{"id":1601518,"url":"https://alion.io/job/ultimus-fund-solutions-associate-business-development","title":"Associate, Business Development","company":{"id":7039,"name":"Ultimus Fund Solutions","domain":"ultimusfundsolutions.com","url":"https://alion.io/company/ultimus-fund-solutions","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":88,"open_postings":4,"ghost_share":0,"stale_share":0.5,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Columbus, United States","Cincinnati, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-09-16T04:00:00Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-30T04:50:26Z","board_verified":true,"closed_at":null,"days_open":44,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":44},"description":"SUMMARY\nThe Associate, Business Development is responsible for supporting the firm’s growth by assisting senior sales professionals throughout the business development lifecycle. Additionally, this role is responsible for coordinating sales activities, managing follow-ups, preparing proposals and presentations, participating in client calls and meetings, and maintaining accurate data in the CRM system. This role will gain exposure to the firm’s fund administration and fund accounting solutions, learning the end-to-end sales process, and collaborating closely with sales professionals, operations, and support teams.\n\nKEY ACCOUNTABILITIES\nAssists senior sales personnel in managing and advancing business development opportunities.\nCoordinates and schedules sales meetings, calls, and follow-ups with prospective clients.\nParticipates in prospect calls, meetings, and internal discussions to learn about the sales process and client needs.\nPrepares and helps assemble proposals, presentations, NDAs, contracts, RFPs, questionnaires, and other sales materials.\nEnter and maintain accurate data in the sales CRM system; generate and run standard reports as needed.\nSupport the preparation and submission of status reports and sales activity updates.\nCollaborates with Sales Support and Operations teams to ensure smooth progression of deals through the sales lifecycle.\nLearns and maintains a working knowledge of the firm’s fund administration and fund accounting services, as well as industry trends.\nAssists with competitive research and gathers information on industry peers as directed.\nParticipates in select marketing and networking events, conferences, and meetings as appropriate.\nContributes ideas for process improvements and support ad hoc projects as assigned.\nContinually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities.\nAfter tenure will lead deals in collaboration with sales leadership.\nWORKING RELATIONSHIPS\nServes as a resource to members of the team, in addition to Senior Management, providing additional support as needed.\nContact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements.\nContact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.\nMay perform other duties as required and assigned.\n\nEDUCATION AND EXPERIENCE\nBachelor’s degree, or equivalent combination of education and work experience.\n0-4 years of experience in the fund administration services industry.\nEquivalent education and experience will be considered.\nKNOWLEDGE\nCRM software, such as Salesforce.\nMicrosoft Office Suite.\nAdobe Acrobat.\nSKILLS AND ABILITIES\nAbility to multi-task between different tasks, clients, and internal demands throughout the day.\nExcellent client service skills with an aptitude to understand the clients’ business and maintain strong client relationships.\nDemonstrates sound research, interpretive and problem-solving abilities.\nComputer and technical skills.\nEagerness to learn about the sales process, the firm’s services, and the broader industry.\nTroubleshoots issues utilizing creative and critical thinking skills.\nMultitasking, analytical, and organizational skills.\nInitiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.\nDemonstrates personal integrity, responsibility, and accountability.\nEffectively uses resources such as time and information in conjunction with associates.\nParticipates in solving problems and making decisions.\nPresents and expresses ideas and information, written and oral, clearly, and concisely.\nActively listens to others to achieve understanding and supports an open exchange of ideas and information.\nIdentifies needs, arranges for, and obtains resources to accomplish individual and department goals.\nEstablishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.\nModifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures 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