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Business Development Executive, Fund Administration

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Onsite

Business Development Executive, Fund Administration

Oliver James

Business Development Executive, Fund Administration

Skills

Communication CampaignBusiness DevelopmentSalesforceSalesforce Pardot

12 days ago

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Important information


Contract type:

Permanent

Salary:

$10,000 – $125,000 / year

Location:

Virgin, UT, USA

Work mode:

Onsite

Published on:

15 October 2026

What they need


Business Development Executive | Private Markets Fund Administration

Our client is a growing fund administration and financial technology business supporting private markets investment managers. Combining administration services, proprietary software and additional CFO level support, they help fund managers establish and strengthen their operational infrastructure.

With an established client base and ambitions to expand across private markets, they are investing in a more structured approach to new business generation. This hire will play a central role in building that capability, working directly with the VP of Sales and supported by Commercial Operations and an outsourced marketing firm.

The opportunity suits someone who enjoys creating opportunities, developing senior relationships and taking ownership through to close.

The role

  • Build your own pipeline: Identify and engage emerging and mid-market investment managers through targeted outbound prospecting, fund-launch intelligence, fundraising activity and relevant market developments.
  • Own the full sales cycle: Lead qualification, discovery, presentations, proposals, negotiation and contracting, taking personal responsibility for converting opportunities into clients.
  • Sell consultatively: Understand each prospect's fund structure, reporting requirements and operational challenges, then position the appropriate administration services, technology and financial support.
  • Turn marketing into revenue: Work with the outsourced marketing firm to shape targeting and campaign priorities, follow up on leads and measure success through qualified pipeline and closed business.
  • Develop longer-term opportunities: Maintain relevant engagement across sales cycles that can last six to twelve months or longer, including nurturing prospects and reactivating dormant opportunities.
  • Build market presence: Attend conferences and industry events, arrange prospect meetings and deliver structured follow-up that creates commercial momentum.
  • Maintain commercial discipline: Keep Salesforce records, forecasts and next steps accurate, using conversion data to improve prospecting and prioritisation.

What you need

  • 6+ years of B2B sales or business development experience , ideally selling complex services or technology.
  • A measurable record of self-sourced pipeline, closed revenue and quota attainment , with clear examples of business you personally originated and won.
  • Full-cycle sales experience, including discovery, proposal development, commercial negotiation and closing.
  • Fund administration, private markets, fintech or adjacent financial services experience is strongly preferred.
  • Confidence engaging fund founders, CFOs, COOs and other senior decision-makers.
  • Experience converting marketing campaigns and events into opportunities, alongside Salesforce and B2B marketing automation knowledge. Pardot experience is strongly preferred.
  • The independence to operate with limited supervision and the willingness to execute personally within a growing business.
  • Willingness to travel up to 40% for conferences, events and prospect meetings.

Interested? Apply or contact a dam.ross@ oliverjames.com or a confidential conversation.

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