Hybrid Business Development Associate, CRM Administrator

Posted last week

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About the role

  • 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

Job title

Business Development Associate, CRM Administrator

Job type

Experience level

JuniorMid level

Salary

$58,651 - $100,528 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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