Sales Development Representative - US Apprenticeship - Apprenticeship

This job is part of a fully funded apprenticeship with OpenClassrooms and is exclusively intended for candidates who wish to pursue an apprenticeship program with them.

About the role

At Nabity Business Advisors, we help business owners navigate the most important decisions they’ll ever make. For over 40 years, we’ve partnered with family-owned and closely held businesses, helping them grow, transition ownership, and prepare for long-term success. As our Marketing Coordinator, you’ll own the implementation and organization of our marketing and business development efforts, turning strategy into a consistent, well-run machine. In addition, you will provide administrative support for internal consultants and clients.

Responsibilities

• Marketing Execution:
  • Coordinate and hold accountable our outside marketing vendors (radio, digital, etc.).
  • Run our client/prospect follow-up system (CRM) so no relationship slips through the cracks.
  • Organize and maintain our referral-partner outreach (CPAs, attorneys, advisors).
  • Manage logistics for speaking engagements, hosted events, and roundtables.
  • Execute email and content follow-up sequences.
  • Automate processes to ensure consistency in marketing efforts.
• Project Management:
  • Help prepare and organize client applications and supporting paperwork to ensure files are complete and accurate.
  • Request and track needed documentation, follow up on outstanding items, and help keep projects moving forward.
  • Work closely with senior team members to ensure information is organized and up to date.
• Administrative Support:
  • Communicate with external partners and internal team members regarding applications, documentation, and next steps while maintaining accurate records within company systems.
  • Assist with document management, scheduling, follow-up communication, and day-to-day administrative support to help keep operations organized and moving efficiently.
• Team Support:
  • Participate in team meetings and assist with operational projects and follow-up tasks.
  • Occasionally support client meetings through preparation, note-taking, or follow-up communication.
  • Represent the firm professionally in both internal and external interactions.

Requirements

• Knowledge:
  • The ideal candidate brings a consistent and reliable work history, with prior experience supporting clients/consultants highly preferred.
  • Prior experience as a Marketing Specialist, Office Manager, Marketing Project Manager, or similar role.
• Skills:
  • Strong interpersonal skills and comfort communicating with vendors, clients, and internal team members.
  • Ability to manage multiple tasks accurately and with close attention to detail, while communicating clearly in both written and verbal formats.
  • Proficient in Microsoft Excel, PowerPoint, Outlook, Word, marketing campaigns, CRM systems, and related tools.
• Ability:
  • Success in this position depends on a proactive, solutions-oriented mindset and the ability to recognize when issues need escalation.
  • Candidates must be able to work independently while supporting broader team goals and maintain organized, accurate records within the firm’s systems and technology platforms.

Schedule

This position offers flexible scheduling with the option to set your own hours, operating Monday through Friday.

Benefits

• Generous paid time off.
• Retirement plan.

Final candidates will be subject to pre-employment screening, which may include a motor vehicle record check, criminal background check, credit history, and for positions requiring securities licensing, FINRA BrokerCheck and Form U4 review. A valid driver's license and clean driving record is required for this role.