Business Development Representative - Financial Sales
The Business Development Representative at Confidential Client focuses on supporting and managing new and existing client accounts to drive sales growth through upselling and cross-selling. This role involves building strong client relationships, negotiating deals, participating in strategic planning, and assisting with product marketing efforts to maximize profitability and ensure client satisfaction.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This confidential client is hiring a Business Development Representative (entry-level) to support and grow client accounts within their Financial Sales operations. You'll work across sales, account management, and marketing to drive revenue and ensure excellent client outcomes.
- Work closely with sales teams to set up new business and ensure successful onboarding
- Build and maintain strong, long-lasting client relationships through clear, timely communication
- Analyze client accounts to identify upsell and cross-sell opportunities
- Negotiate spreads and help maximize profitability on all business
- Coordinate timely delivery of solutions to meet client needs and objectives
- Track and report on key metrics for programs and activities
- Support strategic planning (competitive analysis, customer segmentation, penetration plans)
- Assist product marketing tasks: product launches, presentations, sales tools, competitive analysis
- Continually refine processes to stay ahead in relevant customer industries
- Other duties as assigned
Qualifications
- Bachelor’s degree preferred, or 2+ years of customer service / account management experience
- Strong computer skills, including Salesforce and Microsoft Office (Excel, PowerPoint, Outlook)
- Ability to multi-task and perform in a fast-paced environment
- Critical thinking and negotiation skills
- Strong written and verbal interpersonal communication skills
Preferred / What Will Put You Ahead
- Desire to work in a competitive sales and collaborative team environment
- Attention to detail and a goal-driven mindset
- Passion for learning and building client relationships
- Self-motivated, confident asking for guidance when needed
- Bilingual skills (a plus)
Location & Employment Type
- Location: Chicago, IL (on-site / local) — candidates must be able to work from the Chicago area
- Employment Type: Full-time
Compensation (as listed by source)
- Estimated pay: $69,065 per year (reported estimate from source). Careertakes and the confidential client comply with applicable pay transparency laws.
Keywords / Skills
- Business Development Representative Chicago
- Account Management
- Salesforce
- Financial Sales
- Client Onboarding
- Negotiation
About the Confidential Client
This role supports a confidential client operating in Sales and financial services. The client focuses on serving business customers with account-based solutions, including onboarding, financing-related products, and relationship-driven sales.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
Negotiate a higher salary! Check the salary ranges for this job type in your area.
View My Salary Range