• The Business Development Representative (BDR) is responsible for supporting business growth through relationship-building, strategic outreach, partnership development, sales initiatives, and opportunity identification. • This role works closely with leadership to expand professional networks, strengthen community and corporate engagement, identify business opportunities, and support revenue-generating activities for Teamficient and its sister companies, including HAL and MDA. • Assist in building and maintaining professional relationships within leadership's network. • Conduct outreach to individuals, organizations, and community groups to explore collaboration, referral, partnership, and business opportunities. • Maintain communication records and track relationship-building activities. • Identify individuals, organizations, and businesses receiving awards or professional recognition. Develop and send personalized congratulatory messages. • Support outreach efforts to corporate executives, business leaders, chambers of commerce, professional associations, and community organizations. • Utilize LinkedIn and other professional networking platforms to establish and strengthen business relationships.

• Support executive management with strategic projects and corporate planning • Conduct research and analysis of markets, competitors, trends and new business areas • Prepare presentations, concepts, decision papers and business cases • Contribute to growth, sales and partnership strategies • Assist with financial, revenue and project planning • Identify and engage potential partners, customers or investors • Build and optimize internal processes and organizational structures • Participate in grant, financing and collaboration projects • Support special projects and day-to-day operational tasks

• drive relationships and sales within our key strategic wirehouse firms • spend the majority of time with COIs, large complexes and branches, private wealth teams and Regional Directors • drive thought leadership, practice management, capital markets and investment perspectives • collaborate with our Relationship Management team and internal partners • lead to more relationships, stronger relationships, and sales growth across all areas of investment product

• Generate new business opportunities through inbound and outbound sales activities • Conduct discovery calls and virtual software demonstrations with prospective clients • Build and maintain a healthy sales pipeline through prospecting, follow-up, and lead nurturing • Manage opportunities, activities, and customer interactions within HubSpot CRM • Execute outbound prospecting campaigns through phone, email, social media, and other outreach methods • Identify upsell and expansion opportunities within existing customer accounts and coordinate follow-up as appropriate • Attend industry trade shows, conferences, and events to represent iClassPro and generate new business opportunities • Achieve and exceed individual sales goals and performance metrics • Collaborate with Sales and Onboarding teams to ensure a smooth customer experience from initial contact through implementation • Stay current on industry trends, competitor offerings, and iClassPro product enhancements