Role overview

Qualifications

1–3 years professional experience in administration, customer service, business development, or account management
Comfortable using Salesforce or another CRM, with an eye for keeping records clean and up to date
Strong organizational skills and attention to detail
Demonstrate strong written and verbal communication skills

Responsibilities

Coordinate a smooth, organized sales cycle through administrative support
Keep sales cycle records and artifacts well organized and up to date
Create first draft slide decks and estimates from templates as instructed by senior sales members
Serve as a friendly, professional point of contact for clients and prospects on scheduling, documentation, and follow-up

Key facts

Remote from: Oregon (USA)
Part time
Mid-level (2-5 years)
Business Development Associate
English

Hard skills

Salesforce Organizational Structure Company Administration Business Development Account Management Microsoft Dynamics CRM Non-Profit Operations Proposal Development Intelligent Agent

Other skills

Communication
Customer Service
Consulting
Detail Oriented
Scheduling
Goal Setting
Team Management

About the company

Idealist Consulting

IT Services & IT Consulting

Idealist Consulting is a award winning B Corp with over 20 year’s experience providing Salesforce, marketing automation, and managed services to NGO’s around the globe. Through the Idealist Way, we educate, empower, and guide your team along your Salesforce journey. Learn more about how we can support your organization here: https://idealistconsulting.com/services

Company details

Company typeSME

IndustryIT Services & IT Consulting

Company size51 - 200

Links

Website LinkedIn See all jobs

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Job description

Tenacious, pragmatic, with a keen sense of humor and altruistic streak? You just might be an Idealist!

At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development. Idealist Consulting has been B Corp Certified since 2008.

As a Business Development Assistant you will be the glue that keeps our sales team organized and accountable, keeping records accurate, tasks on track, and clients well taken care of. This is a great fit if you are detail-oriented, enjoy checking things off a list, and want a foot in the door with a growing sales team.

This is a part-time, hourly position on the Sales team.

Candidates must currently reside in one of the following locations to be considered for this role: California, Colorado, Washington D.C., Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Michigan, Minnesota, Montana, North Carolina, New Hampshire, Oklahoma, Oregon, Texas, or Washington. We are unable to consider candidates residing outside these locations at this time.

How You’ll Contribute

Coordinate a smooth, organized sales cycle through administrative support

Keep sales cycle records and artifacts well organized and up to date

Create first draft slide decks and estimates from templates as instructed by senior sales members

Coordinate scheduling and logistics for sales meetings, client calls, and internal reviews

Serve as a friendly, professional point of contact for clients and prospects on scheduling, documentation, and follow-up

Support outreach, qualification and nurturing initiatives

Help prepare and format proposals, estimates, and RFP responses so they go out looking polished and on time

Support outbound prospecting through email and call campaigns to target accounts

Help qualify inbound leads, gathering budget, timeline, and contact information before handing off to an Account Executive

Track and nurture early-stage leads that are not yet sales-ready, keeping them warm until timing improves

Monitor and complete assigned outreach tasks from marketing engagement campaigns

Additional duties and projects as assigned

Provide day-to-day administrative support: calendars, meeting prep, and follow-up reminders

Help maintain templates and simple how-to guides so the team stays consistent

What You Bring

1–3 years professional experience in administration, customer service, business development, or account management

Comfortable using Salesforce or another CRM, with an eye for keeping records clean and up to date

Strong organizational skills and attention to detail

Demonstrate strong written and verbal communication skills

Comfortable supporting snr leadership

Comfortable representing the company directly to clients and prospects

Ability to manage short and long term goals

Experience scheduling and calendar management

Proficient in Google Workspace

Nice to Have

Experience with consulting or professional services sales

Experience using salesforce, or other CRMs

Familiarity with the nonprofit sector

Experience supporting proposal, estimate, or RFP development

Experience using Agentic tools to augment or streamline process

What You Can Expect

Equitable total compensation package & humane work weeks

Flexible workday scheduling so you can take personal appointments during the day when you need to

Healthcare benefit package options that meet the diversity of our team’s needs

Generous Paid Time Off policy

Paid Volunteer Time to encourage community involvement and civic engagement

401k employer match and short term leave available with tenure

A Little More About Us

Idealist Consulting was founded in 2006 by returning Peace Corp volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.

Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.

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