Business Development Coordinator

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