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Business Development Associate

2 months ago

Lake Oswego, Oregon, United States Woodruff Sawyer Full time
About the Role

We are seeking a highly organized and detail-oriented Business Development Coordinator to join our team at Woodruff Sawyer. As a key player in growing our business, you will work closely with our Producers to support the growth of our new business and client retention.

Responsibilities
  • Support the BDC Manager in driving training and development opportunities for the team
  • Collaborate with the Regional Growth Leader to support key initiatives and growth objectives in the region
  • Become a Salesforce expert and manage all reports and dashboards, providing support for Producers troubleshooting issues with the platform
  • Create, review, and update presentations in PowerPoint, Excel, and other tools
  • Support in-person and virtual events in partnership with the Field Marketing team
  • Support Producers in handling prospect lists, forecasting, and new client entries
  • Work with Producers to support them in accurately maintaining their pipelines and drive the data needed for monthly sales meetings
  • Help run Salesforce campaigns and track outreach and attendance
  • Research potential accounts and leads on assigned target account lists in partnership with the Market Growth team
  • Work closely with Sales Enablement to support the onboarding and training of new Producers as well as ongoing trainings and new system roll outs
Requirements
  • 1+ years of experience in sales, account management, or a customer-facing role
  • Bachelor's degree or equivalent experience
  • Experience with the Salesforce ecosystem is a plus
  • Experience in insurance or a similar service-based industry, B2B environment, and/or selling or marketing to the C-suite is preferred
What We Offer
  • Anticipated salary between $64,000 and $95,000, dependent upon geography, experience, and expertise of the candidate
  • Participation in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance
  • Medical, Dental, and Vision coverage
  • 401k Retirement Plan with company match
  • Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing
  • Paid vacation, holidays, and sick days
  • Life Insurance, Short-term, and Long-Term Disability benefits
  • Flexible Spending Account (FSA)
  • Wellness programs and workplace flexibility benefits
  • Professional development and reimbursement programs
  • Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.