About D.A. Carlin and Company
D.A. Carlin and Company is a mission-driven advisory firm that helps financial institutions, governments, NGOs, and corporates navigate global change. We specialize in sustainable finance, ESG regulations, and climate risk and deliver bespoke training, advisory, and research services to support organizations in building capacity and meeting regulatory and market expectations.
Role Overview
We are seeking a proactive and commercially focused Sales Associate to drive business development and client engagement. This role is centered on managing and converting leads, maintaining a strong CRM pipeline, and identifying new opportunities.
You will work closely with the CEO to ensure consistent follow-up with prospects, develop client relationships, and support the growth of the firm.
Key Responsibilities
Sales and Pipeline Management
· Own and manage the CRM, ensuring all leads are tracked, updated, and actively progressed
· Drive consistent follow-up with prospects to move opportunities forward
· Grow a clear pipeline of active and potential clients
Client Acquisition and Conversion
· Support and participate in sales calls, helping to position the firm’s services
· Prepare tailored follow-ups, proposals, and outreach messages
· Build and maintain relationships with prospective clients
· Identify and reach out to new target clients and partners
· Support LinkedIn and email outreach campaigns
· Spot opportunities from market developments, events, and networks
Sales Operations
· Prepare meeting notes and track next steps
· Support proposal development and coordination
Required Skills and Experience
· Strong organizational skills and ability to manage a sales pipeline
· Experience with outreach, follow-ups, and client-facing communication
· Direct sales experience
· Proactive, persistent, and commercially minded
· Excellent written and verbal communication skills
· Experience with CRM systems
These skills would be a plus:
· Experience in consulting, financial services, or sustainability
· Familiarity with LinkedIn outreach and sales messaging
· Exposure to proposal development or client pitching
Why This Role is a Great Opportunity
This is a unique opportunity to work directly with a leader in sustainable finance on projects with global institutions, while also supporting the growth of a dynamic firm. You will gain:
· Direct exposure to client conversations and deal flow
· Opportunity to play a central role in scaling a growing firm
· High level of ownership and visibility
· Clear link between performance and progression.
…