Client Development Specialist – Tifin Give
| Company | TIFIN |
|---|---|
| Location | Charlotte, NC, USA, New York, NY, USA, Boulder, CO, USA |
| Salary | $80000 – $85000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 1+ years of experience in a client-facing role with quota responsibility—ideally in outbound sales, client services, or customer success within a high-growth tech of financial services environment
- A natural relationship builder with strong interpersonal and communication skills—both written and verbal
- Hunter mentality: you’re proactive, self-motivated, and energized by the opportunity to connect with new people
- A customer-first mindset: you enjoy understanding client needs, problem solving, and being a trusted point of contact
- Organized, responsive, and resourceful—you’re comfortable balancing prospecting, onboarding, and internal coordination
- Curious and eager to learn—you 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 Bachelor’s Degree or higher
Responsibilities
- Achieve quota assignments while accurately forecasting sales activity
- Conduct high volume prospecting (60-100 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 high-quality 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 decision-makers 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 prospect’s business and potential for partnership with TIFIN
- Learn about our customers—their 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
Preferred Qualifications
- A passion for fintech