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Excellence in Giving is a full-service philanthropic advisory firm founded on Christian principles. We help ultra-high-net-worth donors set and achieve their charitable giving goals with customized strategy and careful stewardship. Our clients give with clarity, see measurable impact, and experience the joy of generosity.
Position Summary: The Research Sales and Operations Advisor grows the reach of the Excellence in Giving nonprofit database by introducing nonprofits, ministries, and churches to its value and closing new membership sales. The role also owns the delivery side of every sale, carrying each engagement from first conversation through final delivery.
Division: Research Status: Full-time
Reports to: Founder & CEO Start Date: January 1, 2027
Location: Hybrid, Dallas-Fort Worth area Travel: Local meetings; periodic team gatherings Compensation
  • Base salary: Competitive, with room to grow as responsibilities expand
  • Commission: 15% to 20%, uncapped, paid monthly on new sales and renewals
  • Benefits: employer 401(k) 6% match on total compensation, unlimited PTO, health care reimbursement.
Key Responsibilities: Sales
  • Close at least 100 new paid nonprofit membership sales per year, using qualified leads partially supplied by the firm.
  • Meet with nonprofits, ministries, and churches, and present the value of the Excellence in Giving database and associated Seal of Transparency.
  • Sell database subscriptions to churches, foundations, and other organizations that use the database to research their giving.
  • Secure renewals with existing nonprofits and subscribers, and gather testimonials that show why the database matters. Operations and Quality
  • Follow each sale through to completion: track the Analytics Form review with the Researcher, quality-check the results, deliver the finalized form to the nonprofit, prepare the Bullet Point Evaluation (BPE), and publish to the database.
  • Maintain database integrity and accuracy in Salesforce CRM.
  • Work closely with the Researcher to keep production moving at the pace of new sales.
Who You Are: You love to sell, and you are motivated by the upside that comes from closing. You pick up the phone with confidence, and ten people saying no only makes you more excited about the one who says yes. You set your own goals, book your own appointments, and follow through until the work is delivered. You believe that transparency and accountability strengthen ministry, and you want to sell a product you can stand behind. Above all, you see this work as a calling to serve nonprofits and the donors who support them.
Qualifications: Required· Demonstrated sales experience and a clear understanding of the full sales cycle.· Self-starter who is motivated by goals and comfortable with a commission-driven role.· Organized, with strong attention to detail and quality control.· Ability to read nonprofit financial statements and Form 990s.· Comfort using AI tools such as Claude in daily work.· Bachelor’s degree or equivalent experience. Preferred· Experience selling subscriptions or services· Working knowledge of Salesforce CRM· Involvement with faith-based nonprofits Excellence in Giving is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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