BD Specialist – Institutional Sales & Outreach
Remote
Job Summary
Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments. Research and engage key decision-makers using LinkedIn and other prospecting tools to clearly communicate our value proposition tailored to each organization's needs. Qualify prospective institutions and hand off warm opportunities to the sales team while logging all activity, notes, and lead status in our CRM to sharpen your approach over time. This high-volume role requires genuine comfort with sustained daily outbound calling and excellent verbal and written communication skills. We offer a competitive comp package, full health benefits, 401(k) matching, unlimited PTO, and a ground-floor opportunity to disrupt wealth management.
Required Qualifications
- Prior experience in a direct outbound sales, tele-sales, or business development role
- High energy and genuine comfort with sustained daily outbound calling
- Excellent verbal and written communication skills, with the poise to speak with senior executives and board members
- Self-motivated, coachable, and eager to build a long-term career in sales
- Comfort learning and working within a CRM and prospecting tools
Desired Qualifications
- Hands-on experience with HubSpot or a similar CRM
- Experience with LinkedIn Recruiter or other prospecting platforms
- Familiarity with financial, investment, or consulting concepts
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