About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
The Business Development Representative II - Data & Analytics is responsible for generating qualified sales opportunities through targeted outbound prospecting, lead qualification, and pipeline development, with a particular focus on data, analytics, and technology-driven use cases within private markets.
The role engages prospective clients around challenges including fragmented data, manual reporting, system integration, data accessibility, and analytics. Working closely with Account Executives and other sales partners, the BDR II develops an understanding of prospective clients’ data environments, identifies potential business and technical pain points, and connects those needs to Allvue’s broader data and analytics capabilities.
Responsibilities
Pipeline Developing & Prospecting
- Identify and engage prospective customers through targeted outbound prospecting across email, phone, professional networking platforms, and other channels.
- Generate qualified sales opportunities by engaging relevant business and technology stakeholders and scheduling introductory meetings for Account Executives.
- Develop targeted outreach based on a prospect’s technology environment, data strategy, reporting requirements, and operational challenges.
- Maintain consistent pipeline activity aligned with defined sales development and pipeline-generation targets.
Data-Focused Discovery & Lead Qualification
- Conduct initial qualification conversations to understand prospective clients’ business needs, technology environment, and readiness for engagement.
- Identify common data and analytics challenges, including fragmented systems, manual data aggregation, reporting inefficiencies, data accessibility, integration requirements, and limited analytics capabilities.
- Develop familiarity with private-markets data workflows and communicate effectively with both business and technology-oriented stakeholders.
- Research target accounts to understand existing technology ecosystems, data infrastructure, organizational priorities, and potential use cases.
- Document relevant business requirements, technology considerations, prospect insights, and qualification details within CRM systems.
Sales Coordination & Reporting
- Partner with Account Executives to support territory prospecting strategies and opportunity development.
- Track prospect interactions, activity metrics, and pipeline progress within CRM platforms.
- Provide regular activity and pipeline reporting to support sales performance reviews.
Requirements
- Demonstrated ability to communicate effectively with prospective clients in a professional B2B environment.
- Strong analytical curiosity and an ability to understand how data, systems, and business processes interact.
- Ability to learn and communicate technology concepts in clear, business-oriented language.
- Ability to operate independently within defined sales processes while consistently achieving activity and pipeline targets.
- Interest in private markets, financial technology, data infrastructure, analytics, or enterprise software.
Technical & Systems Proficiency
- CRM platforms such as Salesforce or equivalent - working proficiency.
- Sales engagement platforms such as Outreach, SalesLoft, or similar - working proficiency.
- Microsoft Excel or equivalent - working proficiency.
- Familiarity with data and analytics concepts, including databases, data warehouses, APIs, business intelligence, reporting, or cloud data platforms - preferred.
Experience
- 1-3 years in business development, sales development, data or technology consulting, financial technology, analytics, or another relevant customer-facing role.
- Experience working with or selling technology, data, analytics, financial services, or enterprise software preferred.
- Exposure to private equity, private credit, fund administration, asset management, or broader private capital markets is advantageous but not required.
Education/Certifications
Bachelor’s degree in Business, Finance, Marketing, or related field preferred.
What We Offer
- Health Coverage options along with other voluntary benefits
- Enterprise Udemy membership with access to thousands of personal and professional development courses
- 401K with Company match up to 4% or Employee Pension plan
- Competitive pay and year-end bonus potential
- Flexible PTO
- Charitable Donation matching, along with Volunteer and Voting PTO
- Numerous team building activities to promote collaboration in a fun and fast-paced work environment
EEOC Statement
Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.
