Total 2 sales marketing job vacancies in Business Management / Project / Planning category in U.S. Remote

Blackbaud is looking for a Business Analyst Staff, Sales Intake, who will be responsible for understanding business requirements from our customers and translating that information into professional services recommendations. Our Business Analysts ensure that services are positioned in a way that best ensures that functional requirements are met and a positive and successful customer experience is had. The Business Analyst should stay up to date with knowledge of the most appropriate tools and technologies and bring the relevant past experiences to the organization.

We’re looking for someone who has exhibited skill in these activities that are key components of the position:

• Extracting business requirements from the submitter

• Conducting pre-sales activities including creating hours estimates, presenting proposals to clients, and building customer confidence in solutions

• Providing customer consultation, when needed, in the support of sales for Blackbaud services

• Communicating information in a form well matched to, and well received by, both internal and external customers

• Managing interactions, and prioritizing tasks, for multiple concurrent requests

• Inviting productive and regular exchanges of information among team members across multiple teams

• Proactively identifying business opportunities and issues

• Keeping appropriate people informed about progress in tasks/projects

• Looking beyond obvious solutions, and experimenting with different approaches to solving problems, while remaining within corporate guidelines

• Exercising a high degree of autonomy and an ability to collaborate across multiple internal and external stakeholder organizations

• Answering technical and service delivery questions

• Maintaining and improving technical understanding of the Blackbaud solution portfolio

What we’ll want you to have:

• Knowledge of Blackbaud Raiser’s Edge NXT®, Blackbaud CRM™, Blackbaud Altru®, and Blackbaud’s products for the K-12 market

• Ideal candidates should be able to operate under minimal supervision

• Strong listening and presentation skills; demonstrated ability to ask effective need-development questions

• Background in, or exposure to, Software/SaaS is preferred

• Must be process-oriented

• A strong passion for, and orientation towards, providing a positive customer experience

• Demonstrated ability to effectively and quickly build relationships, establish credibility, respect, and confidence

• Proven success in a high volume and fast-paced growth environment

• Excellent written and oral communication skills

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Blackbaud is a remote-first company which embraces a flexible remote work culture.  Blackbaud supports hiring and career development for all roles from the location you are in today!

Blackbaud is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

A notice to candidates: Recruitment Fraudulent Alert: Your personal information and online safety as a candidate mean a lot to us! At Blackbaud and our portfolio of companies, recruiters only direct candidates to apply through our official careers page at https://careers.blackbaud.com/us/en or our official LinkedIn page. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers, or conduct interviews via Skype.  Anyone suggesting otherwise is not a representative of Blackbaud. If you are unsure if a message is from Blackbaud, please email blackbaudrecruiting@blackbaud.com. 

Benefits Include:

• Medical, dental, and vision insurance

• Remote-first workforce

• 401(k) program with employer match

• Flexible paid time off

• Generous Parental Leave

• Volunteer for vacation

• Opportunities to connect to build community and belonging

• Pet insurance, legal and identity protection

• Tuition reimbursement program

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms.  This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

Territory: MD, DC, and VA.  Successful candidate must live in the DC surrounding area.

Essential Duties and Responsibilities:

• Strong, in-depth ERISA and plan design knowledge
• Ability to discuss industry trends with high end DC focused Financial Professionals
• Ability to learn multiple platform/product solutions; assist Financial Professionals with a “needs analysis” to ensure recommending the appropriate solution
• Strong knowledge of key competitors with the ability to highlight our competitive advantages without “negative selling”
• Establish and maintain productive, working relationships with Financial Professionals  with the goal of earning their retirement plan business
• Coordinate wholesaling efforts with Ascensus Internal Sales Coordinator (ISC’s/internal sales) and ASC Internals to maximize coverage and effectiveness
• Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
• Conduct a minimum of sixty (60) meetings per month , 45 with Financial Professionals and document meetings in CRM
• Maintain a Top 150 list Financial Professionals” to help develop territory practices/geographic rotation
• Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund share classes and impact on plan/cost
• Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Professionals and Employers
• Assist existing employers and Financial Professionals in the retention of current business (as needed)
• Excellent written and oral communication skills
• Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals
• Participation, as needed, in “finals presentations”
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Other duties as assigned  

Minimum Requirements:

• 7-10 years of experience in the retirement plan industry or 3-5 years experience in a wholesaling role in the retirement plan industry
• Proven successful sales experience of full service defined contribution recordkeeping and administrative services
• Over-night travel is required
• Superior time management skills required
• Ability to operate effectively in a fast-paced, unsupervised environment
• Series 6 and 63 (or the ability to obtain within six months of employment)