Business Development Coordinator

Boston, MA



  • Accurately enter new deal data into CRM system, flagging any records needing follow-up attention and working with internal departments to gather missing data fields
  • Pull weekly and monthly reporting, reviewing reports for accuracy, provide data for ad-hoc internal requests
  • Contribute to projects that advance the strategic objectives of the Business Development team




  • 1+ years’ data entry and customer service experience, preferably in financial services
  • Database/CRM skills
  • Comfortable working in MS Excel, knowledge of formulas such as vlookups and pivot tables
  • Ability to multitask multiple workstreams in a deadline-oriented environment
  • Ability to manage both short- and long-term projects





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 11/21/2019
Salary $55,000 - $65,000

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