Business Development Representative

Job Description

Job Description

Ready to make an impact? Join a team that’s shaping the future of client service in 2026 and beyond. Apply today and be part of something extraordinary! If you’re passionate about customer engagement, thrive in a fast-paced environment, and love going above and beyond for clients, we want to hear from you!

Imedview is a claims and litigation service partner with over 20 years of experience in the industry! Our expertise allows us to proudly service both legal and insurance professionals, nationally. With a passion for delivering outstanding customer service and building lasting client relationships, we’re growing fast. We pride ourselves on impeccable customer service and client relations.

Why Imedview?

Proven Success: From a team of 10 to over 140 employees, with a retention rate of 90%+ .

• Award-Winning Culture: Voted a “Great Place to Work” for six consecutive years.
• Client-Centric Approach: We’re more than a vendor - we’re a trusted partner.

We are seeking a motivated Business Development Representative to support our Account Management team. This role serves as the first point of contact for inbound client requests and plays a critical role in sales support, client service, CRM management, and reporting.

Location (Remote/Hybrid/On-site):
Hybrid role with a preference for candidates located within reasonable commuting distance of the Saugerties, NY office . Remote work available with periodic in‑office collaboration.

Travel & Schedule Requirements:

• Ability to attend client events and on‑site meetings, including occasional evenings
• Willingness to travel for industry conferences and client engagements (approximately 30%)

Key Responsibilities:

• Provide first-tier inbound client support via email and phone
• Support Account Managers with sales, reporting, and client activities
• Track leads, client interactions, and usage in HubSpot CRM

Day-to-Day Duties:

• Respond to and triage client inquiries and access requests
• Prepare weekly activity reports
• Assist with on-site events and follow-up(as needed)

Qualifications & Skills:

Education: Bachelor’s degree preferred

Experience: 3+ years in customer service, sales support, business development, or account management (professional services or law firm experience a plus)

Technical Skills:

• HubSpot CRM (Marketing Hub a bonus)
• MS365 (Excel, Word, Teams, Copilot)
• Asana
• Canva

Soft Skills:

• Strong communication and customer service
• Sales aptitude and persuasion
• Problem-solving and organization

Core Responsibilities:

• Update and maintain CRM records with new contacts; track usage, case volume, and engagement activity; complete follow‑ups and nurture contacts; qualify leads against the Ideal Customer Profile (ICP).
• Provide first‑level support for both internal Operations (OPS) teams and external clients/prospects by asking discovery and triage questions to understand needs, priorities, and pain points.
• Grant system access, process internal OPS requests, and assist clients with basic access or platform issues.
• Schedule meetings and product demos; deliver demos and provide first‑level product assistance when appropriate.
• Execute inbound and outbound outreach using HubSpot across calls, emails, and social channels (e.g., LinkedIn).
• Research target companies, identify decision‑makers and influencers, and qualify fit and readiness.
• Collaborate closely with Marketing on events and campaigns by capturing leads, updating CRM records, maintaining documentation, and supporting event travel and attendance.
• Maintain outreach templates, call scripts, FAQs, and sales enablement materials in collaboration withBDand Marketing.
• Track activity, conversion, and performance metrics; deliver accurate weekly and monthly reports to leadership.

Operational & Strategic Support:

• Contribute feedback to BD and Leadership on outreach messaging effectiveness, common objections, and emerging market or prospect trends.
• Support pipeline accuracy and forecasting by ensuring lead stages, notes, tasks, and follow‑ups are current and complete in the CRM.
• Uphold SLAs for response time, lead follow‑up, and internal handoffs.
• Participate in ongoing product, sales, and industry training to remain knowledgeable and effective.
• Ensure consistent adherence to internal processes, documentation standards, and compliance requirements.

A typical day would include:

• Managing and responding to the Business Development inbox.
• Reviewing incoming client or prospect issues and performing initial research and triage.
• Maintaining tasks, reminders, and timely follow‑ups in the CRM.
• Answering inbound BD calls and making outbound prospect and client calls.
• Scheduling and conducting demos and introductory meetings.
• Attending industry or company events as needed in a support role.
• Routing qualified opportunities, tasks, and insights to Account Managers or the Client Relations Director.
• Reviewing dashboards and preparing weekly and monthly activity and performance reports.

Benefits:

• 401(k)
• 401(k) Employer Contribution
• Dental, Vision and Health Insurance
• HSA, FSA, Life Insurance, Short-Term Disability Coverage
• 1 hour paid lunch
• Paid Time off