Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.
At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation.
The OneStream Business Development Representative (BDR) is an entry-level position within our Finance and Operations Practice, focused on generating net-new pipeline to support our OneStream Account Executives. This role plays a critical part in filling the top of the sales funnel by identifying, qualifying, and nurturing prospective clients within the Office of the CFO.
The BDR will engage with prospects through digital campaigns, outbound outreach, webinar follow-up, and alliance-driven initiatives. This individual will work closely with Account Executives, Marketing, Data Solutions, and OneStream channel partners to drive awareness and create qualified sales opportunities.
This role is ideal for a highly motivated self-starter who is eager to learn enterprise finance technology, develop consultative sales skills, and build a foundation for a long-term career in finance transformation and enterprise software sales.
Ideal candidates will be able to:
- 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
Performance Expectations:
- Target of 25 qualified leads per quarter
- Consistent outbound activity metrics (calls, emails, LinkedIn touches, campaign follow-ups)
- Measurable contribution to pipeline growth within the Finance and Operations Practice
- Participation in campaign and event execution with clear ROI tracking
What Makes This Role Different:
We expect our Business Development Representatives to:
- Use AI agents to research accounts before outreach
- Automate repetitive tasks wherever possible
- Create prompt libraries to improve messaging quality
- Build lightweight workflows that eliminate manual work
- Think critically about how technology can increase conversion rates
- Continuously test new tools and share best practices
You won’t just execute a go-to-market playbook; you’ll help modernize it.
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
Compensation:
- Competitive base salary
- Variable compensation tied to KPI attainment (qualified leads generated)
- Additional incentive for leads that convert to closed-won opportunities
- Clear career progression path into Account Executive or related growth roles
Spaulding Ridge’s Commitment to an Inclusive Workplace
When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.
At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.
The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay (). Requests for reasonable accommodation will be considered on a case-by-case basis.
Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.
