teams gain valuable insights for informed decision-making.

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How do you stay organized and manage your time effectively?

Explain the tools or methodologies you use for time management and task prioritization. Emphasize your ability to handle high volumes of calls and follow-ups while ensuring you remain effective and efficient.

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Describe how you would handle a difficult prospect during a call.

Demonstrate your communication skills by outlining your approach to de-escalating the situation, empathizing with the prospect, and steering the conversation back toward understanding their needs.

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What is your experience with CRM tools like Salesforce?

Share your familiarity with CRM systems, particularly Salesforce, and how you utilize these tools for tracking engagement, documenting interactions, and forecasting sales, emphasizing any metrics you've improved.

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How do you ensure a seamless handoff of qualified leads to Account Executives?

Discuss the importance of documenting all relevant information about the prospect and communicating effectively with the Account Executive to ensure they are fully prepared for the next steps in the sales process.

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What motivates you to succeed in a sales role?

Convey what drives you individually—be it personal goals, financial incentives, or the satisfaction of helping clients find solutions—and how this motivation fuels your drive to exceed targets and contribute to team success.

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DATE POSTED
April 10, 2025

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