Business Development Senior Associate – Impact Investing
2 Days Old
Business Development Senior Associate – Impact Investing
Business Development Senior Associate – Impact Investing Full-time
Boston Area (preferred) or Washington DC
Posted 5 months ago
Do you have 2-6 years of relationship experience in the private wealth or charitable sectors? Are you passionate about a career mobilizing hundreds of billions of dollars into impact at scale? Are you seeking an opportunity to take on a multi-faceted business development leadership role at a mission-driving growth company? Then this role is a great fit for you!
CapShift is a mission-driven growth company working at the intersection of finance and impact to direct hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team.
All roles at CapShift require flexibility and collaboration, given the start-up nature of the organization. CapShift is looking for a Business Development Senior Associate who will:
Responsibilities Report to the Head of Sales and facilitate annual and quarterly goals
Manage and maintain Salesforce CRM tools, including pipeline reporting to leadership
Manage Sales Playbook, key collateral, and facilitate team initiatives
Research leads and prospects to qualify and score their potential
Respond to and qualify inbound leads through introductory calls with family offices, advisors, donors, and foundations
Conduct outreach and participate at conferences and events to generate and qualify new leads, including building relationships with key influencers in the impact investing sector
Grow over time to own relationships with a set of prospects
Be responsible for relationship development, proposal development, closing the relationship – with support from our broader team.
Expectation of travel up to 1-2 times per month
Coordinate meetings between prospective clients and business development team
Develop client specific presentations, proposals, and RFP responses to support a team-based approach to business development
Partner with Marketing team to plan and participate in roundtables and events
Deeply understand CapShift’s mission, value proposition and product to effectively communicate with potential clients, in coordination with Product and Marketing teams
Develop deep expertise in the impact investing market – including issues such as climate, racial justice, community investing, and global health – by monitoring industry trends
Qualifications 2-6 years of direct experience in business development, client management, or sales experience
Track record of consistently exceeding lead and/or closing targets
Excellent communication, presentation, analytical, and problem-solving skills
Excitement for being trained across business development, marketing, sales and product, with a goal to take on growing business development responsibilities
A passion to work for a mission-driven and growth-oriented company, and become an expert in the impact investing field
Desire to work in a high-growth, flexible startup environment in which employees are expected to take on multiple responsibilities, with prior startup experience preferred
Preferred knowledge of ESG, sustainability, and impact investment
Preferred proficiency with Salesforce CRM software and experience building sales reports
Preferred experience in the asset management, financial services, private wealth, and/or charitable sectors
How to apply CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply.
Please submit your resume and a short cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant — to the webform below.
CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company.
Please submit your resume and a short cover letter detailing why you would be a good fit for the role — including interest, key skills, academic qualifications, previous experience, and any other information you deem relevant to jobs@capshift.com .
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- Location:
- Washington, DC, United States