Website CapShift
About CapShift
CapShift is a mission-driven company at the forefront of finance and impact, directing funds towards tackling significant social and environmental issues. Founded in 2018, CapShift collaborates with individuals, families, and financial advisors to ensure capital is invested in sustainable and impactful initiatives. The company’s efforts are focused on mobilizing capital that addresses climate change, social justice, global health, and more, striving to unlock the power of investment for social good. By leveraging cutting-edge technology and partnerships with leading impact investment organizations, CapShift provides valuable tools for impact investing.
About this Role
The Business Development Senior Associate position is ideal for someone interested in utilizing their relationship experience to promote impact investment. CapShift offers a dynamic and collaborative work atmosphere where innovation and personal growth are encouraged. This role involves extensive business development leadership, where you will be responsible for coordinating with the Head of Sales to support annual goals, lead generation, and direct sales account management. Additionally, the role requires inside sales support through client meetings, developing proposals, and engaging with the marketing team on event planning. A significant part of the role involves creating and nurturing relationships with prospects and clients, as well as gaining a deep understanding of CapShift’s unique mission and value proposition. The ideal candidate will have a proven track record in exceeding sales targets and share a passion for advancing social impact through investment.
Responsibilities
- Coordination of business development leadership
- Management and maintenance of Salesforce CRM tools
- Management of Sales Playbook and team initiatives
- Lead generation through research and outreach
- Direct sales account lead responsibilities
- Coordination with business development team
- Development of client-specific presentations and proposals
- Partnership with Marketing for event planning
- Development of expertise in impact investing
Requirements
- 2-6 years of experience in business development or related fields
- Excellent communication and analytical skills
- Excitement for a startup environment and taking on varied roles
- Preferred experience with ESG, sustainability, and Salesforce CRM
- Knowledge of asset management and financial sectors
Benefits
- Opportunity to work in a mission-driven company
- Collaboration in a flexible startup environment
- Competitive compensation with potential for equity
- Supportive culture of personal development and creative freedom
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