Business Development Representative

Learn more about TriVista and how our inclusive, collaborative culture earned us a Great Place to Work Award 

Our corporate office is located in Orange County, CA. Employees in this position are permitted to reside anywhere in the United States, provided they have reliable access to a major airport within close proximity to support business travel needs. Work is performed remotely with periodic travel (<10%) within the US for training, meetings, and team events. 

Position Summary

TriVista’s Business Development Representative collaborates with Business Development leadership to foster growth of our North American business. They orchestrate in-person meetings and video calls for the team, while utilizing the latest industry insights to facilitate engaging discussions.

This role will be impactful in researching and analyzing companies, crafting bespoke messaging, and actively pursuing relationships with new clients, particularly in targeted corporate sectors (e.g., industrials, healthcare), as well as selectively in private equity and investment banking at the direction of business development and practice leadership.

A successful Business Development Representative will take a proactive approach to creating prospective account target lists based on business development and practice leadership’s needs and identifying the best-suited contacts at those accounts for cold outreach. The Business Development Representative will reach out to prospective contacts via phone and email to secure qualified introductory meetings and calls for TriVista leadership. They play a crucial role in supporting business development by preparing for client discussions and logging outreach activities and generated meetings in Salesforce. Over time, the Business Development Representative will selectively contribute to the account planning process for key accounts.

TriVista’s employees represent the image and credibility of the firm, regularly interacting with various stakeholders, including corporate-level executives, private equity investors, boards of directors, and investment banking professionals.

Responsibilities

• Cold outreach, primarily via phone, to set meetings and video calls for BD and Practice leadership with dormant clients and prospects, tracking all outreach and prioritizing key prospects and accounts
• Consistently set 15+ qualified meetings with prospects (M1) per month
• Proactively create and update a running list of prospective accounts (corporate, private equity, investment banking, etc.) to pursue based on feedback from the team
• Assist business development and practice leadership in preparing for client meetings, pulling relevant materials to share with clients and prospects (e.g., relevant industry news)
• Develop and prioritize city-specific lists of clients and prospects for business development to meet with during select city visits
• Support the preparation and execution of key account planning initiatives
• Support content development and distribution efforts, regularly sharing ideas for new and updated marketing collateral (e.g., tracking announcements of deal closures or corporate mergers/divestitures)
• Collaborate with the Salesforce Administrator to create or refine dashboards and reports
• Support lead generation through cross-selling and nurturing activities (e.g., campaign design and execution), while maintaining target lists
• Ensure a high level of data integrity and accuracy within the CRM environment
• Drive client attendance at in-person and virtual events hosted by TriVista, and support conferences and events as needed
• Perform other duties and responsibilities as required, assigned, or requested

Skills and Qualifications

• Minimum of 3 years of sales experience required
• 5+ years of experience in a B2B professional services environment focused on executive recruiting and/or relationship management preferred
• Experience crafting and tracking highly personalized cold and warm email outreach to executive-level prospects
• Experience cold calling executives across industries
• Exceptional project management skills, including account plan creation and maintenance, and attentiveness to milestones and targets
• Experience assisting with the development of client proposals under tight deadlines preferred
• Ability to think strategically about business challenges and develop and communicate compelling customer value propositions and messaging preferred
• Strong attention to detail, including accurate recordkeeping of sales activities and contact information
• Ability to manage multiple tasks and activities simultaneously and adapt to changing priorities
• Highly organized, with the ability to balance multiple priorities and take direction from multiple stakeholders
• Proven ability to meet demanding deadlines and work flexible or extended hours when needed
• Self-motivated, with strong initiative and a commitment to completing assignments on time and with high quality
• Excellent written communication skills and comfort engaging with all levels of an organization
• Proficiency with MS Office Suite, LinkedIn, and CRM platforms (Salesforce or HubSpot preferred)
• Authorized to work in the US on a full-time basis
• Flexibility to travel as needed (up to 10%)

Education

• 4-year degree in Business or a related field, or an equivalent combination of education and experience
• Lean and/or Six Sigma Green Belt certification or ability to obtain upon hire

Pay Transparency Statement

The salary range for this position reflects our good-faith estimate of the minimum and maximum base pay for the role at the time of posting. The actual pay offered may vary based on factors such as the candidate’s skills, qualifications, experience, location, and market conditions. For example, a candidate with the minimum required experience and qualifications may receive an offer near the lower end of the range, while a candidate with extensive experience and specialized expertise may receive an offer near the top of the range. In addition to base salary, employees are eligible for performance bonuses and a comprehensive benefits package. 

About our Firm

One of Consulting Magazine’s Fastest Growing global operational management firms, TriVista is an award-winning company passionate about our people, their growth, and how we collaborate to support our clients through their most complex challenges. Our culture fosters creativity, new ideas, and fresh perspectives. We embrace continuous learning, reward great work, and seek out people who want to make a difference. We are a unique consulting firm of results-driven industry subject matter experts who thrive on the excitement generated by working on challenging projects.