Sales Associate
Job Description

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About Us
We are building a better world by making estate planning accessible and dramatically increasing planned giving. Our software-as-a-service technology platform enables the most inspiring nonprofit organizations to dramatically amplify planned giving while enabling individuals to create more impactful legacies. We invite you to join our fun, creative, fast-growing team for a meaningful adventure.

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What We’re Looking For
Giving Docs is seeking an experienced Sales Associate to help scale our rapidly growing business. You will collaborate with our VP of Sales and the entire team to build out and help manage our sales pipeline in Hubspot, discover new opportunities, and lead a variety of marketing and sales initiatives.

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Responsibilities

• Develop a thorough knowledge of the Giving Docs product and value proposition

• Assist sales team to meet quarterly and annual sales revenue goals

• Identify, qualify and lead outreach efforts to expand pipeline

• Build and maintain strong relationships with prospective clients, understanding their unique needs and challenges.

• Manage key administrative functions including process and data quality enforcement, reports and dashboards, workflows, and other tasks related to the sales operation

• Collaborate with the marketing team to develop targeted campaigns and initiatives to drive lead generation and brand awareness.

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About You

• 2+ years of professional work experience in sales operations; direct experience in technology, nonprofit fundraising, business, legal, and/or other relevant sectors preferred

• Experience with value-based selling, sales tools, processes, and technology 

• Direct experience with managing records in Hubspot 

• Strong communication skills and ability to interact effectively with potential clients

• Exceptional attention to detail; loves a to-do list and managing tasks

• Comprehensive knowledge of nonprofit fundraising, planned giving, and social good companies

• Tech-savvy, proficient in G Suite, and committed to maintaining data integrity.

• Creative, resourceful, and hungry to learn and succeed in a fast-paced environment

• Capability to perform administrative support functions flawlessly

• High degree of empathy, with a demonstrated ability to listen carefully to and engage meaningfully with a wide variety of stakeholders

• Desire to not merely meet customer expectations, but seek opportunities to delight

• Excellent at working within teams to achieve ambitious goals

• Highly energetic, enthusiastic, and engaging with all stakeholders

• High bar for quality, rigor, and integrity in your work, as well as your colleagues

• Tenacity, fortitude, and drive to both uncover creative solutions to existing projects and to help bring projects to fruition

• Ability to work remotely regardless of location, with primary working hours between 9am-5pm Eastern Standard Time M-F

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Hiring Process
30 minute interview with hiring manager
Interviews with additional Giving Docs team members (30 minutes with each)
References Checked
Offer letter sent

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Salary and Benefits
Annual starting salary between $75,000 - $90,000 (depending on experience) plus commission.
Remote work environment with flexible hours- we are family-friendly!
Budget for home office needs
Flexible and unlimited paid time off, in addition to over 13 official company holidays
Medical, dental, and vision benefits
Medical travel benefits, if needed healthcare for you or your dependents is not available locally
Health Savings and Flexible Spending Accounts
401k retirement saving plan, with employer match
Option to participate in the employee stock equity pool.
Paid family leave and paid parental leave
Support for professional development and team travel opportunities

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Equal Opportunity
Giving Docs is an equal opportunity employer, and we are committed to building and fostering a diverse, equitable, and inclusive team. We work with some of the largest and most inspiring organizations in the world, which lead initiatives focused on people of different identities and backgrounds in different ways. We believe we are stronger and most effective with a diverse team leading the charge. People of color, women, LGBTQ+ individuals and people with disabilities and/or underrepresented backgrounds are strongly encouraged to apply.

If interested, please email us at info@givingdocs.com with a brief cover letter and resume.