Hybrid Business Development Associate, CRM Administrator

at CESO, INC.

• Job title: Business Development Associate, CRM Administrator
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $58,651 - $100,528 per year
• Degree requirement: Bachelor's Degree
• Tech skills: ERP
• Location requirements: Hybrid, Dayton, United States

About the role

• Business Development Associate & CRM Administrator at CESO optimizing CRM processes and supporting business development. Collaborating with leadership and operations to drive efficiency and insight across functions.

Responsibilities

• Serve as the primary administrator for the Company’s CRM platform (e.g., Salesforce, HubSpot, Cosential/Unanet, or similar).
• Configure and manage fields, views, dashboards, user permissions, and workflows to meet evolving business needs.
• Train, onboard, and support CRM users with documentation and best practices.
• Collaborate with the Business Development team to track leads, pursuits, proposals, and client engagement.
• Generate and analyze reports, dashboards, and metrics that provide actionable insights to leadership.
• Assist the Business Development staff with scheduling, meeting coordination, and follow-up.
• Maintain the accuracy and integrity of CRM data through routine audits, de-duplication, and data enrichment.
• Identify opportunities to streamline CRM workflows and improve user experience.
• Recommend and implement enhancements to reporting and analytics to support strategic decision-making.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Marketing, Business Administration or related field is required.
• A minimum of 3 years of hands-on CRM administration experience is required; previous internship experiences qualify toward years of experience.
• Experience within a professional services of A/E/C environment is preferred.
• Experience supporting business development, marketing or sales operation teams with data reporting and administrative coordination is preferred.
• Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence.
• Strong working knowledge of Microsoft Office Suite.
• Proficiency in CRM platforms such as Cosential/Unanet, Salesforce, or HubSpot is required.
• Familiarity with data imports/exports, dashboards, and reporting tools is preferred.
• Knowledge of marketing automation or ERP integration is a plus.

Benefits

• Flexible and Hybrid Work Schedule
• Paid Time Off – Credited to You 100% Upfront
• 401K with a Company Match
• Rewards and Recognition Program
• Training and Development to Foster Professional Growth
• Paid Holidays
• Medical / Dental / Vision Coverage
• Welcome Box
• Casual Dress Code
• Reimbursement for Professional Licenses
• Paid Time Off for Community Team Service Events
• Voluntary or Supplemental Short-Term / Long-Term Disability
• Employee Assistance Program
• Company Paid Bonding and Recovery
• Employee Events such as Lunches and Outings to Foster a Positive Work Environment