Business Development Representative

Learn more about TriVista and how our inclusive, collaborative culture earned us a Great Place to Work Award

Our corporate office is located in Orange County, CA. Employees in this position are permitted to reside anywhere in the United States, provided they have reliable access to a major airport within close proximity to support business travel needs. Work is performed remotely with periodic travel (<10%) within the US for training, meetings, and team events.

Position Summary

TriVista’s Business Development Representative collaborates with Business Development leadership to foster growth of our North American business. They orchestrate in-person meetings and video calls for the team, while utilizing the latest industry insights to facilitate engaging discussions.

This role will be impactful in researching and analyzing companies, crafting bespoke messaging, and actively pursuing relationships with new clients, particularly in targeted corporate sectors (e.g., industrials, healthcare), as well as selectively in private equity and investment banking at the direction of business development and practice leadership.

A successful Business Development Representative will take a proactive approach to creating prospective account target lists based on business development and practice leadership’s needs and identifying the best-suited contacts at those accounts for cold outreach. The Business Development Representative will reach out to prospective contacts via phone and email to secure qualified introductory meetings and calls for TriVista leadership. They play a crucial role in supporting business development by preparing for client discussions and logging outreach activities and generated meetings in Salesforce. Over time, the Business Development Representative will selectively contribute to the account planning process for key accounts.

TriVista’s employees represent the image and credibility of the firm, regularly interacting with various stakeholders, including corporate-level executives, private equity investors, boards of directors, and investment banking professionals.

Responsibilities

• Cold outreach, primarily via phone, to set meetings and video calls for BD and Practice leadership with dormant clients and prospects, tracking all outreach and prioritizing key prospects and accounts
• Consistently set 15+ qualified meetings with prospects (M1) per month
• Proactively create and update a running list of prospective accounts (corporate, private equity, investment banking, etc.) to pursue based on feedback from the team
• Assist business development and practice leadership in preparing for client meetings, pulling relevant materials to share with clients and prospects (e.g., relevant industry news)
• Develop and prioritize city-specific lists of clients and prospects for business development to meet with during select city visits
• Support the preparation and execution of key account planning initiatives
• Support content development and distribution efforts, regularly sharing ideas for new and updated marketing collateral (e.g., tracking announcements of deal closures or corporate mergers/divestitures)
• Collaborate with the Salesforce Administrator to create or refine dashboards and reports
• Support lead generation through cross-selling and nurturing activities (e.g., campaign design and execution), while maintaining target lists
• Ensure a high level of data integrity and accuracy within the CRM environment
• Drive client attendance at in-person and virtual events hosted by TriVista, and support conferences and events as needed
• Perform other duties and responsibilities as required, assigned, or requested