Pipeline jobs in New York, New York (NY) State

As a Sales Representative at Optifino, you will be at the forefront of our mission, working directly with clients to help them make more money, save more money, and retire early. This role involves strategic outreach through high-volume outbound calls, aiming to enhance our client’s financial well-being. You'll receive the world's best training and tools necessary to thrive in this dynamic environment. Responsibilities Educate potential clients on the value of Optifino’s platform through a high volume of outbound sales calls. Master our products and tailor solutions to client needs, overcoming objections and converting leads into long-term clients. Manage a diverse client pipeline via our CRM system, from initial contact to deal closure. Commit to a consistent schedule to maximize client engagement and sales opportunities. Achieve and exceed monthly sales goals by embracing our comprehensive training and support structures.

This role is Remote but we are prioritizing applicants from the Washington DC area. About the Roosevelt Institute: The Roosevelt Institute is a think tank, a student network, and the nonprofit partner to the Franklin D. Roosevelt Presidential Library and Museum that, together, are learning from the past and working to redefine our collective future. Focusing on corporate and public power, labor and wages, and the economics of race and gender inequality, the Roosevelt Institute unifies experts, invests in young leaders, and advances progressive policies that bring the legacy of Franklin and Eleanor Roosevelt into the 21st century. The Roosevelt Institute takes on today’s greatest public policy challenges by advancing bold, cutting-edge research and policy ideas. We believe that the future of the American economy and our democracy depends on a new way of thinking about markets and government. Too few people hold too much economic and political power today, and we know that a stronger society is possible if we rectify this imbalance between private actors and the public. With a commitment to transforming corporations, restructuring markets, reviving democratic institutions, and reimagining the role of government, our work moves our nation toward a more resilient, equitable, and green future. Our Culture At Roosevelt, we recognize that the culture of the workplace and opportunities for career growth and development are important to all. We believe that diversity of background and experience among our people make our work to rewrite the rules of our social and economic realities stronger. Roosevelt is an equal-opportunity employer. As affirmed in its policies and practices, the organization considers all applications for all job classifications without regard to race, color, creed, national origin, sex, age, disability, sexual orientation, gender identity or expression, marital status, familial status, military status, height and weight, genetic predisposition or carrier status, arrest record, or other legally protected status. We strongly encourage people with diverse work and life experiences, diverse educational backgrounds, and diverse cultures to apply. What You’ll Do Working closely with the development team, executive team, and other senior staff at the Roosevelt Institute, the Donor Engagement Manager will play a key role in ensuring best-in-class cultivation and stewardship for Roosevelt’s funders. Responsibilities include: developing and executing cultivation and stewardship strategies for major individual and institutional donors, staffing principals for meetings and events, managing the individual giving pipeline, prospecting, and other related activities. The Donor Engagement Manager will report to the Director of Development. This is a non-management, unionized, individual contributor role. Essential Functions and Responsibilities Cultivation and Stewardship - Develop and execute donor engagement strategies, including supporter emails, cultivation events, and funder briefings - Work with development and external relations teams to craft donor-facing materials as needed - Regularly engage Roosevelt’s program and communications teams to identify programmatic work, projects, and events to leverage as opportunities to engage donors and prospects - Keep abreast of current events and other important items related to Roosevelt’s work on political economy to seek out opportunities to highlight our work to key audience Principal Staffing - Lead on prepping principals for major donor meetings, conferences, and speaking engagements, including coordinating scheduling, prospect research, and agenda-setting - Accompany principals to meetings as needed, taking notes and managing relevant follow-up Individual Giving - Manage the individual giving pipeline in service of raising $2 million from individuals in 2024 - Track donor engagement closely and manage up to senior staff to ensure best-in-class donor stewardship - Identify key prospects, manage prospect research, and prioritize them for pipeline building - Create stewardship plans and giving goals for mid-level and major donors based on alignment, giving history, and relationships - Manage the spring and end-of-year giving campaigns What You’ll Have - Minimum of 3–5 years experience in fundraising for nonprofit organizations or campaigns - Experience cultivating relationships in policy organizations, labor unions, political campaigns, or movement groups - Familiarity with the progressive ecosystem strongly preferred - Track record of experience with a wide range of donors, from modest contributors (<$1,000) through to major donors (five to six figures) - Excellent oral and written communication skills - Demonstrated experience managing multiple projects simultaneously and thriving in a deadline-driven environment - Ability to collect, synthesize, and process information quickly and with accuracy - Understanding of the philanthropic and political environment and best practices in fundraising - Strong customer service orientation that centers donors as a critical part of mission-driven work - Highly organized, with outstanding attention to detail - Experience using donor databases like Salesforce, Raiser’s Edge, etc. Not sure if you meet all the qualifications? Please apply! We know talent comes in many forms. Join our team and help envision a new equitable future for all. The salary range for this role is $67,936 – $85,000 annually. The Roosevelt Institute offers excellent benefits that include 100% paid medical, dental, and vision for employees and 80% paid for dependents; life insurance; vacation; personal and sick time; paid parental leave; professional development; healthcare, dependent-care, and commuter FSA; and a 403(b) retirement plan with up to 4% contribution. INTERESTED CANDIDATES MUST SUBMIT A RESUME AND COVER LETTER TO BE CONSIDERED. Link to apply: https://easyapply.co/job/donor-engagement-manager-8?rcid=idealist or go to our website: www.rooseveltinstitute.org.