- Build a pipeline of business opportunities by evaluating potential markets, analyzing public entity financial statements, building strong partnerships, and executing diligent and targeted follow-up with prospects and clients
- Determine prospective client's needs and goals through engaged conversations and rapport building
- Uncover opportunities to bring our solutions to counties, cities, schools, and higher education institutions.
- Exceed weekly/monthly key performance indicators (KPIs) and possess the ability to make outreach calls, or have an eagerness to learn how to do so.
- Work with leadership to provide visibility of calling and prospecting activities
- Timely and thorough documentation of activities in CRM, pipeline report, and roadmap
- Build market position by locating, developing, defining, and closing business relationships
- Identify trendsetter ideas by researching industry and related events, publications, & announcements and incorporating those ideas into new business opportunities
- Close new business deals by coordinating requirements;
- developing & negotiating contracts (with leadership approval), and
- integrate contract requirements with business operations
- Manage leads in CRM to keep data and accounts up-to-date
- Monitor financial market trends to ensure all conversations with prospects are well informed
- Ability to travel at least 35% of the time to attend public finance conferences, participate and present at training seminars, and expand business revenue opportunities
- Proven sales skills that drive results
- Robust prospecting & sales planning
- Ability to close business and not just make connections
- Selling to prospects' needs
- Territory management
- Presentation skills
- High energy level
- Professionalism
- Integrity
- Ability to simplify complex financial ideas
- Impeccable attention to detail and exceptional time management skills
- Ability to exercise discretion with sensitive client information and proprietary software
- Ability to take feedback constructively with an improvement-focused attitude
- Ability to work independently and as a team
- Thrive in a fast-paced and evolving environment
- Unlimited PTO (based on activity requirements being met & effectiveness)
- Remote work opportunities (based on activity requirements being met & effectiveness)
- Professional development opportunities
- Frequent on- and off-site team building and professional development opportunities to enhance your career development and build camaraderie among our dynamic team
- Ten paid holidays per year
- Cell phone stipend
- Ability to participate in a 401K plan
- Pre-tax health benefits offered
- Upon one year of employment in good standing and goals met, opportunity to participate in equity program at no direct cost to employee
- The compensation includes a competitive base salary range between $50k and $80k based on experience PLUS commission compensation and the opportunity to join the company equity program based on at least one year of employment in good standing.
- Undergraduate degree in Public Administration/Policy, Business, Finance, Economics, Mathematics, IT, Computer Science, or related fields; master's degree is a plus but not required
- Work experience or understanding of the local government and higher Ed sectors is a plus
- Having 1-3 years of proven sales experience is a plus, and experience in local government financial and/or administrative operations will be considered positively when evaluating candidates for this position
- Any prior treasury management, public finance, or sales experience is a plus
- Familiarity with the Google Apps Suite (Gmail, Drive, Calendar, etc.)
- Conversant in Microsoft Office Suite with prior experience working with excel
- Above all, having a willingness and openness to learn and drive results
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Business Development Officer - Pittsford, United States - three+one®
4 weeks ago
Description
Business Development Officer (BDO) - Role Description
Who is three+one?
three+oneR is a Fintech company that provides liquidity & treasury analyses to the public sector (cities, counties, school districts, public authorities) and higher education institutions (public/private colleges & universities) to execute borrowing, investing, and cash management decisions with more confidence and greater insight.
Our core mission is to exceed expectations - for our clients and our team. We believe in opportunities to grow professionally and personally. Our diverse team aims to develop technological enhancements in liquidity management. Your role will put three+one at the forefront of this emerging marketplace where government and technology intersect.
Our core services include (1) cashVest, a platform for liquidity monitoring; (2) rfpPrep, a complementary digital platform for streamlining banking and investment management procurement; and (3) munibank, a tool for benchmarking bank fees by type of entity, region, volume, and rank.
Summary
We are seeking a highly motivated sales professional who desires to participate in the advancement and expansion of one of the nation's emerging leaders in public-sector financial technology. As a BDO, you will be an influential part of the changing landscape of public sector finance. Your partnership with other BDO team members will grow three+one's influence nationwide by sharing the value we bring to the public sector and higher ed treasury & finance professionals. Our company is very team-oriented. You will be expected to be entrepreneurial and self-motivated as you develop your pipeline of prospective clients to drive revenue growth by strengthening relationships and motivate user adoption of our technology solutions. This Position will be based in Rochester, NY.
Responsibilities
Key Skills
three+one Perks
Qualifications and Experience
Role Type: Full-time
three+one is an Equal Opportunity Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
