Spaulding Ridge→
OneStream Business Development… at Spaulding Ridge · Chicago
Entry LevelOn-siteFull-timeChicago, Houston$67k–$85k/yr
Skills
enterprise software knowledgecrm systems proficiencydigital marketing toolsfinance transformationconsultative sales skillscommunication skillsself-starter mentalityteam collaborationorganizational skills
Job Description
Summary: Spaulding Ridge is an advisory and IT implementation firm that helps global organizations achieve financial clarity. They are seeking a OneStream Business Development Representative to generate new sales leads, engage with prospects, and support the sales team in the Finance and Operations Practice.
Responsibilities:
- Generate qualified leads for OneStream Account Executives, with a target of 25 qualified leads per quarter
- Follow up on digital marketing campaigns through phone, email, and LinkedIn outreach to gauge interest and schedule discovery meetings
- Proactively conduct outbound prospecting to finance leaders (CFOs, Controllers, FP&A Directors) within target accounts
- Use digital marketing and sales enablement tools such as Pardot, 6sense, CRM systems, and sequencing tools to identify buying signals and prioritize outreach
- Support go-to-market (GTM) initiatives including campaign coordination, targeted outreach programs, and alliance-driven marketing efforts
- Drive attendance for webinars, executive roundtables, and field marketing events, and conduct structured follow-up with attendees to convert interest into meetings
- Develop working knowledge of OneStream products and capabilities, including financial close, consolidations, account reconciliations, budgeting, forecasting, financial reporting, and AI-enabled finance solutions
- Become conversant in modern finance transformation trends, including AI-enabled forecasting, predictive analytics, intelligent automation, and data-driven decision support
- Develop relationships with OneStream Account Executives, Business Development Representatives, and alliance partners to support coordinated pipeline generation
- Maintain accurate CRM records, track outreach activity, and measure performance against KPIs
- Collaborate closely with Marketing and Account Executives to refine messaging, targeting, and campaign effectiveness
- Continuously improve prospecting strategies through feedback, data analysis, and coaching
Required Qualifications:
- 0–2 years of professional experience in sales, marketing, finance, business development, or technology-related roles
- Bachelor's degree in Finance, Accounting, Business, Marketing, Economics, or a related field preferred
- Strong interest in enterprise software, Corporate Performance Management (CPM), or finance transformation
- Highly motivated, self-starter mentality with a strong work ethic and competitive drive
- Ability to quickly learn new concepts, including financial close processes and enterprise technology solutions
- Organized, disciplined, and comfortable managing activity targets and KPIs
- Strong written and verbal communication skills with executive presence and professionalism
- Confident, personable, and comfortable engaging with senior finance leaders
- Comfortable working with digital marketing tools and CRM systems
- Ability to work collaboratively in a fast-paced, team-oriented environment
Preferred Qualifications:
- Bachelor's degree in Finance, Accounting, Business, Marketing, Economics, or a related field
Required Skills: Enterprise software knowledge, CRM systems proficiency, Digital marketing tools
Important Skills: Finance transformation, Consultative sales skills
Nice-to-Have Skills: communication skills, Self-starter mentality, Team collaboration, Organizational skills
Benefits: Generous time off, Paid holidays, Paid parental leave, A 401(k) with company match, Highly subsidized health, dental, and vision plans, Company-paid life and disability insurance, A monthly allowance for well-being and technology expenses, Reimbursement for approved learning and development initiatives within defined limits
Benefits
Generous time off
Paid holidays
Paid parental leave
A 401(k) with company match
Highly subsidized health, dental, and vision plans
Company-paid life and disability insurance
A monthly allowance for well-being and technology expenses
Reimbursement for approved learning and development initiatives within defined limits