Business Dev Specialist I

About the role

The Business Development Specialist I plays a crucial role in managing customer and account data within the CRM system. They provide technical support to the sales and account management team, serve as a liaison between sales and cross-functional teams, and assist in process improvement initiatives.

Responsibilities

• Manage data entry and maintenance activities, including creating opportunities, offers, and pricing scenarios, and maintaining accurate customer and account information in the CRM system.
• Update records for changes such as ownership transfers, establish and maintain account hierarchies, and handle nonstandard requests.
• Provide data and technical support to Business Development Managers and Account Managers by applying knowledge of regional utility requirements and supporting customer and sales-related needs.
• Serve as a liaison between sales and cross-functional teams by responding to requests for proposals, supporting data validation and contract execution activities, and coordinating with pricing and legal teams on nonstandard requests.
• Support process improvement efforts through ad hoc projects, data clean-up activities, new hire training, development of process efficiencies, and system testing.
• Travel as necessary to meet business needs.
• In-person attendance for training, all-hands meetings, and other meaningful engagements.

Requirements

• Proficiency with Microsoft Office Suite applications.
• Strong communication skills, both written and oral.
• Strong analytical skills, attention to detail, problem-solving, conflict resolution, time management, and independent decision-making.
• Demonstrated ability to effectively build and maintain relationships with internal and external customers.
• Flexibility to handle multiple daily deadlines and adapt to changing priorities.

Qualifications

• Bachelor’s degree.
• Energy/Utility experience preferred.
• Customer service experience preferred.
• Experience with Salesforce or similar CRM systems preferred.