LiftFund · 1 day ago
Market Lead
LiftFund is a national nonprofit Community Development Financial Institution (CDFI) that expands access to capital for small businesses and strengthens local economies. The Market Lead is responsible for expanding LiftFund’s local presence, strengthening partnership networks, and generating a consistent pipeline of fundable small business borrowers in an assigned region.
CommunitiesConsultingFinancial ServicesNon Profit
Responsibilities
Build and maintain a targeted partner portfolio including chambers, business associations, anchor institutions, technical assistance providers, workforce and entrepreneurship networks, local nonprofits, and trusted community intermediaries
Execute a weekly outreach plan that generates meetings, introductions, and actionable next steps aligned to LiftFund priorities
Represent LiftFund professionally in partner meetings, community convenings, workshops, and ecosystem gatherings
Identify 'high-leverage connectors' who can drive both borrower referrals and reputational credibility
Generate qualified borrower pipeline through referral partners and targeted ecosystem outreach
Educate partners on LiftFund’s products, fit criteria, documentation expectations, and 'what happens next' borrower journey
Create repeatable referral pathways (not one-time referrals) by developing clear partner handoffs, readiness checklists, and recurring touchpoints
Track pipeline quality and readiness indicators; work with internal teams to reduce application friction and improve conversion
Support the Market President’s philanthropic and public-sector strategy through prospect research, meeting preparation, follow-up execution, and partner coordination
Help develop high-quality partner materials such as one-pagers, meeting briefs, impact snapshots, and draft concept outlines
Coordinate scheduling and logistics for external meetings with funders, public officials, and coalition partners, ensuring excellent follow-through and documentation
Support LiftFund’s presence in the region by attending and contributing to ecosystem forums, small business events, and stakeholder gatherings
Capture market intelligence in real time (emerging needs, partner dynamics, competitor activity, and opportunity signals) and translate it into recommendations for the Market President
Maintain accurate, timely CRM and partner pipeline documentation, including meeting notes, next steps, referral activity, and key contacts
Provide weekly progress updates to the Market President across: outreach activity, meetings held, pipeline generated, partner movement, and issues requiring escalation
Maintain partner and borrower referral dashboards (or structured trackers) that make progress measurable and visible
Coordinate with lending, intake, underwriting support, programs, and communications to ensure partners and borrowers receive consistent information and a strong experience
Escalate bottlenecks quickly and propose practical solutions that improve speed, clarity, and outcomes
Use AI tools to accelerate outreach planning, meeting preparation, stakeholder mapping, and draft creation of partner-facing materials
Apply strong judgment, confidentiality, and accuracy in all AI-supported workflows
Qualification
Required
Bachelor's degree preferred or equivalent professional experience
Five (5) years of experience in partnerships, community engagement, business development, economic development, nonprofit external relations, or related roles
Demonstrated ability to build relationships and generate measurable outcomes (referrals, pipeline, partnerships, program participation, or similar)
Strong written and verbal communication skills with professional presence in external meetings
High organizational discipline, follow-through, and comfort managing multiple priorities
Experience using CRM tools and structured trackers to manage outreach and pipeline
Ability to operate independently while staying tightly aligned to leadership priorities
Experience working in or alongside small business ecosystems (lending, entrepreneurship support, TA networks, chambers, workforce, or similar)
Familiarity with community development, CDFIs, CRA/community development banking, or mission-driven finance
Experience supporting proposals, sponsor deliverables, or partner reporting
Bilingual capability (market dependent)
Company
LiftFund
LiftFund is a community development financial institution that provides financial assistance to small businesses and entrepreneurs.
Funding
Current Stage
Growth StageTotal Funding
$13.47MKey Investors
Bank of AmericaCommunity Foundation of the Texas Hill CountryTexas Women’s Foundation
2025-09-24Grant· $0.1M
2025-09-24Debt Financing· $1M
2025-07-22Grant· $2.05M
Leadership Team
T
Thomas Clausen
President and CEO
Recent News
2026-01-09
EIN Presswire
2026-01-07
2025-10-23
Company data provided by crunchbase