Business Development Coordinator

Description

General Responsibility: The Business Development Coordinator plays a critical role in supporting the company's go-to-market efforts by maintaining CRM accuracy, supporting prospecting initiatives, coordinating lead management activities, and assisting with customer communications and reporting.

Job Duties:

CRM Management & Data Integrity

• Maintain the accuracy and completeness of CRM records, including accounts, contacts, opportunities, and activities.
• Conduct daily and weekly reviews with sales representatives to ensure proper ownership and alignment of accounts and opportunities.
• Create and maintain opportunity records and support proper pipeline stage management.
• Audit CRM data for completeness and identify missing or inaccurate information.
• Maintain standard sales reports, dashboards, and pipeline visibility tools.
• Support CRM best practices and adoption across the sales organization.

Prospect Research & Database Enrichment

• Conduct prospect and account research using sales intelligence and market research tools.
• Enrich CRM records with accurate contact, company, and market information.
• Identify prospective customers that fit target market and ideal customer profile criteria.
• Support account-based marketing and business development initiatives through list building and data preparation.
• Monitor data quality and proactively identify opportunities for database improvement.

Outbound Sales & Go-to-Market Support

• Conduct initial qualification and screening of inbound and outbound leads.
• Coordinate and schedule meetings between prospects and assigned sales representatives.
• Ensure timely follow-up and handoff of qualified opportunities.

Customer Experience Support

• Support customer success and account management teams with reporting and analytics.
• Assist with customer communications, outreach campaigns, and engagement initiatives.
• Prepare customer activity and account health reports.
• Support strategic account reviews through data collection and reporting.
• Help maintain customer contact records and communication preferences.

Reporting & Administrative Support

• Generate recurring pipeline, activity, and performance reports.
• Support sales meetings through preparation of reports and materials.
• Assist leadership with forecasting support and pipeline visibility.
• Maintain documentation related to sales processes and CRM procedures.
• Participate in process improvement initiatives to improve sales efficiency and data quality.

Requirements

Knowledge, Skills & Abilities:

• 1-3 years of experience in sales support, business development, customer success, operations, or administrative coordination. 
• Proficiency in Microsoft Office and CRM software such as HubSpot.
• Ability to manage multiple priorities and work effectively across departments.
• Demonstrated excellent verbal, written and interpersonal communication skills are required
• Must be self-motivated and able to adapt to a rapidly changing environment
• Goal oriented and driven to achieve desired results.

Core Competencies:

Values. Demonstrates in word and action Surgere’s core values of caring, trust, sense of urgency, responsibility, passion and persistent discovery, in all matters at all times.

Relationships. Builds authentic relationships in the service of enhancing individual and team performance to support Surgere’s work.

Communication. Listens and expresses self effectively and in a manner that reflects a true understanding of the needs of the audience.

Quality Results. Demonstrates and fosters a strong commitment to achieving goals in a manner that provides quality experiences.

Change Capacity. Leads self and others through change by navigating ambiguity appropriately and adapting well to new situations, obstacles, and opportunities.

Emotional Maturity. Demonstrates effective interpersonal skills.

Self-Development. Is dedicated to the improvement of own capabilities and demonstrates this through the continual expansion of knowledge and skills.