Copy of Business Development Officer in Pittsford, New York at Three+One

About three+one

three+one® provides liquidity and treasury solutions to public entities, including municipalities, counties, school districts, authorities, higher education institutions (public and private), and nonprofit organizations. We serve as a liquidity data partner that helps simplify cash, banking, and investment decisions so our clients can confidently maximize the value of their cash. Our technology and partnership empowers entities to make data-driven financial decisions. We uncover new sources of income and savings for entities looking to innovate and identify new resources for our clients by identifying all cash as a revenue-generating asset. On average, our work leads to 30% more earnings and 73% more cash being invested confidently. Our core services include:

● cashVest®, a platform for liquidity monitoring and forecasting,

● rfpPrep®, a digital tool to streamline banking and investment procurement, and

● muniBank, a banking fee benchmarking solution. Additional tools are currently in development.

Role Summary

We’re seeking a driven sales professional to help grow one of the nation’s fastest-growing public sector fintech firms. As a Business Development Officer (BDO), you’ll be instrumental in expanding our national footprint across Ohio, Illinois, Idaho, and Michigan, building relationships and introducing our solutions to leaders in public sector and higher education finance. You’ll collaborate with a supportive team while owning your sales pipeline—developing new opportunities, strengthening client relationships, and driving platform adoption. This role is ideal for a self-motivated, goal-oriented individual who thrives on helping clients succeed.

This position with report to the Chief Revenue Officer (CRO) and will be based out of Rochester, NY office. Travel is expected to be up to 25%.

Responsibilities

As a BDO, you will:

• Lead outreach, discovery calls, product demos, and presentations with C-suite executives at public sector and higher education institutions.
• Build and manage a strong sales pipeline by identifying target markets, analyzing public financial data, and executing strategic follow-ups using our Value Selling methodology.
• Develop trusted relationships through meaningful conversations to uncover client goals and align them with our solutions.
• Identify and pursue new business opportunities across counties, cities, school districts, and colleges/universities.
• Consistently meet or exceed performance metrics related to prospecting, outreach, and engagement.
• Provide regular updates on sales activity and pipeline progress to company leadership.
• Maintain accurate, timely records of all activities in our CRM system.
• Monitor industry trends to stay informed and add value to client interactions.
• Support contract development and assist in negotiations (with leadership support).
• Manage all aspects of conference participation—from planning and engagement to post-event follow-up—to maximize results.

Qualifications

• Bachelor’s degree plus three (3) – five (5) years’ work experience; Master’s preferred.
• Minimum one (1) – three (3) years of relevant sales experience.
• Familiarity with local government or higher education sectors.
• Demonstrated experience in public finance, treasury management, or administrative operations is a strong advantage.
• Demonstrated success in closing business by aligning solutions to client needs; familiarity with value-based selling methodologies (e.g., Value Selling Framework).
• Proven ability to drive sales results through effective prospecting, territory management, and strategic sales planning.

Additional Skills and Abilities

• Proficient in Microsoft Excel and the full Microsoft Office Suite.
• Comfortable using Google Workspace (Gmail, Drive, Calendar, etc.).
• Strong presentation and communication skills with the ability to simplify complex financial concepts for diverse audiences.
• Highly professional and trustworthy, with a commitment to integrity and discretion when handling sensitive client information and proprietary systems.
• Exceptional attention to detail, time management, and the ability to manage multiple priorities independently.
• Growth-oriented mindset with the ability to accept and act on feedback constructively.
• Comfortable working in a fast-paced, evolving environment with minimal supervision.
• Eager to learn, results-driven, and adaptable in a fast-paced environment.

Application Timeline We anticipate the application window for this internal opening will close on: May 14th, 2026. If necessary, an external posting will commence on May 15th. Submission does not guarantee selection, and three+one reserves the right to modify or cancel the hiring process at any time.

Only shortlisted candidates will be contacted. We’ll retain all applications for future consideration.

Benefits Overview

At three+one, we invest in our team’s health, well-being, and growth - offering competitive pay and a flexible benefits package that supports employees and their families at every stage.

Full-time Employment Opportunities include:

● Competitive salary and benefits (Health, Dental, Vision, Basic Life, SDBL)

● 401K Plan

● Flexible PTO, sick leave, and paid holidays

● Cell phone reimbursement

Benefits offerings may vary by location and employment status.

Equal Opportunity & Fair Chance Hiring

three+one is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by applicable law.

Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws, including the California Fair Chance Act.

ADA Accommodation Statement
three+one is committed to providing reasonable accommodations throughout the hiring process. If you require an accommodation, please indicate this in your application or reach out through our general contact form.