Business Development Representative

Responsible for supporting all aspects of Business Development for Sales including customer accounts, projects, and follow-ups—Foster collaboration between the Business Development team and sales force. Acts as a bridge between sales force and other departments. Ensures accuracy, consistency, and governance of customer accounts, project, and quote data within the CRM system.

• Support sales force in qualifying leads from multiple sources
• Research & identify opportunities for follow-ups for the sales force
• Collaborate with sales team to identify and convert target accounts
• Accurately track & document activities, interaction with leads, and the outcomes
• Update backlog of leads, as needed

• Assist sales force by accurately creating & managing projects in CRM
• Follow up on projects, probabilities, dates, win/loss
• Track projects from lead → quote → opportunity → order → project completion
• Collaborate with sales team, marketing, customer service & operations to improve business performance
• Confirm order coding is correct in Power BI reporting & partner with customer service to update as needed
• Identify opportunities for improvement
• Maintains standardization of process and workflows
• Attend Weekly/Monthly/Quarterly performance meetings

• Create Quotes & SPAs
• Ensures pricing logic, splits and margin rules are applied correctly in CRM
• Ensures quotes follow approval workflows, SPA rules, and customer portal requirements
• Confirms proper account selection, customer hierarchy, ship-to/bill-to accuracy, and quote ownership

• Provide one-on-one assistance to the sales force on navigating the site
• Provide assistance on lead activities & follow-up tasks
• Manage and maintain CRM customer account data, including creation, updates, hierarchies, and ownership alignment
• Create, update & maintain customer contacts
• Monitor data quality; identify and resolve duplicates, inaccuracies, and incomplete records
• Set up national accounts and link related companies to these accounts
• Create personalized dashboards & views
• Communicate requests for changes/additions per guidelines
• Follow SOPs & enforce guidelines for data integrity & governance standards
• Creates consistency across all regions and sales reps

• Associate degree in a related field or relevant experience
• Organization & time management
• Ability to prioritize multiple tasks
• Must be detailed oriented
• Strong problem-solving skills
• Works well under pressure with time sensitive data