Business Development Specialist - Financial Transactions
Core
Supports business development efforts by creating pitch books, presentations, and proposals, conducting market research, managing content databases, and coordinating marketing communications and events for a professional services firm.
Role type
Business Development Specialist (Professional Services)
Builds
Pitch books, proposals, marketing materials, event logistics, and business development databases
Domain
Professional Services / Legal / Corporate Communications
Deliverable
product features
Required skills
Pitch book creation, presentation design, market research, content administration, CRM management, event planning, proofreading, database management
Preferred skills
Experience in professional services marketing, knowledge of middle market corporations, private equity sector familiarity, proficiency in Microsoft Office suite
Technologies
Microsoft Word, Excel, PowerPoint, InterAction, CRM systems, competitive intelligence tools
Responsibilities
Create and tailor pitch books and proposals; conduct company and industry research; update practice group overviews and client lists; manage event logistics and follow-up; coordinate business development meetings; maintain CRM data
Seniority
Mid-level, hands-on IC