Business Development Specialist

Job Title:   Business Development Specialist  Department:  Philanthropic Services   Team:  Business Development   Reports to:  Assistant Director, Business Development   FLSA Status:  EXEMPT    Position Summary  The Business Development Specialist provides administrative, operational, and research support to the Business Development team. This role assists with donor and prospect engagement activities, fund onboarding, prospect research, reporting, and data management while helping ensure a positive experience for donors, advisors, and partners.  The successful candidate is highly organized, detail-oriented, and service-oriented, with strong communication skills and a collaborative approach. This position requires someone who is conscientious, dependable, and able to manage multiple priorities while maintaining accuracy, professionalism, and attention to detail. Business Development Specialist works closely with cross-functional teams to support donor needs, facilitate onboarding activities, and contribute to the organization's growth and business development objectives.  Business Development & Donor Support 

• Support the Business Development team in day-to-day activities related to prospect, donor, and advisor engagement. 
• Assist with the processing and tracking of single-gift opportunities and donor inquiries. 
• Help prepare materials, presentations, and follow-up communications for meetings and outreach efforts. 
• Support stewardship activities and help ensure timely, professional responses to donor and advisor inquiries. 
• Maintain a positive, service-oriented approach when interacting with internal and external stakeholders. 
• Escalate questions, concerns, or issues appropriately and assist in coordinating follow-up actions. 

Fund Onboarding & Internal Coordination 

• Assist with the onboarding of new donor-advised funds and other services. 
• Coordinate the collection, organization, and tracking of required documentation. 
• Monitor onboarding and single-gift progress and follow up on outstanding items with prospects and internal teams. 
• Collaborate with Philanthropic Services, Grants Management, Compliance, and other departments to support a smooth donor experience. 
• Ensure donor records and supporting documentation are maintained accurately and consistently. 
• Assist in identifying and resolving routine administrative or process-related issues. 

Prospect Research & Data Management 

• Conduct research on prospective donors, advisors, corporations, foundations, and other strategic partners. 
• Compile prospect profiles and briefing materials to support business development activities. 
• Enter, update, and maintain accurate information in CRM and reporting systems. 
• Assist with preparing routine business development reports and activity summaries. 
• Support data cleanup projects and ongoing record maintenance. 
• Help track departmental metrics and business development activities. 
• Review data for accuracy and completeness and identify discrepancies for follow-up. 

Desired Skills & Attributes 

• Strong attention to detail and commitment to accuracy. 
• Excellent organizational and time-management skills. 
• Strong written and verbal communication skills. 
• Professional, courteous, and service-oriented demeanor. 
• Ability to remain calm, patient, and adaptable when managing competing priorities. 
• Strong problem-solving and troubleshooting abilities within established processes. 
• Ability to work collaboratively across departments and build positive working relationships. 
• Sound judgment and discretion when handling confidential information. 
• Proactive, dependable, and reliable with a strong sense of accountability. 

 Education and Experience  

• Bachelor’s degree or equivalent 
• 3+ years of relevant experience  

  This position is U.S.-based.  All duties must be carried out from within the United States.   To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily, with or without accommodation.  If you require accommodation to perform these essential functions, please contact the Human Resources Department.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.   Your health and wellness are important to us.  CAF America offers a comprehensive benefits package which includes 100% paid premium for Employee Medical, Dental and Vision insurance along with a Health Savings Account (HSA), Life Insurance, Accidental Death and Dismemberment Insurance, Short- and Long-Term Disability, 401k program with up to 15% match, Lifestyle Savings Account, Employee Assistance Program (EAP) and robust Time Off programs.      Salary:  $66,000 - $70,000

Bachelor's degree or equivalent; 3+ years relevant experience; strong organizational, communication, and data management skills; must be based in the United States.

Key Responsibilities

• supporting donor engagement
• conducting prospect research
• managing data

Skills & Tools

CRM

Job Details

• Category: Business Development
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — United States
• Salary: USD 66,000 – 70,000 / year
• Languages: English

Benefits

• 401k matching
• Generous paid time off
• Retirement plan

About CAF America

A nonprofit organization supporting philanthropy and donor-advised funds. — Industry: Non-Profit Organizations and NGOs