Business Development, Investment Banking

OffDeal is the world’s first AI-native investment bank for small businesses. Instead of selling AI to Goldman Sachs, we’re building what Goldman itself would have looked like if it launched in 2025.

Wall Street's playbook works well, but only for billion-dollar deals - it breaks where most businesses actually exist. Traditional firms run oversized teams on outdated software, making smaller M&A transactions uneconomical. This leaves millions of small business owners with nowhere to turn for the most important sale of their lives… Until now.

Our engineers built software to automate 80%+ of analyst work with AI, so our in-house bankers can focus where it counts - on earning owners’ trust and closing deals.

We recently closed a $12M Series A ($17M in total funding) from Radical Ventures and Y Combinator and are scaling really fast. In less than a year, our team has already launched over 30 sell-side M&A transactions and has delivered numerous life-changing exits to our clients - and we’re just getting started.

About the Role

As a Business Development Representative, you’ll be on the front lines, engaging with small business owners and helping them take the first steps toward selling their businesses and achieving life-changing outcomes. Your efforts will directly impact how $10 trillion worth of small businesses change hands over the coming decade.

This is an in-person role based in our New York City office.

What you’ll do:

• Source new opportunities: Proactively identify and connect with small business owners nationwide through inbound qualification and outbound outreach

• Grow top of funnel: Own and run both warm and cold outbound campaigns, including cold calling and email marketing

• Build Relationships: Establish credibility with prospects, positioning OffDeal as the ideal partner for selling their business. Educate them on our services, and guide them toward taking the first steps in selling their businesses

• Uncover Needs: Build relationships with prospects through consultative selling to identify their needs, qualify their interest, and evaluate viability, ensuring a smooth hand-off to our M&A advisors.

• Collaborate: Work closely with the CEO and our marketing team to refine messaging, optimize positioning, and inform product roadmap based on prospect feedback

• Track and Improve Performance: Maintain accurate prospect data to support weekly and monthly reporting. Be accountable for hitting KPIs across email and phone channels, while continuously refining outreach for greater efficiency and effectiveness.

We’re Looking for Someone Who Has

• Energetic phone presence, charisma and excellent listening skills to uncover business challenges and position OffDeal as the solution

• High level of comfort with sales, prospecting and marketing tools & processes

• Strong written and verbal communication skills

• Dedication to tracking and improving performance and efficiency on a daily basis

• Sense of entrepreneurship: a self-starter with a high sense of urgency, a bias for action, and ability to thrive in ambiguous, fast-paced environments

• Results oriented mindset, dedicated to tracking, analyzing and improving performance metrics daily

Nice to Haves

• Prior experience using a CRM

• Prior experience with customer-facing and/or sales roles processes

• Experience at an early-stage startup

• Experience with financial services (e.g. M&A / Private Equity)

• Bachelor’s degree from a four-year university, especially Business, Finance or related

Why Join OffDeal

• OffDeal is growing exceptionally fast and is a leader in AI-enabled services—deal volume is compounding every quarter

• Top-tier benefits, including medical, dental, vision, and unlimited PTO

• 401K Matching

• Perks like free food, Equinox membership, and NYC relocation allowance

• Opportunity to be a foundational team member at a well-funded, high-growth startup

• Be part of a mission to shape the future of small business ownership and to promote American entrepreneurship