Business Development Associate

CASO Document Management, Inc. helps organizations turn information overload into organized, accessible, secure digital information. We provide document scanning, digital conversion, document management, enterprise content management, workflow, and related technology solutions that help businesses work smarter and manage information more effectively.

Our clients trust us to tackle complex document and information challenges — from large-scale scanning and digital conversion projects to technology solutions that transform how organizations store, access, and manage critical information.

We’re looking for someone who wants to help bring those solutions to more organizations.

The Role

We are seeking a motivated and experienced Business Development Associate to work closely with the President, who also leads the company’s sales efforts.

This role will focus on identifying opportunities, developing new business relationships, initiating conversations with prospective clients, managing follow-up, and helping move opportunities through the sales process.

You should already know how to sell. You understand how to identify prospects, make the first connection, build relationships, manage follow-up, develop opportunities, and help move a deal toward a successful outcome.

This is not an entry-level sales training position. We are looking for someone with proven B2B sales experience who can step in, make an impact, and learn CASO’s solutions, market, and customers along the way.

What You'll Do

• Work closely with the President on day-to-day sales and business development activities.
• Identify and develop new business opportunities through prospecting, research, outreach, and networking.
• Make initial contact with prospective business clients and qualify opportunities.
• Schedule and participate in client and prospect meetings and presentations.
• Visit client and prospect sites as needed.
• Manage consistent follow-up throughout the sales process.
• 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.
• Work 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 current.

What You Bring

• 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.
• Comfortable 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.

Your Strengths

We're looking for someone who brings strong sales fundamentals to the table:

Prospecting — You know how to find the right prospects and start meaningful conversations.

Follow-Up — You stay organized, follow through, and keep opportunities moving.

Relationship Building — You can establish credibility with clients and develop strong, lasting business relationships.

Organization — You know where every opportunity stands and what needs to happen next.

Communication — You are comfortable speaking with clients and decision-makers and can clearly explain solutions and value.

Results-Oriented — You understand how to move an opportunity forward and work toward a successful outcome.

Experience That Gets Our Attention

Experience selling any of the following is a strong plus:

• Document management
• Enterprise Content Management (ECM)
• Digital transformation
• Document scanning and digital conversion
• SaaS
• IT services
• Information management
• Workflow and business process solutions
• Technology solutions for businesses, government agencies, healthcare organizations, or other institutions

Why CASO?

At CASO, you're not joining a large sales organization where you're just another name on a spreadsheet. You'll work directly with senior leadership and have a real opportunity to contribute to the company's growth.

You'll be selling solutions that solve real business problems — helping organizations take control of information that can otherwise become overwhelming, inefficient, and difficult to manage.

If you know how to sell, enjoy working with clients, and are ready to play an important role in our continued growth, we'd like to meet you.

Pay: $30.00 - $35.00 per hour

Expected hours: 40.0 per week

Benefits:

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

Work Location: In person