Business Development Coordinator, Executive Coaching Center of Excellence

BTS is a global consulting firm focused on talent development, sales and marketing enablement, and change and transformation. With 1200 professionals in 32 countries, we serve many of the world’s most successful companies and help them ensure their strategy comes to life.

Our Executive Coaching Center of Excellence focuses on individual executive coaching that helps senior leaders build self-awareness, understand their impact, envision how they want to lead, and then navigate a path to being as effective as possible. The Executive Coaching COE was formed in early 2023 when BTS acquired The Boda Group, and is growing fast. We have an incredible team of experienced, highly skilled, and committed colleagues who bring great passion and deep capabilities to our clients.

We’re a team of positive and curious learners who actively cultivate a supportive, respectful, and fun environment. We are driven by a shared commitment to providing our clients with outstanding work, and to helping our team members learn, grow, and succeed. We are a virtual team that values relationships and invests in them through regular connections.

The business development coordinator will be a central member of our team and be responsible for business development support for our COE head, Jennifer Porter, managing the process for some of our new coaching requests, tracking and reporting on important client information, and working closely with our operations team to ensure we have accurate and reliable data.

The ideal candidate loves and is excellent with details, communicates clearly, precisely, and concisely, enjoys and has been successful at juggling multiple priorities in a fast-paced environment, demonstrates a positive, can-do attitude, and builds strong virtual relationships.

Responsibilities include:

• Supporting our COE head with her business development – sending prep emails to clients before meetings, attending client calls and taking/sharing notes, updating Salesforce with new opportunities and contacts, coordinating with account managers on opportunities, tracking important business development data, researching contacts on LinkedIn, scheduling client meetings, and other support as needed.
• Supporting ongoing client relationship management – scheduling meetings, creating and sending agendas and meetings summaries, sharing client updates with relevant coaches, tracking client news (earnings releases, announcements etc.) and sharing the news with relevant coaches, ensuring the accuracy of our client detail tracking including financial information, drafting and updating client scope documents, and setting up, organizing and maintaining the accuracy of client files.
• Supporting marketing to our key prospects and clients – generating and personalizing emails, adding them to Salesforce, tracking which clients receive which emails, updating our newsletter list with new clients and prospects, researching and identifying new potential prospects.
• Managing all details and process steps for new coaching requests – receiving the request, adding it to our database, ensuring all of the details are correct, adding it to Salesforce, making email introductions between clients and our COE team, following up via email with different parties to ensure each step is completed and accurate.
• Tracking and reporting on business development results – entering new and updating existing or changing projects sold into our database (Smartsheets) and Salesforce and reporting on progress vs plans.
• Creating and sending client reports – collecting team member updates on client projects, organizing the information, following up with coaches for missing or confusing information, generating and sending client reports, and responding to ad hoc client data requests.
• Managing various operational, marketing and business development projects – creating project plans, tracking deliverables, communicating progress, and ensuring all activities are completed on time and as planned.

Skills and capabilities required:

• Unfaltering detail orientation – consistently produces accurate, high quality work on time and following instructions.
• Salesforce and Smartsheet – strong skills and experience using Salesforce and Smartsheet successfully.
• Fluency with Microsoft Office – particularly Outlook, Excel, and PowerPoint in a Windows environment.
• Financial acumen – experienced and comfortable working with basic financial concepts – revenue, expenses, margin, accounts payable, accounts receivable, etc.
• Independent and self-motivated – likes working on thei