Inside Sales | Southeast Region
A Values-Driven Commercial Role with Real Career Runway
Our client is a 40-year-old, family-owned company serving nonprofit organizations across the U.S. The company has built a reputation for long-term partnerships, principled growth, and doing things the right way. With ~65 employees and a sales team known for exceptional tenure, our client is intentionally investing in the next chapter of its commercial organization.
This role is part of that long-term plan.
About the Role
The Integrated Marketing Specialist plays a central role in helping nonprofit organizations understand and implement planned giving programs that support long-term financial sustainability.
From a day-to-day standpoint, this is a commercial, inside sales role grounded in education, credibility, and relationship-building. You will own a defined territory, engage directly with nonprofit leaders, and guide them through a consultative sales process that often unfolds over multiple conversations.
You will also represent the company in the market through conferences, webinars, and industry events—acting as a thoughtful ambassador for both the company and the planned giving discipline.
What Makes This Role Distinct
Our clients' partner organizations are mission-driven nonprofits who value trust, clarity, and long-term impact. As a result, this is not a high-pressure, transactional sales environment.
Success in this role comes from:
This role rewards patience, preparation, and consistency.
Key Responsibilities
The role balances new business development (approximately 70%) with ongoing account support (approximately 30%).
The Core Capabilities That Matter Most
While success in this role draws on many skills, the following five capabilities consistently separate strong performers from average ones.
1. Consultative Selling & Relationship Building
The ability to guide nonprofit leaders through thoughtful, multi-step decisions. This role favors professionals who build trust, listen carefully, and remain engaged throughout the process rather than relying on pressure-based tactics.
2. Intellectual Curiosity & Learning Agility
Planned giving is nuanced and evolving. Strong performers enjoy learning, synthesizing information, and translating complexity into clear, practical guidance for clients.
3. Professional Presence & Communication
Whether presenting at a conference, leading a webinar, or speaking one-on-one with an executive, credibility matters. This role rewards calm confidence, clarity, and the ability to educate without posturing.
4. Sales Ownership & Personal Accountability
This is a revenue-generating role. Successful candidates take ownership of their territory, pipeline, and follow-through, managing their work with discipline and integrity rather than relying on close supervision.
5. Values Alignment & Integrity
Our client’s culture is built on trust, long tenure, and respect for nonprofit missions. The strongest hires demonstrate humility, consistency, and a genuine service orientation.
The Ideal Profile
This role is well-suited for someone with 3–6 years of professional sales experience who is ready to grow into a more consultative, trusted-advisor style of selling.
Relevant backgrounds include:
Planned giving experience is not required on day one. Commitment to learning it is.
Compensation & Structure