Business Development Coordinator

Summary

TriVista is an award-winning operational management firm recognized for its collaborative culture. They are seeking a Business Development Coordinator to support sales pursuits, strengthen client relationships, and drive efficient business development activities, including managing proposals and CRM data.

Responsibilities

• 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
• Perform other duties and responsibilities as required, assigned, or requested?

Skills

• 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%)
• 4-year degree in Business or related field and/or combination of required education and experience
• Lean and/or Six Sigma Green Belt certification or ability to obtain upon hire

Qualifications

Must Haves

• 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%)
• 4-year degree in Business or related field and/or combination of required education and experience
• Lean and/or Six Sigma Green Belt certification or ability to obtain upon hire

Benefits

• Employees are eligible for performance bonuses and a comprehensive benefits package