Business Development Representative, Expansion

Description The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list - a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position As an Expansion Business Development Representative (BDR) at YCharts, you will help grow revenue within our existing client base, including RIAs, Key Partnerships, banks, trusts, and other wealth management firms. Working alongside Customer Success, Marketing, and Sales, you will surface expansion opportunities that add net-new YCharts license seats, qualify them, and pass them to our Expansion Account Executives to begin the sales cycle. The role is ideal for a curious, driven, early-career professional who enjoys building relationships and wants to grow a career in sales. Ideal candidates are passionate about the markets and about helping financial professionals make smarter investment decisions with YCharts. The Expansion BDR role will require ongoing collaboration with Customer Success, Expansion Marketing, and the AE team: you will coordinate outreach sequences, help shape tailored advisor messaging, align with Marketing on campaign plays, and demonstrate business acumen and professional polish through clear, concise answers to client questions, showing you can secure the next meeting. Working in close partnership with the Director of Sales, you will receive hands-on training and coaching to grow your sales career.

Key Responsibilities:

• Work alongside CS, Marketing, and Sales to identify key accounts and surface expansion opportunities within the existing client base
• Qualify expansion opportunities (net-new YCharts license seats at existing clients) against defined criteria and buyer personas, and nurture those not yet ready
• Schedule meetings and demos for AEs, handing off qualified opportunities cleanly and on time, with the context they need to begin the sales cycle
• Coordinate multi-touch outreach and run initial discovery calls with users, advisors, and decision makers at client firms
• Help co-own tailored advisor messaging and align with Marketing on campaign plays, launching sequences on schedule
• Log activities, manage lead tasks, and keep CRM records current for deal reviews and pipeline visibility
• Meet or exceed pipeline targets and a meeting target of 25-45 based on competency level, prepare for weekly deal reviews, and share timely feedback with the Director of Sales on messaging and conversion rates

Basic Qualifications:

• 0-2 years of experience in sales, business development, or a client-facing role. With a track record of hitting goals in school, internships, or prior jobs
• Eligible to work in the United States without the need for future sponsorship

Preferred Qualifications:

• A degree in finance, economics, business, or a related field
• Organizational skills for managing a high volume of calls, emails, and follow-up tasks, working both independently and collaboratively
• Excellent listening skills, including the ability to ask insightful questions to guide conversations productively
• Interest in financial markets and a foundational understanding of investing strategies, financial metrics, and common investment vehicles
• Exceptional verbal and written communication skills, particularly in explaining financial concepts clearly
• A coachable attitude, eagerness to learn, a commitment to accountability, and an unrelenting desire to succeed
• Ability to identify issues, devise effective resolutions, and implement them promptly
• Comfort with CRM and sales tools such as HubSpot, G-Suite, and Slack, or the ability to learn them quickly

Benefits & Perks:

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Compensation:

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $50,000-$55,000 USD, and the Total Cash Compensation range is $70,500-$85,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts YCharts is more than a fintech company - we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain’s Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day. YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.