OneStream Business Development Representative
Spaulding Ridge
| Company | Spaulding Ridge |
| Category | Sales |
| Location | Chicago |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 27 Feb 2026 |
| Last verified | 30 Jul 2026 |
| Source | Employer career page (greenhouse) |
Description
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
Conti