Research Sales Associate

About the Role

The Research Sales Associate is a full-time hybrid role based in the Dallas–Fort Worth Metroplex. This position supports advisory services and business development by conducting in-depth research and identifying prospective client opportunities.

Key Responsibilities

• Conduct in-depth research on nonprofit organizations, philanthropic trends, and impact metrics.
• Prepare clear, data-informed reports and presentations.
• Collaborate with advisory team members to translate research findings into donor-facing insights.
• Support business development by identifying prospective client opportunities.
• Contribute to proposals.
• Help maintain strong relationships with donors and partners.
• Ensure consistent documentation and use of CRM tools.
• Coordinate with internal teams for accurate, timely information.

Requirements & Tech Stack

• Strong research and analytical skills (gather, evaluate, synthesize information).
• Excellent written and verbal communication skills (prepare reports, briefs, presentations).
• Comfort with client-facing work and sales support (relationship-building, follow-up).
• Organizational and time management skills (handle multiple projects, meet deadlines, maintain documentation).
• Proficiency with standard office and collaboration tools (e.g., spreadsheets, presentation software, online research platforms).
• Ability to work effectively in a hybrid environment (in-person in Dallas–Fort Worth Metroplex and independently from home).

Qualifications

• Bachelor’s degree in a relevant field (business, economics, public policy, nonprofit management, or a related discipline), or equivalent experience.
• Demonstrated interest in philanthropy, nonprofit work, impact investing, or social sector research.
• Experience with CRM or similar tools.