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Business Development Coordinator

ServiceMaster Restore 1855 - North Charleston North Charleston, SC

North Charleston, SC

Today

$45k - $50k/yr Full time Marketing Business Development CRM

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Job Description

Business Development Coordinator supports the Director of Sales with administrative and operational leadership across the Business Development Department in North Charleston, SC.

Responsibilities

Provide daily administrative and operational support to the Director of Sales
Maintain the accuracy and integrity of the company’s Customer Relationship Management (CRM) system
Audit BDR activity, GPS records, and supporting documentation
Prepare reports, scorecards, and executive dashboards
Coordinate communication between Sales, Marketing, Operations, and Finance
Maintain referral source data accuracy and attribution
Support onboarding and training for new BDRs
Coordinate marketing materials, trade shows, and community events
Identify process improvements to increase accountability and department efficiency
Complete special projects assigned by the Director of Sales
Prepare reports and meeting materials
Track follow-up items and action plans; maintain departmental organization
Review previous day incoming jobs/dispatches and verify job start dates in the job management system
Confirm production notes and job documentation; coordinate with Project Managers when needed
Review route stops, documented activities, relationship progression, revenue opportunities, follow-up consistency, and coaching opportunities
Audit GPS tracking activity by verifying field time and route completion
Compare GPS history to documented CRM route stops
Identify and report discrepancies
Perform CRM data quality checks:
- Review duplicate companies and duplicate contacts
- Review for missing addresses, missing phone numbers, missing email addresses, and missing contact names
- Review for incorrect account ownership
- Merge duplicate accounts when authorized and notify the assigned BDR of corrections
- Ensure complete customer and prospect information
- Ensure proper address formatting
- Ensure consistent naming conventions for insurance agents and other referral sources
- Ensure accurate account ownership and consistent data entry practices across the department
Validate BDR documentation standards:
- Verify BDR activities are documented on the same day
- Verify BDR activities match GPS history when applicable
- Verify notes describe the interaction
- Verify activities reflect the purpose and outcome of each visit
- Verify appropriate follow-up actions when necessary
Manage contact tracking:
- Update the No Contact List for accounts without documented activity for 45 or more days, or according to established contact frequency
- Notify the BDR team upon completion
- Identify accounts requiring immediate follow-up
Audit referral and job records:
- Verify referral source accuracy
- Identify discrepancies between referral source information and job records
- Obtain reports identifying missing W-9 forms or other required financial documentation
- Assign follow-up responsibilities to appropriate BDRs; monitor completion and report outstanding items
Prepare leadership-ready documentation, including:
- CRM Health Report: database accuracy, completeness, duplicates, and missing information
- GPS Compliance Report: field activity verification, route completion, and discrepancies
- Referral Source Report: referral accuracy, referral activity, and account attribution
- Relationship Progression Report: changes in account engagement and relationship development
- Lost Opportunity Report: opportunities that did not convert into business
- BDR Leaderboard: comparative performance based on established departmental KPIs
- Executive Sales Summary: consolidated overview of departmental activities, performance trends, and opportunities
Provide findings to the Director of Sales by identifying trends, discrepancies, and opportunities for improvement
Act as a liaison between Business Development and Marketing by:
- Coordinating marketing materials
- Managing promotional inventory
- Supporting networking events and trade shows
- Assisting with community outreach
- Ensuring BDRs have appropriate sales collateral
- Communicating marketing needs and requests to the appropriate department
Maintain confidentiality and professionalism; represent the organization professionally
Maintain accuracy and objectivity when reporting departmental performance
Take initiative, work independently, and manage multiple priorities in a fast-paced environment
Communicate effectively with all departments and continuously seek opportunities to improve the Business Development Department

Requirements

Maintain confidentiality
Demonstrate professionalism and integrity
Be highly organized and detail-oriented
Communicate effectively with all departments
Take initiative and work independently
Manage multiple priorities in a fast-paced environment
Represent the organization professionally
Maintain accuracy and objectivity when reporting departmental performance
Continuously seek opportunities to improve the Business Development Department

Technologies

Customer Relationship Management (CRM)
GPS tracking system

Reports to

Director of Sales

Career Growth

Introductory role within the Business Development Department
Exposure to executive leadership, sales operations, marketing, CRM management, reporting, and business development
Employees demonstrating professionalism, accountability, initiative, leadership, and strong performance may be considered for increased responsibilities and future advancement opportunities as the organization grows

Key Performance Indicators (KPIs)

CRM accuracy and completeness
Daily GPS audits completed
Referral source accuracy
Timeliness of reports
Scorecard accuracy
Responsiveness to leadership
Cross-department communication
Process improvement recommendations
Department organization and efficiency
Consistency in enforcing established documentation standards
Specific performance targets may be established by the Director of Sales based on organizational needs, departmental size, and available systems

Success in this role

Creates accountability, maintains accurate data, improves communication, and supports leadership
Strengthens referral relationship management and helps protect the integrity of business development efforts
Delivers reliable information, organized systems, and actionable insights

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