Operations & Technology Consultants
Business Development Coordinator
Location
United States
Posted
11 days ago
Salary
$80K - $90K / year
Seniority
Senior
Job Description
Business Development Coordinator
TriVista
• support Business Development and Practice Leadership in preparing for client meetings by assembling and creating sales materials, including capability decks, proposal drafts, and statements of work (SOWs), and redacted reports • coordinate internal team’s responses to RFPs and proposals • ensure sales materials comply with firm branding, confidentiality, and document retention standards • support NDA processing, signature workflows, and other administrative activities to help move opportunities through the pipeline • maintain accurate and up-to-date data within the CRM system, including contacts, accounts, opportunities, and projects, and project close out • manage repositories and version controls for proposal content, boilerplate language, pricing tools, and reusable sales materials and follow document retention processes • collaborate with Salesforce Administrator to create and refine CRM dashboards, reports, and analysis to monitor KPIs such as win rates, pipeline velocity, cross-sell, outreach opportunities • facilitate client gifts and recognition activities • create, document, and improve business development and sales support processes • research clients, prospects, industries, and decision-makers, and prepare background materials to support business development meetings and outreach efforts • partner with the Business Development Associate to support outreach (emails & calls), follow-up communications, and scheduling of discovery calls and sales meetings, and supporting CRM maintenance • coordinate meetings and video calls for Business Development and Practice Leadership with clients and prospects, while tracking outreach activity and key accounts in the CRM system • maintain and organize current versions of sales collateral and business development materials (library with version control) • support Business Development Leadership in the preparation and execution of key account planning initiatives • track key market activities from target clients and competitors including announcements of deals closures or corporate mergers/divestitures • assist with onboarding and training new employees on CRM and business development tools and processes
Job Requirements
- 5+ years of experience in sales, sales operations, or marketing, ideally in a B2B professional services environment
- Understanding and proficiency using the following software: MS Office Suite, CRM (Salesforce preferred)
- Intermediate experience and proficiency with Excel (macros, pivot tables, etc.)
- Intermediate experience and proficiency in developing PowerPoint presentations
- At least 1 year of experience and proficiency using marketing automation software (HubSpot preferred)
- High comfort level in cold calling and experience in crafting and tracking highly bespoke cold and warm e-mail outreach to executive level prospects
- Experience coordinating responses to RFPs/RFIs/proposals
- Experience using AI for efficiency and productivity
- Exceptional project management skills, including account plan creation and maintenance, and attentiveness to milestones and targets
- Close attention to detail, including careful record keeping regarding all sales activity and CRM data (e.g. contacts’ role/company/location)
- Ability to think strategically about business challenges, build and convey compelling customer value propositions/messaging preferred
- Ability to work on multiple tasks and activities at once and flexibility to re-prioritize
- Strong business acumen and interest in understanding the details of technical consulting engagements
- Excellent verbal and written communication skills
- Highly organized, passionate attention to detail and accuracy, process oriented, and able to balance multiple priorities and take direction from multiple people
- Proven ability to meet demanding deadlines and work flex or extended hours when needed
- Self-motivated with high initiative and drive to complete assignments on time with exceptional quality
- Authorized to work in the US on a full-time basis
- Flexibility to travel as needed (up to 10%)
Benefits
- performance bonuses
- comprehensive benefits package
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