Project Equity · 2 weeks ago
Senior Manager, Business Engagement
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $110K/yr
7+ years expProject Equity is dedicated to creating equitable communities through employee ownership transitions. The Senior Manager, Business Engagement will manage the sales cycle for advisory services related to business transitions, building relationships with business owners and facilitating the employee ownership process.
Non Profit
Responsibilities
Identify lead generation sources through ecosystem and event mapping in key regions
Develop strategic relationships with business networks, industry groups, business advisors and brokers to nurture opportunities for educational events and identify partnership and funding opportunities that promote employee ownership
Grow business owner lead generation through targeted outreach, campaigns with optimized messaging, and collaboration with Marketing and regional partners
Develop and refine lead generation and lead qualification through broker sites and other tools, cultivating relationships with business brokers
Conduct educational events targeted at business owners and advisors in order to generate EO transition leads
Act as a trusted advisor to business owners and brokers, helping to demystify the employee ownership process and showcasing its potential benefits for both selling owners and employees
Conduct financial analysis to understand a given business and their prospects for a successful fit to move forward with EO
Provide guidance for moving forward with Project Equity services or other appropriate next steps
Close sales of Feasibility and LOI’s as appropriate
Partner with peers and leadership to refine our sales and consultation process and resources
Engage in ongoing training to enhance consultation skills and knowledge of employee ownership models
Qualification
Required
Proven business services sales experience with small and lower middle market businesses
At least 7+ years of experience in sales, business development, or similar roles
Demonstrable background in corporate finance or business financial analysis
Proficiency in CRM platforms and outreach tools
Bachelor's degree in business, finance or related fields
Preferred
Background in transaction deal structuring is a plus
MBA is a plus
Familiarity with EO, business transitions, small business exit planning is a plus
Benefits
Medical (PPO, HSA, or HMO options where available), dental and vision coverage: employer covers 100% of employee premium and 30% for dependents
Dependent Care FSA
Basic Term Life, additional voluntary life for employee, spouse, and dependent children available
Short and long term disability
Voluntary Critical Illness, Accident, and Hospital Indemnity Insurance
Retirement 401K: A dollar for dollar employer match of the employee's contribution, up to 3% of gross wages and 50 cents on the dollar match for the next 1% (3.5% total match)
Employee Assistance Program
Generous holiday, vacation and sick leave
Holidays: 15 days annually, which includes 2 floating holidays
Vacation: 15 days (years 1 - 4) & 20 days (year 5+)
Sick: 10 days annually
Company
Project Equity
Project Equity is a national leader in the movement to harness employee ownership to maintain thriving local business communities
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$1.1MKey Investors
JP Morgan Chase
2024-11-01Grant· $1.1M
2019-08-26Grant
Leadership Team
Alison Lingane
Co-founder
Hilary Abell
Co-founder and Chief Policy & Impact Officer
Recent News
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