Business Development Representative
WFH Flexible Fairfield, CT Sales
Job Type


Foundation Source is seeking an experienced, self-motivated, collaborative Business Development Representative (BDR) to join our team. The BDR will manage inbound and outbound sales, identifying prospects and qualifying leads. The BDR is a "first point of contact" with prospective customers, engaging them over the phone, by email and through virtual meetings. Successful candidates must demonstrate curiosity, passion, and drive. A flexible and adaptable mindset is essential. The BDR must be comfortable working with an existing sales team and cross-department teams. Experience in philanthropy or financial services is preferred. 

Key Responsibilities:

Lead Discovery (50%)

  • Identify, prospect, and qualify leads based on ideal customer profile or pre-defined criteria 
  • Develop an educated, researched point of view before prospecting a lead
  • Systematically prospect into leads via email, social media (e.g., LinkedIn) and phone 
  • Understand customer need and speak to value propositions for all service offerings
  • Gain commitments from prospects and handoff qualified leads to sales

Territory Growth (35%)

  • Partner with sales directors and participate in business development projects and initiatives as needed to drive product and company success
  • Consistently meet or exceed activity metrics and sales revenue targets
  • Proactively stay on top of prospect vertical market and company trends
  • Continuously learn the industry to demonstrate relevant subject matter expertise to prospects and centers of influence

CRM Management (15%)

  • When possible, research prospects before contact to gauge their potential fit
  • Document all activity and lead information in Salesforce
  • Review and actively work previously sourced leads in Salesforce to ensure these leads are optimized for sales
  • Leverage all business development optimization tools
  • Minimum 2 years of related inside sales/business development experience
  • Proven track record of achieving individual and team sales goals (examples of accomplishments required)
  • Professional and persuasive communication and presentation skills (verbal and written) essential
  • Comfort making “cold” calls to leads for prospect discovery
  • Solid understanding of the sales cycle
  • Ability to help grow a business through lead generation
  • Passion for private foundations, non-profit sector, and deepening customer relationships Experience with, Outlook, and Zoom 
  • Ability to work independently, actively participate and contribute to a team
  • BA/BS degree in business, philanthropy or finance preferred