Business Development Operations

Summary

Monetary Metals is a high-growth gold platform that pays interest to savers, finances qualified businesses, and provides a liquid marketplace for gold leases and bonds globally. The Business Development Operations role supports the Strategic Relationships team by managing pre-sales, sales operations, CRM execution, diligence coordination, prospecting, outreach, and institutional client onboarding.

Responsibilities

• Build and maintain targeted account lists across priority Strategic Relationships segments
• Research prospective institutions, companies, partners, and senior decision-makers using Apollo.io, LinkedIn, company websites, and other approved data sources
• Enrich prospect records with accurate contact information, role data, geography, company information, and relevant account intelligence
• Apply the Strategic Relationship team’s targeting criteria and maintain clean, prioritized prospect lists
• Prepare concise research briefs for high-priority prospects before meetings and outreach
• Build, launch, and manage outbound email campaigns in Apollo.io using approved messaging and segmentation
• Upload, segment, maintain, and quality-check prospect lists; manage campaign enrollment, exclusions, suppression lists, and routing
• Monitor deliverability, bounce rates, replies, engagement, and meeting conversion, and surface high-intent prospects quickly to the appropriate relationship owner
• Run approved tests across messaging, subject lines, sequencing, and timing to improve campaign performance
• Maintain accurate synchronization between Apollo.io and Salesforce
• Own day-to-day Salesforce administration for the Strategic Relationships team
• Create and maintain accounts, contacts, leads, opportunities, campaign records, lead sources, ownership fields, opportunity values, stages, and required workflow fields
• Integrate new inbound and outbound leads into Salesforce with complete and accurate information
• Support integrations among Salesforce, Apollo.io, Outlook, website forms, and other relevant systems
• Build and maintain dashboards covering lead generation, meetings, conversion, pipeline, campaign activity, and new funds
• Monitor duplicate records, missing data, outdated records, and synchronization issues; maintain consistent CRM hygiene
• Create workflows, alerts, reminders, and tasks that improve follow-up and pipeline visibility
• Prepare prospect research, meeting materials, presentations, diligence materials, data rooms, and supporting documents ahead of calls
• Track follow-up items from prospect meetings and coordinate requested information across Legal, Operations, Risk, Relationship Management, Marketing, Accounting, and other internal teams
• Support NDA, Expression of Interest (EOI), due diligence questionnaire (DDQ), data room, and institutional diligence workflows
• Maintain organized records of outstanding prospect requests, internal owners, deadlines, and next actions
• Help ensure every active opportunity has a clear next step, owner, and timeline
• Coordinate the handoff from a successful sale into account opening and onboarding
• Guide institutional prospects through required KYC/KYB, account-opening, funding, and operational documentation
• Coordinate with Relationship Management, Operations, Compliance, Accounting, and other internal teams to move clients through onboarding efficiently
• Track onboarding status and outstanding requirements, follow up on documentation, and help resolve operational blockers
• Coordinate test transfers, funding preparation, portal access, and other onboarding activities as required
• Ensure Salesforce accurately reflects onboarding status and completion and maintain a consistent onboarding checklist and process
• Support the transition of successfully onboarded clients to the appropriate long-term relationship or account management team
• Produce regular reporting on outbound activity, new leads, meetings, opportunities, onboarding progress, and pipeline
• Track conversion through each stage of the Strategic Relationships funnel and identify bottlenecks
• Document repeatable processes and standard operating procedures for prospecting, campaign execution, Salesforce, diligence, and onboarding
• Recommend and implement operational improvements that increase throughput and reduce administrative burden on relationship owners

Skills

• • 1-4 years of experience in sales operations, business development, revenue operations, account management, lead generation, or a related role
• • Experience with Salesforce required
• • Strong Microsoft Excel and data-management skills
• • Strong research, analytical, organizational, and project-management ability
• • Excellent attention to detail and written communication skills
• • Ability to manage multiple active workstreams and deadlines while coordinating across departments
• • Comfort learning financial products, institutional sales processes, and operational workflows
• • A business-first mindset and sound judgment about commercial priorities
• • Bachelor's degree in business, Finance, Economics, Marketing, or a related field preferred
• • Experience with Apollo.io or comparable sales engagement software strongly preferred
• • Experience in financial services, fintech, precious metals, institutional sales, or B2B software is a plus

Qualifications

Must Haves

• • 1-4 years of experience in sales operations, business development, revenue operations, account management, lead generation, or a related role
• • Experience with Salesforce required
• • Strong Microsoft Excel and data-management skills
• • Strong research, analytical, organizational, and project-management ability
• • Excellent attention to detail and written communication skills
• • Ability to manage multiple active workstreams and deadlines while coordinating across departments
• • Comfort learning financial products, institutional sales processes, and operational workflows
• • A business-first mindset and sound judgment about commercial priorities

Nice to Haves

• • Bachelor's degree in business, Finance, Economics, Marketing, or a related field preferred
• • Experience with Apollo.io or comparable sales engagement software strongly preferred
• • Experience in financial services, fintech, precious metals, institutional sales, or B2B software is a plus

Benefits

• This is a full-time, fully remote position
• Stock option package, depending on experience
• Flexible paid time off
• Health, dental, and vision benefits
• 401(k)