Business Development Representative

Eleve Talent

. Identify, research, and engage prospective customers across commercial banking, private credit, and private equity .

Posted 11/3/2026full-timeNew York City • New York • United StatesJunior💰 $75,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in outbound prospecting and relationship building within financial services, with a strong understanding of credit underwriting and investment workflows. Proven ability to engage senior financial professionals and generate qualified sales opportunities through effective communication and strategic collaboration.

Highest-signal resume keywords

Outbound ProspectingRelationship BuildingCredit UnderwritingSales Pipeline GenerationCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business DevelopmentInvestment BankingFinancial ServicesSales PlaybooksPipeline Tracking

Soft Skills

InitiativePersistenceAdaptabilityCuriosityCoachability

Tools & Technologies

HubSpotSalesforce

Industry Keywords

Private CreditLeveraged FinanceCommercial BankingInstitutional ClientsFinancial Professionals

About the role

Key responsibilities & impact

Identify, research, and engage prospective customers across commercial banking, private credit, and private equity
Execute targeted outbound campaigns through cold calling, email, LinkedIn, and other prospecting channels
Qualify inbound leads and generate high-quality meetings and sales pipeline for Account Executives
Partner with Account Executives to develop account strategies, refine messaging, and identify opportunities within key financial institutions
Build relationships with financial professionals through direct outreach, industry conferences, networking events, and in-person meetings
Develop understanding of credit underwriting, investment workflows, and F2's AI platform to communicate with prospective customers
Collaborate with Sales and Marketing to improve outbound messaging, sales materials, and prospecting strategies
Maintain accurate prospect and pipeline information in HubSpot or Salesforce
Track outreach performance, conversion rates, and pipeline generation
Contribute to repeatable sales playbooks and business development processes as F2 scales

Requirements

What you’ll need

6–18 months of professional experience in business development, investment banking, expert networks, financial services, or a related client-facing role
Strong communication skills and ability to engage confidently with senior financial professionals
Experience in outbound prospecting, relationship building, or working directly with institutional clients
Understanding of private credit, leveraged finance, commercial banking, or strong aptitude to learn complex financial concepts quickly
Initiative, persistence, adaptability, curiosity, coachability, and motivation to improve performance
Strong commercial instincts and focus on generating qualified opportunities
Bonus: Experience at an expert network such as AlphaSights, GLG, Guidepoint, or Third Bridge, particularly supporting private equity or hedge fund clients
Bonus: Background in investment banking, leveraged finance, private credit, or commercial bank credit
Bonus: SDR or BDR experience at a fintech, financial data, or B2B SaaS company selling to financial institutions
Ability to work in New York under the stated hybrid arrangement
Visa sponsorship requirement is asked during application

Benefits

Comp & perks

Equity opportunity
Hybrid flexibility in New York
Clear career progression toward an Account Executive role, typically within 12 months based on performance and business needs
Competitive compensation
Meaningful growth opportunities
Direct exposure to enterprise sales and company leadership
Opportunity to influence F2's go-to-market strategy