Business Development Coordinator

at  Planned Companies

SUMMARY

The BDC is responsible for driving an efficient sales process by optimizing sales activities in our customer relationship platforms and assisting our Business Development team in creating new opportunities and growing the business. Activities will include data entry, sales analytics, email prospecting, and prospect engagement tracking.

REQUIREMENTS:

• Bachelors degree required
• 1-3 years of corporate experience
• Must be detail oriented and have strong organizational skills
• Ability to work quickly and efficiently in a high-paced environment while remaining focused on their daily tasks and responsibilities
• Excellent writing and communication skills
• Need to take initiative/self-starter
• Ability to work independently toward goals
• Excellent follow-up skills
• Creative thinker who can think outside the box
• Advanced knowledge of Excel and word processing required
• CRM and business intelligence tool knowledge a plus
• Strong proof-reading skills

• Create engagement with leads provided by the marketing team
• Create new Opportunities for the Business Development team
• Research Contact and Property data on Pursuit and Target Accounts with a priority on vertical Pursuit Accounts
• Identify the needs of opportunities in Passive Pipeline and help move them to Active Pipeline
• Create and establish effective relationships with prospects via e-mail and phone, utilizing sales tools
• Ensure optimal utilization and accuracy of customer relationship platforms and all data
• Execute the sales methodology on lead interactions
• Create templates and sequences for effective communication with Contacts
• Utilize business intelligence tool to provide insights to the Sales Operations, RVPs of Sales, and Business Development
• Identify common pain points and meet regularly with Marketing, Sales Ops, and Business Development
• Utilize effective communication tools with our brand voice and sales methodology
• Overcome lead objections by asking the right questions and provide valuable insights to the Business Development team