BD Representative

As a Business Development Representative, you will be the customer’s first point of contact for complaints, questions, requests, feedback, and other needs. You will be responsible for managing relationships between clients and the company.

As the first person to interact with our customers, you are expected to maintain a high level of professionalism in all conversations, demonstrate thorough knowledge of the company’s products and services, and respond promptly to requests and queries. When handling a complaint, you are expected to “own the problem”—that is, take responsibility for addressing the issue, researching it, and resolving it internally as quickly as possible to ensure the highest level of customer satisfaction.

Other responsibilities include maintaining up-to-date customer records and account information, as well as assisting in the onboarding process.

Responsibilities:

• Be part of one of the best Business Development teams.
• Follow up with clients who have opened an account or are interested in opening an account with Vested.
• Engage with clients through calls and messages, and address their queries effectively.
• Ensure customer satisfaction by educating clients about product features, functionalities, and potential upgrades.
• Contribute to product development and improvement by gathering feedback, identifying recurring issues, and sharing insights with the broader team.
• Maintain excellent service standards by going above and beyond to ensure customer satisfaction and retention.
• Uphold Vested’s highest standards of service while acting as the primary point of contact for clients, resolving inquiries, and responding empathetically to build lasting relationships.
• Work out of our B2B partner offices and assist in client outreach, including pitching various products & services

Qualifications:

• Bachelor’s degree or equivalent experience.
• 1–2 years of experience in a business development or customer service role (preferred).
• Excellent attention to detail, with a professional, enthusiastic, and warm phone presence.
• Strong proactive ability to own and deepen client relationships