B2B Business Development Officer - South Pittsburgh Region

United States·Moon Townshipmid

OtherBusiness Development Officer

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Overview

OBJECTIVE The B2B Business Development Officer (BDO) is responsible for driving membership growth, Clearview Partner Program development (also referred to as Select Employer Groups “SEG’s”),

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OtherBusiness Development Officer

OBJECTIVE

The B2B Business Development Officer (BDO) is responsible for driving membership growth, Clearview Partner Program development (also referred to as Select Employer Groups “SEG’s”), and consumer wallet share expansion within an assigned geographic territory supporting designated financial center locations.

This role serves as the primary owner of Clearview Partner Program relationships and is accountable for executing a disciplined business development strategy that generates new memberships, deepens existing relationships, and contributes to the overall growth objectives of the credit union.

The BDO operates as a strategic partner across the organization, collaborating closely with Financial Centers, Commercial Lending, Treasury Management, Marketing, and Community Impact teams to deliver comprehensive financial solutions to businesses and their employees.

Through proactive prospecting, relationship management, community engagement, and consultative selling, the BDO enhances the credit union’s visibility, strengthens employer partnerships, and drives sustainable growth across multiple business lines.

WORKING HOURS: Monday-Friday, generally 8:30am-5:00pm; evening and weekend hours based on departmental needs, event schedules, and/or networking functions.

MINIMUM QUALIFICATIONS

Bachelor’s degree in Business, Marketing, Communications, or related field preferred; equivalent experience considered
2+ years of outside sales, business development, or relationship management experience required (financial services preferred)
Proven ability to prospect, build pipelines, and close business relationships
Experience managing employer relationships, partnerships, or SEG-type programs preferred
Strong knowledge of consultative sales techniques and relationship-based selling

SKILLS & COMPETENCIES

Highly motivated, self-directed, and results-oriented
Strong interpersonal and relationship-building skills; approachable, relatable, and referable
Excellent communication, presentation, and negotiation skills
Ability to influence decision-makers and overcome objections
Strong organizational and time management skills with the ability to manage a territory effectively
Proficiency with CRM systems (e.g., Salesforce) and Microsoft Office
Ability to work independently with limited supervision while contributing to a collaborative team environment

ADDITIONAL REQUIREMENTS

Willingness to travel throughout assigned territory and surrounding financial center markets
Ability to attend networking and community events outside of standard business hours
Valid driver’s license and reliable transportation
Lift heavy (50lbs)

ESSENTIAL DUTIES AND RESPONSIBILITIES

Territory & Partner Ownership

Own and manage an assigned territory, aligning efforts with designated financial center locations and local market opportunities
Develop, maintain, and grow a portfolio of Clearview Partner Program relationships, serving as the primary relationship manager
Identify, prioritize, and onboard new partnerships to drive membership growth and product adoption
Establish and execute territory-based business development plans aligned with organizational goals

Business Development & Sales Execution

Prospect, develop, and manage a robust pipeline of business opportunities using CRM tools

Conduct regular outbound sales activities including cold calling, networking, referrals, and in-person visits
Deliver compelling presentations to business owners, HR leaders, and decision-makers to secure partnerships
Meet or exceed monthly and annual sales goals related to membership growth, product penetration, and relationship expansion
Drive consumer wallet shares by promoting relevant credit union products and services to partner employees

Relationship Management & Member Growth

Deepen relationships within assigned Clearview Partner Program partners to increase engagement, utilization, and retention
Coordinate on-site and virtual engagement opportunities including financial wellness seminars, onboarding sessions, and benefit enrollments for Partner Program organizations and their employees
Act as a trusted advisor to business partners by understanding their needs and aligning credit union solutions
Ensure high-quality onboarding experience and ongoing relationship support

Cross-Functional Collaboration

Partner with Financial Center teams to identify opportunities, support onboarding, and ensure seamless member experiences

Refer and collaborate with Commercial Lending and Treasury Management teams to support business client needs and revenue growth
Work with Community Impact and Marketing teams to enhance brand visibility and community presence
Act as a connector across business lines to maximize relationship value and organizational growth

Community Engagement & Brand Representation

Represent the credit union at local business events, networking groups, chambers of commerce, and community functions
Build and maintain Centers of Influence (COI) relationships (e.g., CPAs, attorneys, business leaders)
Promote financial literacy through workshops, seminars, and community outreach initiatives
Serve as a brand ambassador, reinforcing the credit union’s mission and value proposition

Sales Performance, Reporting & CRM Management

Meet or exceed established sales goals and performance metrics
Maintain accurate and up-to-date records of activities, pipeline, and relationships within CRM
Provide regular updates to leadership on territory performance, pipeline, and opportunities
Track Clearview Partner Program performance, engagement levels, and growth outcomes

Professional Development & Organizational Alignment

Maintain knowledge of credit union products, services, and industry trends
Ensure compliance with all regulatory requirements and organizational policies
Participate in training, team meetings, and strategic initiatives
Support departmental and organizational projects assigned

Clearview is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity and/or expression, age, disability, genetic information, familial status, military status, or any other characteristic protected by applicable federal, state, or local law. This commitment applies to all employment practices, including recruitment, hiring, promotion, compensation, benefits, training, and termination. We provide reasonable accommodations as required by law