The Financial Clinic

Job Description: Assistant Director of Business Development

After fourteen years, The Financial Clinic has demonstrated a gold standard model for building financial security for working poor families. A high-performing organization with a focus on results, the Clinic has put over $89 million back in the pockets of nearly 50,000 customers, supported more than 400 organizations in 42 states to embed financial security actions into their program models, and successfully launched several policy campaigns in support of working poor families.

The revolutionary online platform that significantly improves service to America s working poor, Change Machine contains all the tools and resources practitioners need to address their customers underlying financial insecurity. Built by practitioners for practitioners, Change Machine offers unprecedented opportunities to dramatically increasing the impact of financial coaching. Built as a Salesforce App, Change Machine provides a single platform where practitioners can learn best financial coaching practices; access all the tools and worksheets they need to coach their customers; connect with a professional social network specifically designed for the field to share best practices; and utilize strong data management to track customer progress and measure their impact.

Description of the Role

The Financial Clinic is seeking an Assistant Director of Business Development to build and manage relationships with nonprofit partners. The primary responsibility of the Assistant Director of Business Development will be to grow The Financial Clinic s nonprofit client base as we work toward making Change Machine a successful and sustainable social enterprise. The Assistant Director will advance the Clinic s lead generation and field penetration strategies and will maintain a pipeline of high value capacity building and Change Machine sales. Additionally, the Assistant Director will support the Business Development Manager to maintain the Change Machine sales pipeline to meet team-based revenue targets. The Assistant Director should be ready to play an important role in generating high growth for Change Machine product over the next five years.

An ideal candidate will possess financial security and nonprofit field knowledge, have extensive experience building and managing partnerships, and have experience scoping and managing fee for service contracts in the nonprofit sector. Some experience in social enterprise or SaaS product sales is highly preferred. The Assistant Director should be comfortable with aggressive revenue targets and a fast-paced work environment.

Finally, exceptional candidates will have a passion for social enterprise and financial security building, and have an understanding of the nonprofit practitioner experience, especially in how financial coaching can enhance the mission and outcomes of traditional nonprofit services.

Core Responsibilities

  • Partnership Management
    • Support the Director of Business Development to create and implement a strategy to engage nonprofit networks and intermediaries as Strategic Partners
    • Create and manage annual partnership action plans with Strategic Partners to generate new Change Machine content and share Financial Clinic expertise with Strategic Partners networks or memberships
    • Represent the Clinic at conferences and events
  • Business Development
    • Research potential target markets for Change Machine
    • Design marketing and outreach activities for lead generation, including activities coordinated through Strategic Partners
    • Maintain a pipeline of high value sales prospects, to build our client base and achieve quarterly and annual revenue targets
    • Work closely with the Director of Business Development and the Business Development Manager to implement a collaborative, team-based approach to sales strategy and development of sales skills across the team



  • Bachelor s degree is required
  • Five years minimum of nonprofit partnership management experience is required
  • One to three years of sales experience is highly desirable
  • Demonstrated commitment to nonprofits is required; Experience working in direct services or in a nonprofit environment is highly desirable, with experience in financial security preferred
  • Excellent written and verbal communication skills required
  • Proficiency in Microsoft Office, Excel, and Powerpoint required; Experience in Salesforce, Asana helpful

Candidates should be:

  • Motivated by aggressive performance metrics
  • Able to communicate clearly and effectively to solve problems
  • Self-starting, with the ability to work independently but with the judgment to know when to seek guidance
  • Able to work in an environment where feedback is given regularly and able to incorporate feedback toward continually improving skills and adjusting their approach
  • Excited to build positive team spirit
  • Flexible and adaptable to meet the demands of a dynamic, fast-paced environment



Candidates will ideally be based in New York (Brooklyn) or Detroit, though the Clinic will consider allowing remote based work from other locations.


This is an outstanding leadership opportunity for a motivated professional to join a fast-growing, highly respected organization. We are seeking an individual of outstanding quality with an eagerness to collaborate and the ability to deliver. The Clinic offers a competitive compensation package, including:

  • Salary: A minimum of $65,000.
  • Excellent benefit package: includes medical, dental, life, 401(k), transportation subsidy and more.
  • Ample vacation time: four weeks of paid vacation accumulated during the year plus 12 federal holidays.
  • First Fridays: work from home every first Friday of the month.
  • Work-life balance: if the generous vacation time and First Fridays haven't convinced you, let us assure you that we are serious about work-life balance.
  • Fun work environment: we work out of a beautifully designed open workspace that promotes team building. We schedule monthly socials and have been known to throw surprise parties.

The anticipated start date is October 1, 2019. Interviews will be done on an ongoing basis.

Associated topics: analyst, b2c, business intelligence, business planning, channel partner, mba, retail, strategic, territory sales, transaction

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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