Business Development Associate - JConnelly

Role Summary:

The Business Development Associate will support the Business Development team in managing key business development initiatives. This role will handle various responsibilities including CRM and pipeline management, lead qualification, report generation, market research, and representing the firm at industry events. The Business Development Associate will ensure seamless handoffs to Client Services and will maintain high-quality brand representation.

Responsibilities:

CRM/Pipeline Management:

• Manage and maintain HubSpot data, ensuring data hygiene and accuracy.
• Generate pipeline reports and insights to aid in decision-making.

Qualifying Leads:

• Assist in evaluating leads to determine their suitability for JConnellys services.
• Collaborate with team members to refine lead qualification processes.

Report Generation:

• Create and distribute reports on a weekly, monthly, bimonthly, quarterly, and annual basis to monitor performance and track progress.

Presentation and Proposal Development:

• Draft initial pitch presentations.
• Develop small proposals for potential clients to assist with new business opportunities.

Department Administration:

• Transcribe key business development calls and meetings.
• Manage scheduling for internal and external meetings with key stakeholders.

Brand Stewardship:

• Represent JConnelly at industry events and conferences to promote the companys brand.
• Maintain the business development sections of the website, ensuring all materials are current and effective.

Market Research:

• Conduct research to evaluate potential leads and support the teams outreach efforts.

Client Service Transition:

• Handle the transition of new clients from Business Development to the Client Services team, ensuring a smooth knowledge transfer.

Qualifications:

Bachelors degree in Business, Marketing, Communications, or a related field.

Required Skills:

• 3-5 years of experience in business development, sales, or a related role.
• Proficiency in CRM software (HubSpot preferred).
• Excellent organizational, communication, and interpersonal skills.
• Strong ability to manage multiple tasks and projects.
• Experience in creating reports and presentations.
• Familiarity with industry events and market research.

Equal Opportunity Statement:

Include a statement on commitment to diversity and inclusivity.