PensionBee UK

Business Development Rep

• Win at least 2 new advisor or TPA relationships per month through outreach and the existing pipeline
• Grow key partner relationships and help each partner bring on around 20 new employer clients per year
• Lead responses to competitive pitches, RFPs and complex follow-ups with the wider sales team
• Own sales materials, call scripts and BDR playbooks
• Maintain sales-cycle guides, process flows and handoffs, serving as the main point of contact with Operations
• Design, run and measure email marketing campaigns to advisors and TPAs
• Own and administer Pipedrive, including setup, data quality, reporting and automation
• Lead and develop a Business Development Representative by setting priorities and coaching on outreach
• Build and grow relationships with financial advisors and third-party administrators in the US
• Work closely with the VP, Employer Partnerships

Business Development Manager

Inside Sales

• Support the U.S. Head of VP Partnerships by flagging follow-ups, surfacing warm leads, and preparing briefing materials
• Source 20+ qualified advisor leads per week using AdvizorPro, LinkedIn, NAPA award lists, and conference attendee lists
• Prioritize 3(38) and 3(21) fiduciaries and co-fiduciaries likely to engage on force-out and plan termination solutions
• Expand prospecting into ERISA law firms, bankruptcy and M&A specialists, and TPAs involved in plan terminations
• Run personalized, multi-touch outreach across email, LinkedIn, and phone
• Track activity in Pipedrive and maintain a clean, visible pipeline
• Create tailored sales materials, presentation templates, objection-handling guides, FAQs, and case studies
• Build email templates in Pipedrive and manage segmented campaign sends
• Maintain post-send list hygiene and analyze campaign performance
• Research conferences, recommend lead-generation events, and manage pre-event outreach and post-conference follow-up
• Maintain accurate CRM data and pull weekly pipeline reports
• Build conversion and outreach performance reports
• Collaborate with Product on CRM automation and workflow improvements
• Relay field insights to Marketing and Product and advocate for messaging or tooling improvements

Business Development Manager

B2B Inside Sales Manager – Employer Partnerships