Business Development Associate — Growth, Proposals & CRM

Ultimus Fund Solutions; Cincinnati (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Ultimus Fund Solutions is seeking an Associate, Business Development to support senior sales professionals through the full lifecycle of the business development process. You will coordinate meetings, manage follow-ups, and prepare proposals while maintaining precise CRM data and collaborating with cross-functional teams.

The role offers exposure to fund administration and fund accounting services, with opportunities to learn the end-to-end sales cycle and contribute to process improvements.

Qualifications

• Bachelor’s degree, or equivalent combination of education and work experience.
• 0-4 years of experience in the fund administration services industry.
• Equivalent education and experience will be considered.

Responsibilities

• Assists senior sales personnel in managing and advancing business development opportunities.
• Coordinates and schedules sales meetings, calls, and follow-ups with prospective clients.
• Participates in prospect calls, meetings, and internal discussions to learn about the sales process and client needs.
• Prepares and helps assemble proposals, presentations, NDAs, contracts, RFPs, questionnaires, and other sales materials.
• Enter and maintain accurate data in the sales CRM system; generate and run standard reports as needed.
• Support the preparation and submission of status reports and sales activity updates.
• Collaborates with Sales Support and Operations teams to ensure smooth progression of deals through the sales lifecycle.
• Learns and maintains a working knowledge of the firm’s fund administration and fund accounting services, as well as industry trends.
• Assists with competitive research and gathers information on industry peers as directed.
• Participates in select marketing and networking events, conferences, and meetings as appropriate.
• Contributes ideas for process improvements and support ad hoc projects as assigned.
• Continually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities.
• After tenure will lead deals in collaboration with sales leadership.

Skills

Multi-tasking

Client relationships

Research and problem-solving

Tech proficiency

Sales process knowledge

Initiative

Team collaboration

Communication

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office Suite

Adobe Acrobat

Job description

Ultimus Fund Solutions is seeking an Associate, Business Development to support senior sales professionals through the full lifecycle of the business development process. You will coordinate meetings, manage follow-ups, and prepare proposals while maintaining precise CRM data and collaborating with cross-functional teams.

The role offers exposure to fund administration and fund accounting services, with opportunities to learn the end-to-end sales cycle and contribute to process improvements.