Business Development Operations and Pipeline Lead

Summary

Join Climate Finance Solution as their Business Development Operations & Pipeline Lead and drive the company's growth by building a scalable outbound sales function. You will generate and qualify leads, develop and optimize processes and systems, and utilize analytics tools (especially Salesforce and AI workflows). This role reports directly to the COO and offers a competitive salary, performance bonus, and potential for long-term growth. The ideal candidate is a Salesforce power user with experience in designing outbound sales processes and integrating AI-powered sales tools. The company is transparent about its current state, offering a unique opportunity to build systems from scratch and shape the future of the consultancy. Benefits include PTO, remote work options, and partial health, dental, and vision insurance.

Requirements

• Salesforce Power User: Deep hands-on experience customizing and optimizing Salesforce (or similar CRMs) for prospecting, lead tracking, and reporting
• Process Architect: Proven ability to design outbound sales processes from scratch and iterate based on performance data
• Tech-Savvy: Comfortable testing and integrating AI-powered sales tools (e.g., Mixmax, Clay, Salesforce Einstein, ChatGPT-based prospecting assistants)
• Hunter DNA: Energized by outbound outreach and building early-stage pipelines. Willing to personally execute while building for scale
• Analytical Thinker: Skilled at using data to refine outreach strategy and present clear performance insights

Responsibilities

• Lead Generation & Pipeline Building (Execution): Outbound Prospecting: Research and identify venture-backed climate companies. Execute multi-channel outreach (email, LinkedIn, calls)
• Lead Generation & Pipeline Building (Execution): Lead Qualification: Engage potential clients, assess fit, and transition qualified leads to senior team members
• Lead Generation & Pipeline Building (Execution): Pipeline Management: Ensure a steady flow of new opportunities through consistent prospecting and follow-ups
• Sales Operations & Systems (Strategic): CRM Mastery (Salesforce): Set up, customize, and manage Salesforce as the single source of truth for pipeline and outreach data
• Sales Operations & Systems (Strategic): AI-Powered Workflows: Implement AI tools (e.g., Salesforce AI, HubSpot AI, or GPT-enabled sales assistants) to automate lead scoring, email sequences, and follow-ups
• Sales Operations & Systems (Strategic): Performance Dashboards: Build real-time dashboards tracking outreach activity, pipeline velocity, and conversion rates
• Sales Operations & Systems (Strategic): Process Development: Design scalable outbound processes (MixMax), including playbooks for lead research, outreach templates, and handoff protocols
• Data & Insights (Analytics): Lead Source Analysis: Track which outreach sources and strategies deliver the best-qualified leads
• Data & Insights (Analytics): Conversion Tracking: Monitor lead progression from outreach to closed deals. Surface bottlenecks and optimize the process
• Data & Insights (Analytics): Forecasting & Reporting: Provide data-backed insights on pipeline health, expected deal flow, and performance vs. targets

Benefits

• PTO - 25 days/year
• Work remotely (Pacific, Mountain, or Central time zones only)
• A portion of health, dental vision insurance paid
• Base Salary: $80-100K depending on experience and Salesforce/RevOps capabilities
• Performance Bonus: Based on lead volume, pipeline quality, or outreach-driven revenue milestones
• Potential for Long-Term Growth: If this person builds the foundation well, they could evolve into a Head of BD Operations or Revenue Strategy Lead as CFS scales