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
- Business development leadership coordination
- 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
- Lead generation
- 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
- Direct sales account lead
- 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
- Inside sales support
- 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
- 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.
