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Customer Development Associate Jobs in Arizona (NOW HIRING)

Business Development

Tempe, AZ ยท On-site

$43K - $59K/yr

Description Business Development Associate This position is responsible for the development and ... Develop and coordinate new strategic customer sales and relationships through the generation of new ...

... Development Associate. We are looking for enthusiastic, highly motivated candidates who want to drive sales while providing exceptional customer service. The primary responsibilities will be to ...

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Customer Development Associate information

What does a development associate do?

A Customer Development Associate is responsible for building relationships with clients, identifying sales opportunities, and supporting the growth of a company's customer base. They often analyze market trends, assist with product presentations, and use CRM tools to track customer interactions. Strong communication skills and knowledge of sales strategies are essential for this role.

What are some typical challenges a Customer Development Associate might face when working with cross-functional teams?

Customer Development Associates frequently collaborate with departments such as sales, marketing, and product development. One common challenge is aligning customer feedback and insights with the priorities of other teams, which may have different goals or timelines. Effective communication and negotiation skills are essential to ensure that customer needs are accurately represented while respecting each team's objectives. Building strong relationships and maintaining transparency can help overcome these hurdles and drive successful outcomes for both customers and the organization.

What does a client development associate do?

A client development associate is responsible for building and maintaining relationships with clients to promote business growth. They identify client needs, provide solutions, and support account management, often using CRM tools. Strong communication and sales skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Customer Development Associate, and why are they important?

To thrive as a Customer Development Associate, you need strong sales acumen, relationship-building skills, and a relevant degree or experience in business or marketing. Familiarity with CRM software, sales analytics tools, and proficiency in Microsoft Office are typically required. Outstanding communication, problem-solving, and adaptability distinguish top performers in this role. These skills and qualities are crucial for effectively identifying customer needs, building long-term partnerships, and driving business growth.

What is a Customer Development Associate?

A Customer Development Associate is a professional responsible for building and maintaining relationships with clients to drive business growth. They often identify new business opportunities, understand customer needs, and collaborate with sales and marketing teams to ensure customer satisfaction. Their role may also include gathering feedback, conducting market research, and helping to develop strategies for customer retention. This position is essential for companies aiming to improve their customer base and strengthen client loyalty.

What is the difference between Customer Development Associate vs Sales Representative?

AspectCustomer Development AssociateSales Representative
Primary FocusIdentifying customer needs, building relationships, and supporting product adoptionClosing sales, generating revenue, and acquiring new customers
Required SkillsCustomer service, communication, product knowledgePersuasion, negotiation, sales techniques
Work EnvironmentCustomer-facing, often in teams or support rolesField or office-based, direct sales interactions
Common CertificationsNone specific, often related to customer service or industry knowledgeSales certifications like Certified Professional Sales Person (CPSP)

The Customer Development Associate and Sales Representative roles both operate within the sales and customer engagement industry. While the Associate focuses on nurturing customer relationships and understanding needs, the Sales Representative primarily aims to close deals and drive revenue. Both roles require strong communication skills, but their core objectives differ, making them complementary in a sales-driven organization.

What is a customer development role?

A customer development role involves identifying and understanding customer needs, building relationships, and gathering feedback to help improve products or services. It often requires strong communication skills, market research, and the ability to analyze customer data to support business growth.

What is a customer associate's job description?

A Customer Development Associate is responsible for building relationships with clients, understanding their needs, and promoting products or services to increase sales. They often conduct market research, assist with customer inquiries, and support sales strategies using tools like CRM software. Strong communication skills and product knowledge are essential for success in this role.
What cities in Arizona are hiring for Customer Development Associate jobs? Cities in Arizona with the most Customer Development Associate job openings:
Associate Director, Business Development (BridgePort)

Associate Director, Business Development (BridgePort)

Cambridge Investment Research, Inc.

Phoenix, AZ โ€ข On-site

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 5 days ago


Job description

Job Summary
The Associate Director of Business Development plays a key role in supporting and executing Bridgeport's acquisition growth strategy within the the Fee Only RIA marketplace . Reporting to the SVP of Business Development (BridgePort), this individual is responsible for supporting the sourcing, screening, and managing M&A opportunities while helping lead the seamless integration of acquired RIAs. The ideal candidate is a relationship-driven, highly organized professional with a deep understanding of the financial services landscape and a passion for strategic growth.
Key Deliverables and Responsibilities
  • Identify and develop potential acquisition leads in the Fee Only RIA and marketplace through proactive outreach, referrals, and industry networking
  • Evaluate prospective RIAs by conducting professional screening and initial due diligence to assess alignment with BridgePort's strategic goals
  • Build and maintain strong relationships with key decision-makers, industry influencers, and financial professionals to support long-term growth opportunities
  • Represent Bridgeport at industry conferences and events to promote brand visibility and develop acquisition pipelines
  • Host Home Office Visits for acquisition prospects to provide an exceptional, informative and relationship experience
  • Drive enterprise alignment with internal functions and acquired RIAs to support a smooth, coordinated integration and an effective onboarding strategy
  • Serve as a liaison between acquisitions, conversion teams, and key departments to ensure alignment and timely resolution of integration needs
  • Support the daily execution of the BridgePort business development strategy and contribute to plans that drive growth, revenue, and market expansion
  • Monitor and share industry trends, competitive activity, and relevant market intel with internal stakeholders
  • Maintain accurate acquisition records in CRM, including notes, documentation, lead tracking, and follow-up actions
  • Prepare reports and updates for leadership related to pipeline status, integration milestones, and strategic insights

What We Are Looking For
The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with Mergers & Acquisitions (M&A), corporate development, recruiting, and/or business strategy within the retail RIA or wealth management business channels.
Salary Range: $70,000 - $90,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate's qualifications, the company's operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.
Recruiting Agencies: This position is being managed directly by Cambridge's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
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