Business Development Specialist

Summary

CAF America is seeking a Business Development Specialist to support its Philanthropic Services team. The role provides administrative, operational, and research support for donor and prospect engagement, fund onboarding, reporting, and data management while helping ensure a positive experience for donors, advisors, and partners.

Responsibilities

• Support the Business Development team in day-to-day activities related to prospect, donor, and advisor engagement
• Assist with the processing and tracking of single-gift opportunities and donor inquiries
• Help prepare materials, presentations, and follow-up communications for meetings and outreach efforts
• Support stewardship activities and help ensure timely, professional responses to donor and advisor inquiries
• Maintain a positive, service-oriented approach when interacting with internal and external stakeholders
• Escalate questions, concerns, or issues appropriately and assist in coordinating follow-up actions
• Assist with the onboarding of new donor-advised funds and other services
• Coordinate the collection, organization, and tracking of required documentation
• Monitor onboarding and single-gift progress and follow up on outstanding items with prospects and internal teams
• Collaborate with Philanthropic Services, Grants Management, Compliance, and other departments to support a smooth donor experience
• Ensure donor records and supporting documentation are maintained accurately and consistently
• Assist in identifying and resolving routine administrative or process-related issues
• Conduct research on prospective donors, advisors, corporations, foundations, and other strategic partners
• Compile prospect profiles and briefing materials to support business development activities
• Enter, update, and maintain accurate information in CRM and reporting systems
• Assist with preparing routine business development reports and activity summaries
• Support data cleanup projects and ongoing record maintenance
• Help track departmental metrics and business development activities
• Review data for accuracy and completeness and identify discrepancies for follow-up

Skills

• Strong attention to detail and commitment to accuracy
• Excellent organizational and time-management skills
• Strong written and verbal communication skills
• Professional, courteous, and service-oriented demeanor
• Ability to remain calm, patient, and adaptable when managing competing priorities
• Strong problem-solving and troubleshooting abilities within established processes
• Ability to work collaboratively across departments and build positive working relationships
• Sound judgment and discretion when handling confidential information
• Proactive, dependable, and reliable with a strong sense of accountability
• Bachelor's degree or equivalent
• 3+ years of relevant experience
• This position is U.S.-based.  All duties must be carried out from within the United States

Qualifications

Must Haves

• Strong attention to detail and commitment to accuracy
• Excellent organizational and time-management skills
• Strong written and verbal communication skills
• Professional, courteous, and service-oriented demeanor
• Ability to remain calm, patient, and adaptable when managing competing priorities
• Strong problem-solving and troubleshooting abilities within established processes
• Ability to work collaboratively across departments and build positive working relationships
• Sound judgment and discretion when handling confidential information
• Proactive, dependable, and reliable with a strong sense of accountability
• Bachelor's degree or equivalent
• 3+ years of relevant experience
• This position is U.S.-based.  All duties must be carried out from within the United States

Benefits

• 100% paid premium for Employee Medical, Dental and Vision insurance
• Health Savings Account (HSA)
• Life Insurance
• Accidental Death and Dismemberment Insurance
• Short- and Long-Term Disability
• 401k program with up to 15% match
• Lifestyle Savings Account
• Employee Assistance Program (EAP)
• Robust Time Off programs