Navanta empowers community banks and our people to thrive – together. We are a growing company of passionate, talented and driven individuals who care deeply for one another and our clients. We are expanding our Business Development function to meet the increasing demands of our sales organization. We are seeking a dynamic Business Development Representative to drive pipeline growth and elevate the performance of our BDR team. In this role, you will be responsible for generating new business opportunities through high‑volume outbound calls, personalized emails, and targeted prospecting activities. Your mission is to create meaningful engagement with potential customers, qualify leads, and hand off high‑quality opportunities to the sales team.
Key Responsibilities:
This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities.
Outbound Prospecting
- Conduct a high volume ofoutbound phone callsdaily to identify and engage potential customers.
- Send personalized and targetedoutbound email sequencesto generate interest and drive conversions.
- Leverage multiple channels (phone, email, social touches) to increase connect rates and establish contact with decision-makers.
Lead Qualification
- Qualify prospects throughcoldcallsand follow upsto understand their pain points, needs, budgets, and timelines.
- Maintain accurate and detailed notes in the CRM.
Pipeline Development
- Build and nurture a consistent pipeline of early-stage opportunities for the sales team.
- Schedule discovery meetings for Account Executives.
- Track outreach activity and optimize performance using data-driven insights.
Webinar & Event Follow-Up
- Providepre-and-postwebinar and event communication with prospects and clients as needed to drive attendance and follow-up conversations
Tools & Process
- Utilize CRM systems (Salesforce, HubSpot,Gong) for lead management, tracking, and reporting.
- Work with sales& marketingleadership to refine outreach scripts, email templates, and value messaging.
- Use sales engagement platform(Gong)to manage sequences and touchpoints.
Collaboration
- Partner closely with marketing to follow up on outbound campaigns and ensure alignment on messaging.
- Share insights from market conversations to help guide product, marketing, and sales strategy.
Knowledge and Skills
A qualified individual will possess the following:
- Strong understanding of B2B sales fundamentals, ideally within the technology or financial services sectors.
- Proven ability to identify, qualify, and nurture leads through phone, email, and digital channels.
- Excellent verbal and written communication and active listening skills, with the ability to engage confidently and professionally with business decision-makers.
- Curious, driven, and self-motivated with a strong sense of ownership and accountability for achieving goals.
- Comfortable discussing technology and able to translate complex solutions into simple, client-relevant value.
- Resilient and adaptable in a fast-paced environment, maintaining focus and positivity when facing challenges.
- Collaborative, team-oriented mindset with a desire to partner closely with Sales and Marketing to improve outreach strategies and campaign success.
- Strong organizational, time-management, and prioritization skills, with attention to detail in CRM and pipeline tracking.
- Data-aware mindset with the ability to interpret prospect engagement metrics and use insights to improve outreach effectiveness.
- Eager to learn and grow—open to feedback, continuous improvement, and professional development.
- Desire to continually improve and contribute to our Purpose of Empowering Community Banks and our People to Thrive – Together.
Education and/or Experience:
- Bachelor’s degree preferred, ideally in Business, Marketing, Communications, or a related field.
- Equivalent experience is acceptablein place of formal education, particularly in sales, customer-facing roles, or high‑performance environments.
- Foundational understanding of CRM systems(such as Salesforce, HubSpot, Dynamics) is beneficial—formal training or certifications are a plus.
- 0–2 years of professional experiencein sales, business development, customer service, or a related field.
- Previous experience in:
- Outbound calling or prospecting
- Handling objections
- High-volume communication environments
- Meeting activity-based targets is strongly preferred
- Experience usingCRM platformsto track leads, manage pipelines, or log outreach.
- Demonstrated ability to thrive in:
- fast-paced environments,
- player/coach leadership structures,
- competitive or quota-driven roles (sales, athletics, retail, hospitality, etc.).
- Strong communication skills—both written and verbal—along with an ability to quickly build rapport with prospects.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Typical remote environment
- Travel to corporate officesin Grafton, WI or Alpharetta, GA1-2 times per yearmay be required
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Who is Navanta?
NAVANTA is the community bank technology outfitter that inspires confidence for community banks, by providing purpose-built solutions that make technology work for them, instead of the other way around.
Founded in 1991, our purpose is to Empower Community Banks and Our People to Thrive – Together. We live that Purpose by always putting people first in our decisions and actions.
Our engaged culture is strongly influenced by the passion our team members bring while serving Community Banks and their communities. We believe in encouraging confidence in each other and delivering solutions that make our customers confident with us. To that end we seek out problem solvers, creative thinkers and engaged individuals that thrive in a fast-paced yet supportive environment.
We believe engaged employees lead to loyal customers, which in turn drives results for our business. We are caring, intense, and approachable, and have a lot of fun along the way.
The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.
