TriVista

Manager

• Manage 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
• Identify, quantify, and prioritize enterprise value improvement opportunities and solutions
• Manage associates and consultants through data gathering and analysis and perform the technical QA of work done by the team
• Utilize various project management tools and best practices such as Gantt Charts, budget, risk assessment, work breakdown structures, RACI’s etc.
• Develop high-quality written deliverable documents
• Demonstrate knowledge in industry and technology trends, enterprise applications, ERP platforms, cybersecurity risks, and digital transformations
• Clearly communicate vision of what “state of the art” looks like across technology systems, processes, and operating models
• Assist in TriVista practice development through the identification, development, and rollout of standard tools, templates, and methodologies
• Conduct independent research to support fact-based analysis and informed experienced-based qualitative assessment
• Lead client assessments and transformation technology initiatives focused on enterprise applications, ERP platforms, systems architecture, cybersecurity, technology risk, and IT organizational effectiveness
• Support post-merger integration initiatives, particularly as they relate to enterprise systems, ERP, cybersecurity, and technology integration
• Translate technical findings into practical business recommendations that improve performance, reduce risk, and support enterprise value creation
• Collaborate with team members in other practices to ensure relevant and important project information is shared efficiently and effectively
• Manage daily client relationships and interaction including responding quickly to emails, remediating risks & issues, and presenting check-ins & final deliverables
• Assist firm business development through the creation of work-plans, pricing estimates, and risk assessments as requested
• Mentor and lead teams of consultants and associates through project engagements as well as internal growth opportunities

Manager, Digital – Technology

Business Development Rep

• Lead enterprise level sales pursuits; land and expand share with manufacturing operating companies
• Identify, target, and engage manufacturing companies aligned to our ideal client profile
• Develop and execute proactive outbound strategies (cold outreach, networking, industry events, referrals, marketing tactics)
• Combine hunter–strategist skills to open doors and land sales wins
• Translate complex needs into tailored, multi-service TriVista solutions
• Build and maintain a robust pipeline of qualified opportunities
• Consistently achieve or exceed new revenue targets
• Provide feedback to leadership on market needs, competitive positioning, and service offerings
• Collaborate with practice leadership and marketing to provide input on marketing activities that support sales pursuits (e.g. industry insights in manufacturing trends like digital transformation, supply chain optimization, ERP modernization)
• Establish credibility with C-level and senior operations/IT leaders (COO, CIO, VP Operations, etc.)
• Lead discovery conversations to understand client challenges across operations, supply chain, and technology
• Position consulting services as strategic, outcome-driven solutions
• Develop and present compelling proposals, business cases, and statements of work
• Partner with TriVista practice leadership and subject matter experts to shape solution strategies

Business Development Director

• 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

Manager, Digital – Technology

Business Development Director

Business Development Coordinator

Director, Digital & Technology