Sales Support & Business Development Specialist - Hybrid (Must be located in/near San Diego, CA) - Richtr Financial Studio
San Diego, CA
About the Job
Richtr Financial Studio is a leading accounting and fractional-CFO firm dedicated to helping our clients achieve their growth and exit strategies. We provide our professional outsourced solutions primarily to our select Life Science, Aerospace & Defense, Deep Tech (e.g., AI, Quantum, & Cleantech), and GovCon clients.
We are looking for a dynamic, collaborative, and results-driven individual to join our team in a hybrid capacity as a Sales Support and Business Development Specialist.
Job Summary:
As the Sales Support and Business Development Specialist, you will be at the heart of our growth engine. Your efforts will directly contribute to expanding our client base of innovation-based clients while enhancing our market presence. You will identify new business opportunities and build upon our extensive network of relationships. You will accomplish this through online research, virtual and in-person meetings, as well as engaging email communication. Timely outreach and regular follow-up will be essential to creating, maintaining, and strengthening these client and affiliate relationships. You will also collaborate closely with others on our sales and business development team in a hybrid capacity to ensure we meet and exceed our business goals.
Key Responsibilities:
Sales Support:
Assist the sales team with preparing proposals, presentations, and contracts: Your attention to detail will ensure our proposals are compelling and professional.
Coordinate and manage sales activities, including scheduling meetings and follow-ups: Your organizational skills will keep our sales process running smoothly.
Maintain accurate and up-to-date records of sales activities and client interactions in the sales pipeline/CRM system: Your diligence will provide valuable insights into our sales performance.
Provide administrative support to the sales & marketing team, including generating reports and managing documentation: Your support will enable the sales team to focus on closing deals.
Perform regular follow-up tasks to ensure pipeline & communications always stay up to date: Your accuracy and efficiency in entering data will ensure our records are precise and up to date.
Conduct follow-ups and timely outreach: Your proactive communication will help build, maintain, and strengthen client relationships, ensuring no opportunities are missed.
Trade shows & industry events: You will help prepare for and potentially attend a variety of trade shows and industry events to attain clients and develop relationships with affiliate partners.
Business Development:
Identify and research potential clients and business opportunities: Your insights in collaboration with our partners will help facilitate expansion within our innovation focused verticals.
Develop and implement strategies to acquire new clients: Your innovative approaches will help us grow our client portfolio.
Build and maintain strong relationships with key stakeholders and decision-makers: Your networking skills – largely with CEO’s, engineers, and scientists - will be crucial in furthering long-term partnerships.
Understand key trends and market opportunities: Your understanding of the dynamics of the innovation ecosystem we operate in will allow for analysis and will inform our strategic decisions.
Qualifications:
Bachelor’s degree in Business, Marketing, or a relevant field.
Proven experience in business development, sales support, or a similar role.
Strong understanding of sales processes and customer relationship management.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite, CRM, and sales pipeline software.
Preferred Skills:
Experience with Finance/Accounting, Life Science, or Aerospace & Defense companies.
Strong analytical and problem-solving skills.
What We Offer:
- Competitive salary that recognizes your hard work and dedication.
- Flexible work environment with amazing colleagues who support and inspire you.
- Comprehensive benefits package including:
- Health, dental, vision, life, AD&D, and long-term & short-term disability coverage to keep you and your family protected.
- Generous PTO to ensure you have time to relax and recharge.
- 401(k) to help you save for the future.
- Parking/transit pass to make your commute easier.
- Pre-tax dependent care FSA and HSA account options for financial flexibility.
- Paid holiday time to enjoy special moments with loved ones.
- Additional perks that make work fun and rewarding:
- Regular office breakfasts, lunches, and team events to foster a collaborative and enjoyable workplace.
- Opportunity for semi-annual performance bonuses to reward your achievements.
Frequent salary reviews to ensure your compensation evolves with your career growth.
Educational expense benefits to support your professional development.
Compensation: $55,000/yr. to $85,000/yr. Multiple factors will be considered when determining the final offer amount, including candidate location, experience, and expertise.
Must be located in/near San Diego, CA as you will need to be in our downtown San Diego office 2-3 days per week.
More About Us:
We are a creative, collaborative, and passionate team of business advisors that love working with amazing innovation-based companies. We provide an array of accounting, business operations, and fractional-CFO services designed to help our entrepreneurial clients in a few select verticals unleash their potential:
Life Science
Aerospace & Defense
Deep Tech (e.g., AI, Software & Cleantech)
Government Grants & Contracts
We have offices located in beautiful downtown Boulder on Pearl Street, in the LoDo area of Denver, as well as two offices in sunny San Diego, CA (UTC & Downtown). We also have a presence in Silicon Valley. Our clients are located throughout the US and internationally. We do a lot of the things you’d expect a CPA firm to do, but we are so much more - we are a Financial Studio.
Ready to Join Our Dynamic Team?
If this sounds like the perfect opportunity for you, we’d love to hear from you! Apply now and in your cover letter, be sure to tell us why you might be the ideal fit for our team. We can’t wait to see how you can contribute to our success!
Richtr Financial Studio is an equal opportunity employer. We value diversity and are committed to creating an inclusive and supportive environment for all employees.
