Position Overview
As the Business Development Coordinator, you are responsible for the administrative function of the sales and marketing efforts. To your team, you are the first line of contact with potential clients, a collaborator on all aspects of the funnel, and the person we look to for execution of tasks. To the client, you are the start of their relationship with PL. You are responsible for vetting potential clients, facilitating handoff to internal teams, supporting contracts and simple renewals, as well as internal system administration.
Your role is important to the success of the company. The Growth Department creates the funnel of work that keeps our business running! You’ll report to the Growth Director.
Ideal Candidate
Are you the ideal candidate for this position? You are if you…
* Follow through on what you say you’ll do, and get it done
* Ask why and stay curious
* Value your piece of the puzzle and see how valuable it is to create together
* Care deeply about the details and being thorough
* Say the right thing, even when it’s hard
* Don’t mind being independent and motivating yourself
* Have a growth mindset and prioritize curiosity
* Enjoy talking with new people and don’t mind answering the phone
* Take your time to get it right the first time
* Can take a complex story and summarize it concisely
Responsibilities
* Interest & Research (40% of your time)
o Identify potential clients and catalogue findings
o Prospect potential clients, rating on fit
o Follow the established RFP strategy to vet and qualify RFPs
o Create proposals, quotes, and options documents to respond to clients with simple or straightforward needs
o Act as initial point of contact including:
+ First in the call queue
+ Receiving and vetting form responses
+ Own tasks for follow up as leads filter through the funnel
1. Administration (30% of your time)
* Handoff of client to delivery teams once decision is made
o Ensure all vital information is transferred
o Act as a point of contact for PM for any questions about the client, the project, or what has been discussed so far
* Internal system administration including:
o Hubspot maintenance and accuracy
o Harvest setup for all projects
o Add new projects to revenue forecast, looping in MD as needed for further financial decisions
o Ensure all documents are saved correctly in the Drive
2. Annual Renewals + Change Request process (30% of your time)
* Process all contract renewals from start to finish
o Discussions with client, internal team, and any necessary parties
o Create and execute contracts
o Update documentation for new terms (Revenue Forecasting, recurring invoices, etc.)
* Coordinate change requests with PMs
o Support on contracts as needed
o Own updating in Hubspot
Requirements
* 3+ years of experience in sales, coordinator, or relevant role
* Strong ability to communicate, present and influence key parties at all levels of an organization, including executive and C-level
* Strong listening and documentation abilities
* Experience with CRM software and G Suite
* Proven ability to juggle multiple sales projects at a time, while maintaining sharp attention to details
What We Offer
This is a full-time, salaried position at an expected range of $55,000-$68,000 per year, dependent on candidate experience. We offer a remote or hybrid working environment; flexible start and end times to your days, and the opportunity for 4 day weeks if you want; a compensation package that includes a competitive salary, benefits and vacation time; unlimited sick days; the opportunity to work on interesting, challenging, and meaningful projects; professional development opportunities; and more.
This is a remote-first position, open to applicants in Canada, with preference given to those near Edmonton, AB and/or within the MST timezone.
You will be provided with the technology and equipment necessary to execute your job from home. If you crave an office environment, there are opportunities to hot-desk from the offices of ZGM Modern Marketing Partners, our parent company.
Ramp Up Plan
1 Month:
* You’ll spend the first couple of weeks onboarding and settling in. You'll meet your team, gain an understanding of the company culture and processes, and explore your toolset.
* You’ll collaborate with your manager to get oriented with PL’s sales cycle, how our projects and support are structured, and how your role will play into it.
* You’ll shadow existing team members to learn about the workflows and activities that you will be taking over.
* With support from your manager, you’ll begin drafting renewal contracts.
3 Months:
* By now, you'll likely have fully taken over renewal contracts with some support, handling key tasks like communicating adjustments, drafting agreements, coordinating signatures, and handoff + internal system administration following sign-off.
* You’ll have a grasp on how to vet interest and compatibility with potential clients, handling incoming requests as well as proactively researching opportunities.
* You’ll be able to put together basic proposals and quotes, with support from your team.
* You’ll take advantage of professional development time to address any gaps in your knowledge or skills, ensuring you're fully set up for success in your upcoming work.
4-6 Months:
* You’ll be operating independently in your day-to-day tasks, applying everything you’ve learned so far.
If you don’t meet one or two of these requirements, but still feel you’d be a good fit, throw your hat in the mix anyway. You miss every shot you don’t take!
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