Business Development Coordinator

TriVista

Business Development Coordinator at TriVista supporting sales and improving client relationships through effective coordination. Collaborates with various teams on proposals and outreach efforts.

Posted 6/9/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years of experience in sales, sales operations, or marketing, ideally in a B2B professional services environment
Understanding and proficiency using the following software: MS Office Suite, CRM (Salesforce preferred)
Intermediate experience and proficiency with Excel (macros, pivot tables, etc.)
Intermediate experience and proficiency in developing PowerPoint presentations
At least 1 year of experience and proficiency using marketing automation software (HubSpot preferred)
High comfort level in cold calling and experience in crafting and tracking highly bespoke cold and warm e-mail outreach to executive level prospects
Experience coordinating responses to RFPs/RFIs/proposals
Experience using AI for efficiency and productivity
Exceptional project management skills, including account plan creation and maintenance, and attentiveness to milestones and targets
Close attention to detail, including careful record keeping regarding all sales activity and CRM data (e.g. contacts’ role/company/location)
Ability to think strategically about business challenges, build and convey compelling customer value propositions/messaging preferred
Ability to work on multiple tasks and activities at once and flexibility to re-prioritize
Strong business acumen and interest in understanding the details of technical consulting engagements
Excellent verbal and written communication skills
Highly organized, passionate attention to detail and accuracy, process oriented, and able to balance multiple priorities and take direction from multiple people
Proven ability to meet demanding deadlines and work flex or extended hours when needed
Self-motivated with high initiative and drive to complete assignments on time with exceptional quality
Authorized to work in the US on a full-time basis
Flexibility to travel as needed (up to 10%)

Benefits

Comp & perks

performance bonuses
comprehensive benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales operationsmarketing automation softwareRFP coordinationproject managementExcelPowerPointCRMdata analysisdocument retentionversion control

Soft Skills

attention to detailstrategic thinkingcommunication skillsorganizational skillsself-motivatedflexibilityability to multitaskbusiness acumeninitiativecollaboration