Summary:

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 Salesforce.com, Outlook, and Zoom
• Ability to work independently, actively participate and contribute to a team
• BA/BS degree in business, philanthropy or finance preferred