Business Development Rep

About the role

• The Business Development Representative supports Westwin Elements’ capital raise efforts by generating qualified investor leads, initiating first-contact outreach, and booking high-quality meetings for the executive team. This role is ideal for a motivated communicator who excels in outreach and relationship-building, ensuring a strong top-of-funnel pipeline with prospective investors, family offices, funds, and strategic partners.

What you'll do

• Conduct outbound outreach (calls, emails, LinkedIn messaging) to prospective investors and capital partners.
• Qualify leads based on interest, investment profile, and alignment with Westwin Elements’ capital strategy.
• Schedule meetings and introductory calls for the Business Development Team.
• Maintain consistent daily activity targets for outreach volume, conversations, and booked appointments.
• Manage CRM entries, update pipeline stages, and track engagement metrics.
• Support Business Development Team by providing pre-call context, background notes, and follow-up coordination.
• Collaborate with the capital raise team to refine messaging, outreach scripts, and targeting strategies.
• Represent Westwin Elements professionally and confidently in all communications.
• Assist with event outreach for capital conferences, investor summits, and strategic partnership meetings.
• Provide weekly reporting on outreach performance, pipeline growth, and appointment conversion rates.

Required Qualifications

• Strong phone presence and comfort speaking with senior-level professionals.
• Ability to manage a high volume of outreach and meet daily/weekly activity targets.
• Experience using CRM systems (HubSpot, Salesforce, or similar).
• Excellent written and verbal communication skills.

Preferred Qualifications

• 1–3 years of experience in sales, business development, appointment setting, or investor outreach.
• Experience in capital markets, fundraising, private equity, or investor relations.
• Background in financial services, energy, infrastructure, or related industries.
• Prior experience booking meetings for executives or investment teams.
• Familiarity with investor profiles (family offices, funds, accredited investors).