Business Development Associate

San Francisco Bay Area, Remote. Posted 2 months ago

The role

You will manage inside sales and marketing efforts to drive client retention and growth across three verticals. This involves scheduling meetings, conducting market research, and supporting the Business Development team with client outreach and materials.

What you will do

Schedule and attend meetings with new clients and prospects using various outreach methods
Conduct research on target companies and develop relationship strategies
Monitor market trends to support business development efforts
Analyze regional market landscape to prioritize accounts
Create and manage email campaigns and track engagement
Maintain an accurate CRM/contact database
Support client relationships through timely follow-ups and meeting coordination
Prepare custom materials like project profiles and marketing collateral
Prepare summary reports on funding rounds, M&A activity, and leadership changes
Contribute content for social media and newsletters

Required qualifications

Bachelor's degree
2–3 years of experience in B2B business development and/or a financial services role
Foundational background in accounting or finance
Demonstrated interest in building a career in business development
Strong closing skills
Ability to cultivate client relationships
Ability to manage multiple priorities in a fast-paced environment
Proficient in Microsoft Excel, PowerPoint, Word, and Google Workspace

Nice to have

Focus in Business Administration, Finance, or Accounting
Intermediate to advanced skill level in Microsoft Excel, PowerPoint, Word, and Google Workspace
Familiarity with CRM tools such as HubSpot and Salesforce

Benefits

401K with employer match
health benefits
bonus program
vacation
floater holidays
paid company holidays
continuous training through various certification courses
mentors for career goals

About the company

Kranz Consulting is a leader in financial consulting and advisory services for CEOs, Boards, CFOs, and Venture Capital firms based in Silicon Valley. The company works with innovative, venture-backed companies and their leadership teams.