Business Development Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist Business Development and Practice Leadership in preparing for client meetings by gathering and creating sales materials, which include capability decks, proposal drafts, statements of work (SOWs), and redacted reports.

• Coordinate the internal team's responses to RFPs and proposals.

• Ensure that sales materials adhere to the firm's branding, confidentiality, and document retention standards.

• Support the processing of NDAs, signature workflows, and other administrative tasks to facilitate the progression of opportunities through the pipeline.

• Maintain accurate and up-to-date information in the CRM system, encompassing contacts, accounts, opportunities, projects, and project closure.

• Manage repositories and version control for proposal content, boilerplate language, pricing tools, and reusable sales materials while following document retention protocols.

• Collaborate with the Salesforce Administrator to create and enhance CRM dashboards, reports, and analyses to track KPIs such as win rates, pipeline velocity, and outreach opportunities.

• Facilitate client gifts and recognition initiatives.

• Develop, document, and enhance business development and sales support processes.

• Conduct research on clients, prospects, industries, and decision-makers, preparing background materials to assist in business development meetings and outreach efforts.

• Partner with the Business Development Associate to support outreach (emails & calls), follow-up communications, scheduling of discovery calls and sales meetings, and CRM maintenance.

• Organize meetings and video calls for Business Development and Practice Leadership with clients and prospects, while tracking outreach activities and key accounts in the CRM system.

• Maintain and organize the current versions of sales collateral and business development materials (library with version control).

• Support Business Development Leadership in preparing and executing key account planning initiatives.

• Track significant market activities from target clients and competitors, including announcements related to deal closures or corporate mergers/divestitures.

• Assist in onboarding and training new employees on CRM and business development tools and processes.

⛳️ Requirements

• A minimum of 5 years of experience in sales, sales operations, or marketing, preferably in a B2B professional services environment.

• Understanding and proficiency in the following software: MS Office Suite, CRM (Salesforce preferred).

• Intermediate experience and proficiency with Excel (including macros, pivot tables, etc.).

• Intermediate experience and proficiency in creating PowerPoint presentations.

• At least 1 year of experience and proficiency with marketing automation software (HubSpot preferred).

• High comfort level with cold calling and experience in crafting and tracking tailored cold and warm email outreach to executive-level prospects.

• Proven experience coordinating responses to RFPs/RFIs/proposals.

• Familiarity with utilizing AI for increased efficiency and productivity.

• Exceptional project management skills, including the creation and maintenance of account plans, with a focus on milestones and targets.

• Strong attention to detail, including meticulous record-keeping regarding all sales activities and CRM data (e.g., contacts’ role/company/location).

• Strategic thinking ability regarding business challenges and the capacity to build and communicate compelling customer value propositions/messaging.

• Capability to manage multiple tasks and activities simultaneously, with flexibility to re-prioritize as necessary.

• Strong business acumen and a keen interest in understanding the nuances of technical consulting engagements.

• Excellent verbal and written communication skills.

• Highly organized, with a passionate focus on detail and accuracy, process-oriented, and able to balance multiple priorities while taking direction from various stakeholders.

• Proven ability to meet tight deadlines and willingness to work flexible or extended hours as needed.

• Self-motivated with a strong initiative and drive to complete assignments punctually and with exceptional quality.

• Authorized to work in the US on a full-time basis.

• Willingness to travel as required (up to 10%).

🏝️ Benefits

• Performance bonuses.

• Comprehensive benefits package.