BD Specialist – Institutional Sales, Outreach

Farther

Business Development Specialist opening conversations with nonprofit executives for Farther, an RIA combining expert advisors and technology. Qualifying institutions and setting meetings for institutional sales.

Posted 8/17/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound sales strategies, effective communication with senior executives, and proficiency in CRM and prospecting tools. Capable of managing high-volume outreach while qualifying leads and adapting approaches based on data insights.

Highest-signal resume keywords

Outbound Sales ExperienceVerbal Communication SkillsCRM ProficiencyProspecting Tools ExperienceLead Qualification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Outbound SalesLead QualificationData ManagementSales Strategy

Soft Skills

Self-MotivatedCoachableExcellent Communication

Tools & Technologies

HubSpotLinkedIn RecruiterCRM Software

Industry Keywords

Nonprofit OrganizationsFoundationsEndowmentsFinancial ConceptsInvestment ConceptsConsulting Concepts

About the role

Key responsibilities & impact

Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments
Research and engage key decision-makers using LinkedIn and other prospecting tools
Clearly and persuasively communicate Farther's value proposition, tailored to each organization's needs
Qualify prospective institutions and hand off warm opportunities to the sales team
Log and manage all outreach activity, notes, and lead status in the CRM, using the data to sharpen the approach over time

Requirements

What you’ll need

Prior experience in a direct outbound sales, tele-sales, or business development role
High energy and genuine comfort with sustained daily outbound calling
Excellent verbal and written communication skills, with the poise to speak with senior executives and board members
Self-motivated, coachable, and eager to build a long-term career in sales
Comfort learning and working within a CRM and prospecting tools
Hands-on experience with HubSpot or a similar CRM (bonus)
Experience with LinkedIn Recruiter or other prospecting platforms (bonus)
Familiarity with financial, investment, or consulting concepts (bonus)

Benefits

Comp & perks

Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO