Business Development Coordinator

🕒 June 9

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TriVista

WebsiteLinkedInAll Job Openings

51 - 200 employees

🍽️ Food & Beverage

🏥 Healthcare

📦 Logistics

Food & Beverage • Healthcare • Logistics

TriVista is a leading management consulting firm recognized by Forbes as one of America’s Best Management Consulting Firms. It specializes in operations improvement, manufacturing excellence, continuous improvement, and supply chain optimization. TriVista also offers transaction advisory services, including due diligence, post-merger integration, and sell-side assessments, particularly for private equity firms. The company provides business consulting services with a strong focus on digital transformation, technology strategy, and recruitment across various sectors such as aerospace and defense, food and beverage, industrial manufacturing, and healthcare. TriVista's mission is to drive efficiency, reduce costs, and increase profits for its clients by leveraging its expertise in operations and IT assessment.

📋 Description

• 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

🎯 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