What are the responsibilities and job description for the Business Development Specialist position at Craft Recruiting?
We are partnered with a leading small business lender specializing in alternative financing solutions. They are seeking a Business Development Executive focused on managing and growing relationships with existing clients. You'll work with our clients to ensure they continue to secure the best financing options for their business needs. This role is ideal for a sales-driven, process-oriented professional with experience in business development, inside sales, customer success or account management.
Three Awesome Reasons to Work Here:
- Own the Customer Relationship –Be the go-to advisor for business owners, helping them secure the funding they need while building long-term loyalty.
- Strong Earning Potential –Competitive $60K base salary uncapped commission (OTE $100K in Year 1).
- High-Impact Role –Help small business owners secure the funding they need while driving company revenue growth.
What You'll Be Doing:
- Client Relationship Management –Serve as the primary contact for existing business clients, ensuring they stay engaged with the company's financing solutions.
- Renewal & Upsell Strategy –Identify businesses eligible for additional funding, renewals, or refinancing and guide them through the process.
- Competitive Defense –Prevent churn by understanding why clients might seek funding elsewhere and offering compelling solutions to retain them.
- CRM & Sales Process Management –Use HubSpot and other CRM tools to track client interactions, automate follow-ups, and maintain a structured renewal pipeline.
- Customer Education & Support –Help business owners understand their financing options and optimize their funding strategies.
- Collaboration Across Teams –Work closely with underwriting, sales, and collections teams to enhance the customer experience and drive higher renewal success rates.
What You Bring:
- 1-3 years of experience in inside sales, business development (BDR), account management, or customer success.
- Tech-Savvy & CRM-Experienced –Proficiency in HubSpot, Salesforce, or other CRM platforms.
- Sales-Driven & Process-Oriented –You understand sales cycles, pipeline management, and structured follow-ups.
- Strong Negotiation & Relationship-Building Skills –You can handle objections, build trust, and close renewals.
- Competitive & Goal-Oriented –You thrive in a performance-based, commission-driven environment.
- Background in Financial Services, Lending, or B2B Sales is a plus (but not required).
What's In It for You:
- Competitive Salary –$60, 000 base commission (OTE $100K ).
- Uncapped Earning Potential –Performance-based bonuses for exceeding renewal targets.
- Fast-Paced Career Growth –Pathways into senior retention, underwriting, or sales leadership roles.
Salary : $60,000 - $100,000
