Client Partnership/Business Development Specialist

At BDI, our work isn’t just work, it’s passion… and a calling. We believe in our mission to release generosity and are serious about finding the right people to join our team.

We’re looking to add unique voices to our diverse and growing team of bold, out-of-the-box fundraisers and marketers. Super smart but also super fun – and always fueled by hope.

Position Purpose

The Client Partnership Specialist provides exceptional support for the BDI Client Partnership team. Reporting directly to the Senior Vice President of Client Partnership, the successful candidate will play a pivotal role in helping to identify, pursue, and secure new business opportunities for BDI.

Essential Duties and Responsibilities

• Demonstrates strong agency knowledge of agency services, systems, and processes
• Works with SVP, Client Partnership to cultivate existing sales pipeline and development of new business opportunities
• Conducts thorough market research to identify potential clients, emerging trends, and competitive landscape
• Identifies and engages potential clients through various channels, including cold outreach, networking events, and industry conferences
• Effectively sets up prospect accounts, prospect/contact activities, and enters new business project information using agency tools (such as Microsoft Dynamics and in Workfront)
• Maintains accurate prospect data in CRM (HubSpot)
• Participates in the creative and tactical process for the development of new business projects, proposals, and presentations
• Work closely with the SVP, Client Partnership to develop compelling and customized proposals and presentations for potential clients
• Collaborates with the SVP, Client Partnership to establish and maintain strong relationships with potential clients, ensuring proposals align with prospect needs and showcase BDI’s capabilities
• Navigates and performs assigned projects within the company’s e-Tools (project management systems and creative proofing programs/applications)
• Serves as a support contact for issues or activities that a prospect may encounter. Works and interfaces with various internal departments as needed
• Keeps team and supervisor informed of project status and needs. Adheres to project deadlines
• Supports the SVP, Client Partnership with material prep as requested
• Initiates follow-up and preparation of materials following tele-conferences and prospect visits. Works with the SVP, Client Partnership to draft and distribute conference reports as requested
• Coordinates and performs Client Partnership administrative tasks related to prospects
• Prepares, coordinates, and mails prospect mailings
• Prepares conference reports, and follows up on action items
• Pursues continual learning in the direct response/fundraising and digital marketing space
• Manages special projects or other assignments as required
• Other responsibilities as assigned

Skills and Abilities

• Relationship Building: Must be friendly, trustworthy, sincere, knowledgeable, dependable, and professional. Must demonstrate ability to establish and develop relationships with prospects and serve as an ambassador of BDI. Must exhibit a high level of professionalism, positive attitude, good team player; Must be trustworthy, honest and willing to do what it takes to help others
• Initiative & Organization Skills: Must demonstrate the ability to handle multiple projects at a time, a resourceful self-starter who can take initiative and stay on top of project deliverables; Must have strong time management skills
• Communication Skills: Must demonstrate an advanced ability to read, analyze, and interpret agency documents, and respond effectively to inquiries. Must demonstrate careful attention to detail, good grammar, punctuation, and proofreading skills; Must be able to listen diligently, take copious notes and read between the lines at times
• Reasoning Skills: Must demonstrate ability to define problems, collect data, interpret, and understand data and analyses, establish facts, and draw valid conclusions. Must be extremely efficient, organized, process-oriented, resourceful
• Computer Skills: Must demonstrate proficiency in the use and knowledge of integrated computer systems and business-related software such as Microsoft Office: Word, Excel, PowerPoint, Outlook, Workfront, and Dynamics and quickly learn, understand, and seamlessly implement the operation of the agency’s e-Tools
• Excel Skills: The Client Partnership Specialist must be able to pass both the intermediate and advanced Excel assessment - demonstrating proficient formula use, an understanding of the questions data can answer, and the ability to read data within a spreadsheet. In addition, to handling the formulas, the Client Partnership Specialist should also know how to debug them, work-around them, use shortcuts, customize, audit them, and use the formulas appropriately to pursue the answers the team is requiring
• Decision Making and Problem Solving: Must demonstrate strong decision-making, problem-solving, and critical-thinking skills. Must be proactive, self-motivated, and able to take initiative, focus, and prioritize tasks
• Attention to Detail: Must pay close attention to detail and demonstrate excellent follow-through; Must be meticulous and highly attentive
• Must be punctual, flexible, and able to function well in a fast-paced environment and meet deadlines

Educational Requirements and Qualifications

• Bachelor’s degree in Business, Marketing, Computer Science or another related field
• Minimum of 2 years of advertising agency/marketing and communications experience is required

Work Environment

• Professional services office environment
• Hybrid work schedule
• Travel to conferences and prospect sites is required

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift

Application Question(s):

• Our client base consists of cause-based and faith-based non-profits. Are you comfortable working with faith-based clients?

Ability to Relocate:

• Monrovia, CA 91016: Relocate before starting work (Required)

Work Location: Hybrid remote in Monrovia, CA 91016