Business Dev Specialist I or II

Primary Duties and Accountabilities

• Data Entry and Maintenance
• Creates opportunities, offers, and various pricing scenarios to support transactions.
• Owes accuracy and integrity of customer data in Customer Relationship Management (CRM) system.
• Maintains data accuracy on any changes in customer data (ownership changes for example).
• Responsible for establishing and maintaining account hierarchy within the system of record.
• Familiar with non-standard requests.
• Utility Knowledge
• Provides data and technical support to Business Development Managers and Account Managers with a proficient understanding of regional utility requirements.
• Communication
• Receives and responds to Request for Proposals (RFP's) primarily by email.
• Liaison between Sales and other functional groups throughout the data validation process and contract execution.
• Can coordinate with the pricing and legal teams on non-standard requests as needed.
• Process Improvements
• Assists with ad hoc requests for process improvements, such as assisting in cleanup projects, new hire training, development of process efficiencies, and system testing.

Utility, Market, Lead Source, Product Knowledge

• Independently determines appropriate delivery point and rate class.
• Collaborates on appropriate product, and margins when creating opportunities and offers to support transactions.
• Understands requirements in at least two utilities/iso’s and the impact to the customer, channel partner, and organization of selections made during set up and pricing based on utility, market, lead source, and product.
• Demonstrates strong knowledge of managing non-standard requests and leads coordination with the pricing and legal teams as needed.

Communication

• Clearly and professionally communicates, in writing and verbally, with external parties (e.g. customers, prospects, and channel partners) and internally with sales, team members and other functions.
• Interacts directly with prospects, customers, channel partners, sales, and other internal functions to ensure the accuracy and integrity of customer data in Customer Relationship Management (CRM) system.
• Sends pricing and contracts directly to channel partners and customers.

Data Analytics and Management

• Evaluates current and historic account information, lead source, market, and product to ensure that we create the best account structure and present the best options.
• Provides strong data and technical support to Business Development Managers, Account Managers, and external customers with an advanced understanding of regional utility requirements and account structures.
• Owes and maintains data accuracy in CRM, including any complex changes in customer data (e.g. ownership changes, splits, and name changes).
• Establishes and maintains account hierarchy within the system of record; creates various pricing scenarios to support transactions.

Process Improvements

• Exhibits strong knowledge of systems to advocate for and participate in process improvement efforts. This may include cleanup projects, new hire training, development of process efficiencies and system enhancements, and any required ongoing testing.

Team Lead

• Serve as internal resource to team and initial escalation point to resolve challenges throughout the data validation process and work through system sync issues.
• Liaison between Sales, internal functional groups, and customers/channel partners to ensure open communication and coordination throughout the data validation process and contract execution.

Travel Required

• Required as necessary to meet business needs.
• In-person attendance for trainings, team meetings, and other moments that matter.

Minimum Requirements

• BDS I - MINIMUM QUALIFICATIONS
• Highly proficient in Word, Excel, PowerPoint, and Outlook
• Exceptional written and oral communication skills to function in a team environment and to maintain rapport with employees and customers
• Strong analytical skills, attention to detail, problem-solving, and independent decision-making
• Ability to effectively build and maintain relationships with internal customers
• Flexibility on the job and the ability to work under multiple, daily deadlines
• Ability to maintain confidentiality of all information always
• BDS Ii - Minimum Qualifications
• Minimum of 1 year of relevant work experience
• Highly proficient in Microsoft Suite products
• Exceptional written and oral communication skills, fostering effective teamwork and rapport with employees and customers
• Strong analytical skills, attention to detail, problem-solving abilities, and independent decision-making
• Ability to effectively build and maintain relationships with internal customers
• Flexibility in managing multiple daily deadlines.

Preferred Qualifications

• Direct customer service experience
• Bachelor's Degree