SUMMARY
Coordinate support for regional marketing and business development activities. Essential functions include the preparation of proposals, statements of qualifications, and associated marketing materials for professional services. Other functions include supporting training courses (virtual and in person), database entry and management, proofreading, editing, and other related tasks. . Supports Dallas and Oklahoma markets and works with the consulting team, which includes a Regional Operations Manager, Managers of Consulting Services, Business Development Manager (direct supervisor), and other members of the regional BD team. The primary role is focused on performing local marketing and sales activities as part of the BD team. The role may also support national initiatives (industry or business line-specific to support the BD Manager or corporate marketing staff based in Dallas.
FLSA: This position is non-exempt
Location: Dallas
Role: Assist with the development and implementation of integrated strategic marketing and sales plans and activities for assigned regional territory. This is an exciting opportunity for someone who thrives in a dynamic, growing organization and who will be energized with the opportunity to make a material impact.
Essential Duties:
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job
- Maintain customer relationship management (CRM) system
- Utilize the company’s CRM system to research market segments, develop mailing lists, obtain operational metrics, etc.
- Maintain and utilize company’s marketing software and campaign management
- Conduct client research to aid in the pursuit of business development efforts
- Lead preparation of electronic client outreach emails.
- Coordinate the full lifecycle of steps related to the planning and implementation of company events, sponsorships, conferences, webinars, and client entertainment and receptions.
- Lead the effort to keep the region connected with all current and past clients
- Assist technical staff with preparation and development of proposals, Statement of Qualification (SOQ), and other marketing material efforts. This includes development of and adherence to timelines, coordination of administrative elements, and review of substantive content for quality assurance and consistency.
- Research, recommend, and facilitate memberships, sponsorships, and advertising opportunities with a strategic, long-term focus on building business.
- Coordinate regional trade shows, and assist in pre-show and post-show follow-up, and assist in manning trade show booths as directed.
- Work with consultants and other key stakeholders to establish annual business development goals, and priorities.
- Assist technical staff with organizing sales activities such as client visits or calls.
- Act as a driving force in developing digital initiatives to support the practices’ go-to-market strategies, including but not limited to video, infographics, and other interactive content
- Be an active contributor to the company’s business development and marketing functions. Support the company’s goals through collaboration and sharing of ideas.
- Create/update marketing collateral to support business development efforts.
Requirements
- Minimum 2-year experience in business development, marketing, customer service, or data analysis.
- Successful candidate is proactive and able to remain flexible while delivering high quality work in a fast-paced environment.
- Excellent verbal and written communication skills, problem solving skills, customer service, organization, and interpersonal skills
- Demonstrated ability to work effectively in an environment that requires frequent interactions and multitasking with customers and coworkers.
- Ability to speak effectively before groups of customers or employees of organization.
- Experience with managing and/or working in CRM, marketing, and Office 365 platforms/software
- Strong event management skills
- Must be organized and attentive to detail
- Able to thrive in a fast-paced environment, prioritizing varying demands, and meeting deadlines
- Motivated, resourceful, inquisitive, and a get-it-done attitude
- Desire to learn and grow within the organization.
- Bachelor’s degree in marketing, communications, business or science related field.
