Infinite Giving is a Registered Investment Advisor for Nonprofits. We provide a smarter, modern cash management experience with curated portfolios and amplified giving. Our experienced team and award winning technology make FDIC coverage, investment management, endowment creation, and cash, stock, DAF, and crypto gifting feel easy and seamless.

What you will do

PIPELINE GENERATION

• Research nonprofits, build targeted account lists, and identify decision makers:
• executive directors, CFOs, development leaders, and board treasurers.
• Run disciplined, multi-touch outreach by phone, email, and LinkedIn. Cold calling
• is a core part of the job.
• Stay curious about what works: look for new outreach strategies, test them in
• HubSpot sequences, and lean into what drives the best results.
• Respond quickly to inbound leads, including website inquiries, webinar
• attendees, and partner referrals.
• Represent Infinite Giving at nonprofit and philanthropy conferences: book
• meetings ahead of time, work the floor, and follow up within days.

DEMOS AND CLOSING

• Independently run tailored demos of the Infinite Giving donation platform, built
• around each nonprofit's goals and current giving setup. Follow up after every
• demo with clear next steps that keep the opportunity moving.
• Own the donation platform sales cycle from discovery through signed
• agreement, including proposals, follow-up, and navigating board or committee
• approval.
• Equip internal champions with what they need to bring a recommendation to their
• leadership.

ADVISOR HANDOFFS

• Qualify nonprofits interested in investment services, such as reserve investing,
• cash management, or endowments, and schedule introductory meetings with our
• licensed advisors.
• Route all investment-specific questions to our advisors, and prepare a clear brief
• on each prospect ahead of demos and advisor calls. You will not give investment
• advice or discuss investment performance.

PIPELINE DISCIPLINE

• Keep HubSpot accurate, forecast honestly, and report weekly on pipeline,
• activity, and results. Take initiative to improve our sales process as we grow.

What you bring

• 2 to 5 years of business development or sales experience, ideally in B2B SaaS, fintech, or financial services.
• You have carried a target, built pipeline, and can speak to your results by year.
• A proven outbound track record. You are comfortable cold calling and can show us the strategies, sequences, and habits that have worked for you.
• Experience running demos and closing deals with more than one decision maker.
• Curiosity about turning leads into customers: partner with marketing on content follow-up, share what is working, and find messaging that resonates with specific nonprofit segments.
• Excellent written and verbal communication. You can explain financial concepts simply and hold credible conversations with senior nonprofit and finance leaders.
• CRM discipline in HubSpot, Salesforce, or similar, and comfort with G Suite. Apollo or similar prospecting tools are a plus.
• Comfort using AI tools to research, prepare, and personalize, with the judgment to verify their output.
• Authorization to work in the United States, and ability to work Eastern Time business hours.
• Willingness to travel for conferences and in-person meetings, about 5 to 7 trips per year.
• Nice to have experience selling to or working in the nonprofit sector, and interest in investing or nonprofit finance.