Business Development Associate

UPSTATE COIN & GOLD is looking for a Business Development Associate to help grow the business through consistent outbound prospecting, lead management, and client onboarding. This onsite role in Centennial, CO combines sales activity with CRM and compliance upkeep, alongside daily trading support and client case coverage.

What you’ll do

• Build, refine, and maintain a target lead list using strategic prospecting techniques.
• Place high-volume cold calls to reach key decision-makers and pitch services.
• Follow up with warm leads on the same day to support faster sales conversion cycles.
• Track and manage leads through the compliance process, coordinating onboarding with internal teams including compliance.
• Capture, track, and qualify prospects in CRM and ERP systems from initial contact through hand-off.
• Conduct initial checks and eligibility screenings on inbound and outbound leads before routing them to sales teams.
• Maintain pipeline accuracy by logging sales activities (calls, emails, meetings) in real time or within 24 hours.
• Enrich lead records by qualifying prospective accounts and keeping contact details, job titles, and company attributes clean and duplicate-free.
• Standardize data entry by following naming conventions and completing mandatory fields to prevent data fragmentation.
• Audit and advance deal stages to support accurate forecasting and conversion tracking for the broader sales team.
• Build initial rapport with prospects and ensure a smooth, professional hand-off of qualified accounts to Account Managers.
• Maintain persuasive communication throughout the sales pipeline.
• Run best-in-class Sales Kick-Off (SKO) meetings to align goals and strategies.
• Complete Platform Gold demos to showcase product capabilities.
• Execute trading activities for a minimum of two hours per day, with increased focus when the trading team is short-staffed.
• Act as a backup for traders when they are out of the office.
• Support a minimum of 10 cases per day by addressing client inquiries and issues.

Required skills and experience

• 1 to 3 years of hands-on outbound sales, cold calling, or business development experience, with a documented record of sales achievement.
• Strong verbal and written communication skills, with exceptional attention to detail.
• Interest in building a long-term career in trading and precious metals sales.
• Resilience, self-motivation, and focus on long-term career advancement in sales.

Tools you’ll use

• Salesforce
• Netsuite

Compensation and benefits

• $68,000 USD per year
• Competitive compensation based on experience
• Up to 6% company match on 401(k)
• Comprehensive medical, dental, vision, and Employee Assistance plans
• HSA and FSA plans (pre-tax benefit)
• Company paid STD, LTD, Life, and AD&D
• Supplemental coverage available: Critical Illness, Accident, Hospitalization, and Pet
• PTO and paid holidays

CRM hygiene and compliance expectations

• Keep pipeline integrity by logging sales activities in real time or within 24 hours.
• Enrich and qualify lead records, ensuring contact details, job titles, and company attributes are accurate and non-duplicative.
• Follow data entry protocols with uniform naming conventions and completion of mandatory fields.
• Manage deal lifecycle by routinely auditing and advancing deal stages for accurate forecasting and conversion tracking.
• Demonstrate CRM proficiency, including navigation and updates in Salesforce and Netsuite.
• Apply exceptional attention to detail in manual data entry, proactively flagging outdated or decaying prospect profiles.
• Maintain a process-driven approach with strong time management, treating database upkeep as a daily core habit alongside client outreach.
• Track and manage leads through compliance and collaborate with compliance to support smooth onboarding.