Senior Business Development Strategy & Operations Specialist

About the Role

The Senior Business Development Strategy & Operations Specialist supports key National BD workstreams related to CRM adoption and administration, business planning and reporting, and data governance and process improvement. The role is responsible for leading small to mid-sized projects and workstreams while supporting larger cross-functional initiatives across the Business Development organization. This individual operates with some autonomy under the Director of BD Strategy & Operations and is expected to deliver their day-to-day responsibilities with moderate supervision.

Responsibilities

• Lead small to mid-sized workstreams focused on CRM optimization, reporting enhancements, process improvements, and business operations initiatives by managing timelines, coordinating stakeholders, and tracking deliverables.
• Support Corporate Strategy and BD leadership in executing growth initiatives, market planning efforts, and key business priorities by gathering data, drafting presentations, maintaining planning materials, and tracking action items.
• Collaborate with Finance and Operations to support revenue forecasting, pipeline analysis, and business performance reporting by validating CRM data, maintaining reports, and preparing recurring dashboards and performance summaries.
• Partner with IT and business stakeholders to support CRM governance, system enhancements, and user adoption by documenting requirements, coordinating testing, monitoring data quality, and troubleshooting user issues.
• Develop and maintain key performance indicators, scorecards, business processes, and governance documentation that improve visibility, accountability, and organizational effectiveness.
• Prepare analyses, reporting, and recommendations that support business planning and leadership decision-making by compiling data, conducting trend analysis, and documenting findings.
• Support operational improvement and change management initiatives by coordinating project activities, maintaining project plans, developing communications and training materials, and tracking implementation progress and adoption metrics.

Requirements

• Bachelor's degree in Business, Communications, Marketing, Engineering, or related field.
• 5+ years of experience in program/project management, business operations, consulting, or related field.
• Strong planning, organization, and project management skills with the ability to manage multiple priorities simultaneously.
• Excellent written, verbal, and presentation skills.
• Demonstrated ability to build collaborative relationships across departments and communicate effectively with stakeholders at all organizational levels.
• Strong analytical skills with the ability to organize, interpret, and communicate business information.
• Experience developing executive presentations, reports, dashboards, and business communications.
• Proficiency with Microsoft Office applications, including PowerPoint, Excel, Word, and Outlook.
• Experience working with CRM platforms, reporting tools, or project management software.
• Strong attention to detail with the ability to manage competing priorities in a fast-paced environment.

Preferred Qualifications

• Master’s degree
• Project management certifications (e.g., PMP, agile)
• Hands-on Salesforce experience

Travel

Up to 20% travel required.

Working Conditions

General work environment – sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work is conducted primarily indoors with varying environmental conditions such as fluorescent lighting and air conditioning. Noise level is usually low to medium; it can be loud on the jobsite. We fully comply with the ADA and applicable state law, including considering reasonable accommodation measures that may enable qualified disabled applicants and employees to perform essential functions. Occasional lifting of up to 30 lbs.

Benefits

• ESOP - Employee Stock Ownership
• 401k
• Annual bonus program based upon performance, profitability, and achievement
• 17 PTO days per year plus 10 paid holidays
• Medical, Dental, Vision Insurance
• Term Life, AD&D Insurance, and Voluntary Life Insurance
• Disability Income Protection Insurance
• Pre-tax Flexible Spending Plans (Health and Dependent Care)
• Charitable Giving Match with our Rosendin Foundation

Pay

$102,800.00-$135,000.00 Annual

The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate’s pay can vary based on location, job-related experience, skills, and education.