TriVista

Business Development Rep

• 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

Business Development Coordinator

Director

• Responsible for all aspects of client management and project execution
• Accountable for the quality of client engagement deliverables
• Manage daily client relationships and interaction
• Lead TriVista engagements day to day
• Drive projects to completion by overseeing, managing, assisting, or executing project activities
• Establish trusted advisor relationships with senior client management
• Develop practical and actionable recommendations for the client
• Lead project teams through data gathering and analysis
• Drive the development/enhancement of TriVista’s methodologies and approaches to client delivery
• Identify, quantify, and prioritize enterprise value improvement opportunities and solutions
• Provide subject matter expertise across functions

Director, Digital & Technology

Project Manager

• Support project teams with project setup and kick-off, coordination, execution, and close-out activities
• Coordinate schedules, meeting cadence, and logistics for project teams, client sessions, trainings, and internal team events
• Manage Salesforce opportunities, projects, resource planner, and case studies
• Coordinate and support the administrative and operational aspects of client engagements from initiation through closeout
• Assist with proposal development, project setup, scheduling, document management, meeting coordination, and project completion documentation
• Track deliverables, milestones, deadlines, and follow-up items to help keep engagements on schedule
• Support business development efforts through assisting with the preparation of proposals, presentations, meeting logistics, and follow-up coordination
• Perform other duties and responsibilities as required, assigned, or requested

Project Coordinator, Digital & Technology

• Responsible for all aspects of client management and project execution, from scope development, leading a diagnostic phase, through the development of the planning phase and delivery of the implementation
• Accountable for the quality of client engagement deliverables through effectively leading project teams to ensure exceptional performance
• Manage daily client relationships and interaction including responding quickly to emails, remediating risks and issues, and presenting check-ins and final deliverables
• Lead TriVista engagements day to day through the creation and monitoring of project scope, timeline, budget, and deliverables while meeting the needs and expectations of colleagues and customers
• Drive projects to completion by overseeing, managing, assisting, or executing project activities, workstreams and/or deliverables
• Establish trusted advisor relationships with senior client management during engagements
• Develop practical and actionable recommendations for the client while providing a strong foundation for and driving potential follow-on work
• Lead project teams through data gathering and analysis and perform the technical QA of work done by the team
• Drive the development/enhancement of TriVista’s methodologies and approaches to client delivery
• Identify, quantify, and prioritize enterprise value improvement opportunities and solutions
• Provide subject matter expertise across functions
• Utilize various project management tools and best practices such as Gantt Charts, budget, risk assessment, work breakdown structures, RACI’s, etc.
• Effectively communicate TriVista tools and methodologies through the use of case studies and prior experiences

Director, Digital – Technology

Consultant

• Support engagement teams serving PE and portfolio company clients across various industries, while demonstrating executive presence with PE clients and C-level management teams
• Provide service excellence by identifying key client business issues and providing advanced analytics to solve client problems
• Develop high-quality written deliverable documents
• Support the development and presentation of proposals for business development activities
• Perform other duties and responsibilities as required, assigned, or requested

Business Development Coordinator

Director, Digital & Technology

Project Coordinator, Digital & Technology

Director, Digital – Technology

Consultant, Food Safety