New Business Specialist
$90,820–$154,280 year
On-siteNew York City, New York, United States or Miami, Florida, United States
Job Summary
Identify, research, and profile prospective opportunities for nonprofit and tax-exempt clients using CauseIQ and market research tools. Coordinate introductions to Regional Directors and sales team members to advance prospects toward conversion. Conduct detailed analysis to align FIA services with client needs and orchestrate RFP responses and fee proposals. Manage the sales pipeline by maintaining opportunities, scheduling internal meetings, and preparing materials for finalist presentations. Execute outreach campaigns, attend industry conferences, and contribute to the creation of new sales and marketing content.
Required Qualifications
- Bachelor's degree
- 2+ years of relevant work experience
- Excellent oral and written communication skills
- Knowledge of Outsourced Chief Investment Officer (OCIO) industry
- Interest and experience working with nonprofits, charitable entities, and other tax-exempt organizations
- Flexible and adaptable to change
- Technical skills and systems knowledge including Salesforce, Adobe, and Microsoft Office (PowerPoint and Excel)
- Work Authorization: Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
Desired Qualifications
- Bachelor's degree and 2+ years of relevant work experience is required/preferred
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