Business Development & Sales Analyst at Prime Buchholz LLC

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

82200.0

Posted On

20 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Prospecting, Lead Generation, Relationship Development, Proposal Preparation, Presentation Preparation, CRM System Maintenance, Pipeline Tracking, Workflow Coordination, Outreach Campaigns, Conference Support, Rebid Processes, Content Library Maintenance, Interpersonal Skills, Client-Facing, Deadline Management, HubSpot

Industry

Financial Services

Description

Description The Job The Business Development (BD) & Sales Analyst supports Prime Buchholz’s institutional business development and client engagement efforts by collaborating across the firm to identify, pursue, and advance new business opportunities. This role contributes across the full business development lifecycle and supports key revenue-generating initiatives, including intermediary engagement, conferences, rebids, client fee management, and service model transitions. This is an excellent opportunity for someone interested in deepening their experience in institutional sales and business development within an investment consulting environment. This role is based in Portsmouth, NH, or Boston, MA, with the expectation that the individual is currently located within commuting distance to one of these offices. What You’ll Do Support prospecting and lead generation efforts, including identifying potential clients, intermediaries, and market opportunities Partner with Consultants and senior team members to advance new business opportunities and support relationship development Assist in preparing proposals, presentations, meeting materials, and follow-up communications Participate in prospective client meetings and prepare summaries and internal notes Maintain and update the firm’s CRM system to ensure accurate pipeline tracking and reporting Coordinate timelines and workflows across teams to ensure high-quality, timely deliverables Support outreach campaigns, conferences, rebid processes, and other growth initiatives Maintain proposal and content libraries and assist with tracking and reporting on business development activity What You’ll Bring Bachelor’s degree in business, marketing, finance, communications, or related field (preferred, but not required) 2-5 years of working experience in business development, institutional sales support, or marketing; investment management industry preferred Strong interpersonal skills and comfort working in client-facing or prospect-facing environments Ability to manage multiple assignments and meet deadlines in a fast-paced environment Experience using CRM systems such as HubSpot (preferred) Willingness to periodically travel between offices, to conferences, or client meetings as needed What We Offer At Prime Buchholz, a proud B-Corp organization, we believe in aligning our success with a positive impact on the world. We also believe that great work deserves meaningful rewards. Benefits & Perks: Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection. Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security. Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you. Time: Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life’s major milestones, including family growth. Compensation: This role is classified at grade level 5, with a starting base salary range of $65,800-$82,200. Where you fall within this range will be based on your skills, experience, qualifications, and internal equity. We typically aim to welcome a new employee on the lower end of the given salary range to ensure room to grow as performance measures are met. In addition to base pay, all positions are bonus-eligible — because we believe your contributions should be recognized and rewarded. At Prime Buchholz, we’re committed to building and preserving a culture where individuals from different personal and professional backgrounds can thrive, contribute, and grow. The collective sum of our individual differences, knowledge, life experiences, and unique talents is the foundation for our accomplishments and impact. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity or expression, age, physical or mental disability, veteran status, marital status, genetic information, or any other characteristic protected by state, federal, or local law. We strive to create a supportive community where everyone feels comfortable and confident to be authentic, open, and curious.

Responsibilities

This role supports institutional business development and client engagement by identifying, pursuing, and advancing new business opportunities across the firm's lifecycle. Key activities include supporting prospecting, preparing client materials, maintaining the CRM, and coordinating workflows for growth initiatives.