Business Development Operations and Pipeline Lead

Core Mission

Drive CFS’s growth by building a scalable outbound sales function. This role is responsible for generating and qualifying leads while developing and optimizing processes, systems, and analytics tools (especially Salesforce + AI workflows) that support long-term business development success. This position reports directly to the COO.

Key Responsibilities

Lead Generation & Pipeline Building

• Outbound Prospecting: Identify and research venture-backed climate companies. Execute multi-channel outreach (email, LinkedIn, calls).
• Lead Qualification: Engage potential clients, assess fit, and transition qualified leads to senior team members.
• Pipeline Management: Maintain a steady flow of new opportunities through consistent prospecting and follow-ups.

Sales Operations & Systems

• CRM Mastery: Set up, customize, and manage Salesforce as the central source of truth for pipeline and outreach data.
• AI-Powered Workflows: Implement AI tools (e.g., Salesforce AI, HubSpot AI, GPT-enabled sales assistants) to automate lead scoring, email sequences, and follow-ups.
• Performance Dashboards: Build real-time dashboards to track outreach activity, pipeline velocity, and conversion rates.
• Process Development: Design scalable outbound processes, including playbooks for lead research, outreach templates, and handoff protocols.

Data & Insights

• Lead Source Analysis: Track outreach sources and strategies to determine the best-qualified leads.
• Conversion Tracking: Monitor lead progression from outreach to deal closure, identifying bottlenecks and optimizing the process.
• Forecasting & Reporting: Provide data-backed insights on pipeline health, expected deal flow, and performance against targets.

Why Join Us Now?

We are transparent about our current stage: no formal marketing team, no dedicated sales team (yet), and a tech stack that needs modernization. However, we have a proven track record of delivering exceptional results for clients, a strong referral network, and leadership invested in sustainable scaling. If you thrive in building systems from scratch and collaborating closely with leadership, this role is perfect for you.

Ideal Candidate Profile

• Salesforce Power User: Hands-on experience customizing and optimizing Salesforce (or similar CRMs) for prospecting, lead tracking, and reporting.
• Process Architect: Ability to design outbound sales processes and iterate based on performance data.
• Tech-Savvy: Comfortable testing and integrating AI-powered sales tools (e.g., Mixmax, Clay, Salesforce Einstein, ChatGPT-based prospecting assistants).
• Hunter DNA: Energized by outbound outreach and pipeline-building, willing to personally execute while developing scalable systems.
• Analytical Thinker: Skilled at using data to refine outreach strategy and present clear performance insights.

Potential Backgrounds

• Sales Ops + SDR Hybrid: An SDR who transitioned into sales operations, combining outreach experience with CRM and process mastery.
• RevOps Specialist (Early-Stage Startup): A revenue operations professional experienced in supporting business development in lean, high-growth teams.
• BD Lead with Tech-Driven Approach: A business development professional who leverages automation, tooling, and data to drive efficiency.

Compensation

• Base Salary: $80,000 – $100,000 (based on experience and Salesforce/RevOps expertise).
• Performance Bonus: Based on lead volume, pipeline quality, and outreach-driven revenue milestones.
• Long-Term Growth: Opportunity to grow into a Head of BD Operations or Revenue Strategy Lead role as CFS scales.

Benefits

• 25 days PTO per year
• Remote work flexibility
• Partial coverage of health, dental, and vision insurance

Key Success Indicators (6-12 Months In)

• A fully functioning outbound pipeline with clear processes and metrics.
• CRM is the single source of truth—fully set up, accurate, and used consistently by the team.
• AI tools and automation reduce manual outreach work and improve lead quality.
• Dashboards provide visibility into outreach performance, pipeline health, and revenue forecasts.

Interview Process

1. Application (including video introduction): Submit a 5-minute (or less) video showcasing one of your most successful outbound campaigns (audience, messaging, GTM workflows, results) and why you’re a great fit for the role.
2. Introductory Call: 20-minute conversation with a member of the Business Development Operations team.
3. Assignment: Complete a take-home task to demonstrate your expertise in building GTM workflows and pipeline processes.
4. Final Interview: Panel discussion with the CEO and COO to assess fit and alignment with company goals, including presenting your completed assignment.
5. Offer!

Tagged as: Lead Generation, Lead Qualification, Pipeline Management, Sales Automation