Business Development Coordinator

Learn more about TriVista and how our inclusive, collaborative culture earned us a Great Place to Work Award

Our corporate office is located in Orange County, CA. Employees in this position are permitted to reside anywhere in the United States, provided they have reliable access to a major airport within close proximity to support business travel needs. Work is performed remotely with periodic travel (<10%) within the US for training, meetings, and team events. This role may also occasionally require extended hours or schedule flexibility based on client and project demands.

Our Culture - TriVista

Position Summary TriVista’s Business Development Coordinator works with Business Development, Practice Leadership, Marketing, and the internal operations teams to support sales pursuits, strengthen client relationships, and drive efficient business development activities. The Business Development Specialist plays a key coordination role in pursuing new business opportunities and supporting existing accounts.

This individual will support proposal and RFP processes, maintain sales collateral and CRM data, coordinate outreach and meeting activities, and help improve internal business development processes and reporting. Success in this role requires the ability to manage multiple priorities in a fast-paced professional services environment while maintaining a high level of professionalism, accuracy, confidentiality, and responsiveness.

Responsibilities

Sales Operations & Administration

• Support Business Development and Practice Leadership in preparing for client meetings by assembling and creating sales materials, including capability decks, proposal drafts, and statements of work (SOWs), and redacted reports
• Coordinate internal team’s responses to RFPs and proposals
• Ensure sales materials comply with firm branding, confidentiality, and document retention standards
• Support NDA processing, signature workflows, and other administrative activities to help move opportunities through the pipeline
• Maintain accurate and up-to-date data within the CRM system, including contacts, accounts, opportunities, and projects, and project close out
• Manage repositories and version controls for proposal content, boilerplate language, pricing tools, and reusable sales materials and follow document retention processes
• Collaborate with Salesforce Administrator to create and refine CRM dashboards, reports, and analysis to monitor KPIs such as win rates, pipeline velocity, cross-sell, outreach opportunities.
• Facilitate client gifts and recognition activities
• Create, document, and improve business development and sales support processes

Business Development Support

• Research clients, prospects, industries, and decision-makers, and prepare background materials to support business development meetings and outreach efforts
• Partner with the Business Development Associate to support outreach (emails & calls), follow-up communications, and scheduling of discovery calls and sales meetings, and supporting CRM maintenance
• Coordinate meetings and video calls for Business Development and Practice Leadership with clients and prospects, while tracking outreach activity and key accounts in the CRM system
• Maintain and organize current versions of sales collateral and business development materials (library with version control)
• Support Business Development Leadership in the preparation and execution of key account planning initiatives
• Track key market activities from target clients and competitors including announcements of deals closures or corporate mergers/divestitures
• Assist with onboarding and training new employees on CRM and business development tools and processes
• Perform other duties and responsibilities as required, assigned, or requested