Business Development Associate

The Business Development Associate role at CASO Document Management supports the President in driving company sales efforts. The position focuses on identifying growth opportunities, building client relationships, and guiding prospects through the sales process from first contact to close.

Role Overview

Working closely with senior leadership, you will prospect for new business, qualify opportunities, coordinate meetings and presentations, and maintain disciplined follow-up. You will also help support proposals, pricing, and sales materials while tracking each opportunity through the full pipeline.

Key Responsibilities

• Collaborate with the President on day-to-day sales and business development activities.
• Identify and develop new business opportunities using prospecting, research, outreach, and networking.
• Make initial contact with prospective business clients and qualify opportunities.
• Schedule and attend client and prospect meetings and presentations.
• Visit client and prospect sites as needed.
• Maintain consistent follow-up throughout the sales cycle.
• Track opportunities from initial prospecting through meetings, proposals, negotiations, and close.
• Assist with proposals, presentations, pricing, and sales materials.
• Coordinate with internal teams to support client opportunities and proposals.
• Build and maintain strong relationships with prospects and clients.
• Partner with the President on sales strategies, priorities, and target accounts.
• Identify opportunities to expand existing client relationships.
• Keep sales activity, opportunities, and follow-up organized and up to date.

Required Qualifications

• 2–5 years of B2B sales or business development experience.
• Bachelor’s degree required.
• Experience selling technology or IT-related products or services required.
• Experience selling to businesses, organizations, institutions, or government agencies, not primarily individual consumers.
• Experience managing opportunities through the full sales cycle.
• Strong client-facing communication, presentation, and interpersonal skills.
• Comfortable speaking with clients, prospects, and decision-makers.
• Professional, personable, and confident in business conversations.
• Excellent organization and follow-up skills.
• Comfort with prospecting, outreach, and developing new business.
• Self-motivated, proactive, and able to manage multiple priorities.
• Comfortable working closely with senior leadership and company ownership.
• Willingness and ability to travel to client and prospect locations as needed.

Preferred Experience

• Experience selling document management, Enterprise Content Management (ECM), or related solutions.
• Experience selling digital transformation, document scanning and digital conversion, SaaS, or IT services.
• Experience in information management, workflow and business process solutions, or technology solutions for businesses, government agencies, healthcare organizations, or other institutions.

Compensation and Schedule

• Pay: $30.00 to $35.00 per hour
• Expected hours: 40.0 per week

Location

• New York, NY (onsite)
• Work location: In person

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Why This Role

This position offers direct partnership with senior leadership, with an opportunity to contribute to company growth. The work involves selling solutions designed to help organizations take control of information that can become overwhelming, inefficient, and difficult to manage.