Reports To
VP of Business Development
Manages
None
Summary/Objective
Synergi's approach to business development and sales is analytical, efficient, and collaborative, making it the industry leader in the pursuit of prestigious and complex feature stairs nationwide. Our team of Business Development professionals are hardworking, tenacious, and thrive in fast-paced environments, yet know that constant collaboration is the true key to success.
The Business Development Lead Generation Associate at Synergi supports the BD team in administrative functions, data entry and integrity, client follow-ups, prospecting, and meeting planning.
Additionally, the position researches and sources leads for feature and interconnecting stair projects for Workplace, Higher Education, Bioscience/Life Science, and Healthcare. The Business Development Lead Generation Associate gathers information through desk research from news articles, online publications, architect/general contractor websites/social media, and department of building databases. The Business Development Lead Generation Associate will keep a database of leads and lead sources to be presented and shared with Synergi Business Development Employees.
Primary Responsibilities/Functions
1. Support a highly-collaborative and dynamic Business Development team in the following ways:
• Attend weekly Business Development meetings to take notes, enter data into Salesforce CRM, and manage all resulting tasks with the Business Development team.
• Follow-up Business Development team members on committed tasks and document in SFDC.
• Attend daily BD Huddles to document any tasks or notes on each BD Team Members daily activities.
• Manage data integrity in SFDC and ensure opportunity plans and deal profiles are well filled out and kept current.
• Assist the Business Development team in preparation for key client meetings and presentations including development of presentation decks, printed collateral, typing of agendas and note-taking.
• Support the Business Development team in high-quality client follow-up including follow-up emails, meeting recap letters, gifting, scheduling of project visits and shop tours etc.
2. Find leads using desk research, developing a system to regularly check sources such as trade journals, news articles, local building authority websites, permit searches, social media (LinkedIn, Twitter), annual reports, etc.
3. Making of outbound phone calls to clients and prospects to schedule meetings.
4. Attending presentation meetings with clients in conjunction with the Business Development team.
5. Taking meeting minutes during meetings and circulating to team and uploading into SFDC.
6. Triage leads for suitability:
• Making sure the article/information is recently posted and the newest information available.
• Ensuring the project meets set criteria.
• Making sure the project is in the focused sectors.
7. Research the lead and collaborate multiple sources of information for the project.
8. Develop experience and gut feel of a good lead.
9. Attend training programs as required.
10. Work collaboratively with Synergi Business Development team to research leads.
11. Attend weekly Stage 1 meetings with Manager to review details and progress of the opportunities.
Required Skills/Attributes
1. Organized
2. Tenacious
3. Self-starter
4. Analytical
5. Attentive to detail
6. Collaborative
Required Education/Experience
1. Construction/architecture industry experience is beneficial but not required
2. Excel experience is required
3. Proficiency with SalesForce CRM
4. Bachelor's degree preferred
Position KPIs
1. To be determined based on volume of leads generated and appointments set
Work Environment
While performing the duties of this job, the employee is frequently exposed to fumes or airborne particles, moving mechanical parts and vibration when on a job site. The noise level in the work environment can be loud.
The employee is required to have a clean workspace in home, hotel, etc. for virtual meetings, internally or externally with clients, vendors, etc.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and hear. This
position is very active when on a job site and requires standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing all day. The employee must frequently lift and/or move items over 50 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Personal Protective Equipment
Utilize PP&E in compliance with OSHA standard and per site specific safety programs.
Position Type/Expected Hours of Work
This is a full-time position (40 hours). Workdays are Monday through Friday, work times are dependent on department, projects, and supervisor's request and approval.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Travel
Capacity to travel 1-2 days each month.