Note: The job is a remote job and is open to candidates in USA. Idealist Consulting is an innovator and problem-solver that helps organizations grow through Salesforce implementation, marketing automation, and custom application development. The Business Development Assistant supports the sales team by organizing sales-cycle records, coordinating meetings, assisting with proposals and prospect outreach, qualifying leads, and nurturing early-stage opportunities.
Responsibilities
- Coordinate a smooth, organized sales cycle through administrative support
- Keep sales cycle records and artifacts well organized and up to date
- Create first draft slide decks and estimates from templates as instructed by senior sales members
- Coordinate scheduling and logistics for sales meetings, client calls, and internal reviews
- Serve as a friendly, professional point of contact for clients and prospects on scheduling, documentation, and follow-up
- Support outreach, qualification and nurturing initiatives
- Help prepare and format proposals, estimates, and RFP responses so they go out looking polished and on time
- Support outbound prospecting through email and call campaigns to target accounts
- Help qualify inbound leads, gathering budget, timeline, and contact information before handing off to an Account Executive
- Track and nurture early-stage leads that are not yet sales-ready, keeping them warm until timing improves
- Monitor and complete assigned outreach tasks from marketing engagement campaigns
- Additional duties and projects as assigned
- Provide day-to-day administrative support: calendars, meeting prep, and follow-up reminders
- Help maintain templates and simple how-to guides so the team stays consistent
Skills
- Candidates must currently reside in one of the following locations to be considered for this role: California, Colorado, Washington D.C., Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Michigan, Minnesota, Montana, North Carolina, New Hampshire, Oklahoma, Oregon, Texas, or Washington
- 1–3 years professional experience in administration, customer service, business development, or account management
- Comfortable using Salesforce or another CRM, with an eye for keeping records clean and up to date
- Strong organizational skills and attention to detail
- Demonstrate strong written and verbal communication skills
- Comfortable supporting snr leadership
- Comfortable representing the company directly to clients and prospects
- Ability to manage short and long term goals
- Experience scheduling and calendar management
- Proficient in Google Workspace
- Experience with consulting or professional services sales
- Experience using salesforce, or other CRMs
- Familiarity with the nonprofit sector
- Experience supporting proposal, estimate, or RFP development
- Experience using Agentic tools to augment or streamline process
Benefits
- Equitable total compensation package & humane work weeks
- Flexible workday scheduling so you can take personal appointments during the day when you need to
- Healthcare benefit package options that meet the diversity of our team’s needs
- Generous Paid Time Off policy
- Paid Volunteer Time to encourage community involvement and civic engagement
- 401k employer match and short term leave available with tenure
Company Overview