Demo

Business Development Coordinator

Fenimore Asset Management
Cobleskill, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/21/2025

At Fenimore Asset Management, we are seeking an exceptional individual to join our team of investment professionals. This role will play a crucial part in supporting the distribution and sales functions, working closely with various team members to drive business development efforts nationwide.

Key Responsibilities:

  • Utilize CRM database systems (primarily Salesforce) to manage sales and marketing activities for new and existing investors.
  • Manage electronic distribution for Sales, including contact list management, constituency targeting, and campaign updates.
  • Participate in process improvements to maximize Fenimore's reach in all investor channels.
  • Engage in outbound initiatives to reach new and existing investors, providing invitations and scheduling meetings on behalf of Fenimore's external sales resources.
  • Prepare and distribute monthly and quarterly activity reports.
  • Develop and update sales collateral for third-party and prospect communication.
  • Stay up-to-date with industry developments through educational opportunities.

Qualifications/Skills:

  • Bachelor's degree required with a minimum GPA of 3.4.
  • 0-3 years' experience in sales.
  • Exceptional written and verbal communication skills.
  • CRM/Salesforce knowledge preferred.
  • Proficiency with Microsoft Windows required, along with the ability to adapt to new technology as needed.
  • Critical thinking and a sales and marketing mindset, accompanied by strong interpersonal skills.

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