BUSINESS DEVELOPMENT SUPPORT PROFESSIONAL

TABS, Inc. provides assistance and guidance to foreign companies when starting or expanding their business in the U.S. TABS currently has offices in New York, Humble, TX, and the Netherlands. Due to our recent growth, we are seeking a Business Development Support Professional who will work closely with the Business Development team.
The Business Development Support supports the Business Development team by assisting with client onboarding, preparing service agreements, managing administrative tasks, and maintaining accurate client records. This role focuses on supporting back-office functions while building familiarity with TABS’ services and processes, with the opportunity to grow into a more client-facing role over time.

KNOWLEDGE/EDUCATION

• Bachelor’s degree and 1+ years of relevant work experience, or High School Diploma and 2+ years of relevant work experience.
• Demonstrates proficiency in Business Operations.
• Displays expertise in Customer Service.
• Interest in international business or client services.
• Exhibits computer literacy with proficiency in Google Suite, Microsoft Office (Word, PowerPoint), Adobe, and other pertinent applications, with additional knowledge of CRM programs considered advantageous.

CORE SKILLS

• Strong written and verbal communication skills in English and Dutch.
• Demonstrates exceptional customer service skills.
• Strong attention to detail and organizational skills.
• Eagerness to learn and contribute to a cross-Atlantic team.
• Capable of working with and preserving confidential information.
• Proficient in multitasking.

• Provides general administrative support to the Business Development team, including document formatting, internal reporting, and research.
• Schedules, organizes, and engages in introductory calls/meetings with prospects to discuss TABS’ services and explore how TABS can contribute to their ventures in the US.
• Assist in drafting and sending tailored service proposals based on meeting notes and templates provided by senior team members.
• Ensures timely responses to service proposals and addresses related inquiries. Manages contact and lead information in the CRM software.
• Help manage CRM data by entering new leads, updating statuses, and tracking follow-ups.
• Updates and maintains status reports on Opportunities within the CRM software. Assists in conducting Know Your Customer checks to validate potential new clients and their details.
• Gathers client information to generate a Service Agreement, dispatches the Service Agreement, and notifies the Business Development Manager, Office Manager, and Accounting about new clients, assigning tasks for client setup in QBO (Accounting), ShareFile setup (Office Manager), and initiates the client introduction to team leaders for service setup.
• Provides onboarding support to new clients by assisting them in completing setup documents, such as bank opening documents and SS-4 forms.
• Coordinates, under the supervision of the Business Development & Relations Manager, with the Business Relations Team regarding client handovers post onboarding by service teams.
• Participate in team meetings and training to build knowledge of TABS’ services and U.S. business operations.
• Provides support to the Spanish Business Development Team by assisting in proposals and service agreements.