Client Development Specialist TIFIN Give
Client Development Specialist TIFIN Give
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Job Description
WHO WE ARE:
TIFIN is a fintech platform backed by industry leaders including JP Morgan Morningstar Broadridge Hamilton Lane Franklin Templeton SEI Motive Partners and awhos who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies music and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
OUR VALUES: Go with your GUT
- Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With selfawareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor authenticity and precision to create a shared understanding. We challenge but once a decision is made commit fully.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.
WHAT YOULL BE DOING:
Part of TIFIN TIFIN Give is a techfirst philanthropy partner to wealth enterprises and builds philanthropy platforms of the future. Our primary offering is a communitybased giving experience using a Donor Advised Fund (DAF). Our unique approach to philanthropy engages family members across generations to collaborate in their charitable giving and empowers Financial Advisors to grow their practices by making philanthropy a core strategic offering not a commodity service. TIFIN Give enables a differentiated approach to philanthropy through its ability to align the investment portfolios with a familys giving activity utilize AI to curate charitable search and discovery and offer a delightful and engaging user experience.
As a Client Development Specialist youll sit at the intersection of growth and client experience. Youll work with sales leadership to identify engage and qualify prospective clientsranging from top financial institutions and wealth enterprises to brokerdealers asset managers Registered Investment Advisors (RIAs) and multifamily offices (MFOs) across North America. Youll support pipeline development through outbound outreach and play a key role in coordinating meetings and product demos with our executive sales team including the CEO and Head of Enterprise Partnerships.
Beyond prospecting youll be instrumental in onboarding and supporting new clientsensuring a smooth handoff from sales to service managing earlystage relationships and helping clients derive value from our platform from day one. Youll act a key point of contact for both prospective and new acquired clients helping to build trust and longterm engagement. Your feedback and insights from client interactions will help shape how we grow and serve our customer base.
We are a Series A fintech company with marquee clients. This is a true greenfield opportunity; the clients want and need our proven solution. Youll have the opportunityand expectationto grow into a larger role across sales customer success or marketing depending on your strengths. This is a highimpact highvisibility role where youll directly contribute to revenue growth and client satisfaction.
Were looking for someone with drive relationshipbuilding instincts a clientfirst mindset and a passion for fintech.
THE ROLE:
- Achieve quota assignments while accurately forecasting sales activity
- Conduct high volume prospecting 60100 activities per day) to qualify leads through calls email and social media
- Engage new prospects and support smooth onboarding for newly acquired clients ensuring a highquality client experience from day one
- Serve as an early point of contact for new clients helping to build trust answer initial product questions and guide new users
- Fast and proficient research via LinkedIn Google and other digital tools to identify key decisionmakers and personalize outreach
- Work closely and collaboratively with Sales Executives to develop and implement appropriate prospecting strategies
- Schedule discovery meetings and demos for Sales Executives to further assess a prospects business and potential for partnership with TIFIN
- Learn about our customerstheir business models challenges and how our solutions create tangible impact
- Gain foundational experience in both business development and client relationship management with a path to grow into more senior roles in Sales Success and Partnerships
- Maintain lead and client data in Hubspot with high accuracy
- Stay accountable for daily and weekly activity goals and reporting metrics
WHO YOU ARE:
- 1 years of experience in a clientfacing role with quota responsibilityideally in outbound sales client services or customer success within a highgrowth tech of financial services environment
- A natural relationship builder with strong interpersonal and communication skillsboth written and verbal
- Hunter mentality: youre proactive selfmotivated and energized by the opportunity to connect with new people
- A customerfirst mindset: you enjoy understanding client needs problem solving and being a trusted point of contact
- Organized responsive and resourcefulyoure comfortable balancing prospecting onboarding and internal coordination
- Curious and eager to learnyou seek out feedback share insights and want to grow your career across sales or client success
- Proficiency in Microsoft Excel or Gsuite Sheets
- Familiarity with CRM platforms like HubSpot and capable of managing and prioritizing a busy pipeline
- A local presence in Boulder CO; New York NY; or Charlotte NC
- A Bachelors Degree or higher
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position in Colorado is between $80000$85000. This position is also eligible for incentive compensation and equity. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other jobrelated factors permitted by law.
TIFIN offers a competitive benefits package that includes:
- Medical dental vision life and disability insurance
- Flexible Spending Account (FSA) and Health Savings Account (HSA)
- 401(k) Retirement Plan
- Flexible PTO policy and Companypaid holidays
- Parental Leave: 12 week paid maternity 6 week paid paternity leave
- Corporate Social Responsibility and volunteering opportunities
- Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching
- Company sponsored events like mindfulness events development workshops team dinners pickleball games happy hours holiday parties and more!
- The ability to make a real impact in an incredibly fastgrowing organization
TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race national origin religion age color sex sexual orientation gender identity disability or protected veteran status.
Required Experience:
Unclear Seniority
Employment Type
Full Time
