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).