The Business Development Coordinator provides essential support to Producer 's in identifying, pursuing, and securing new business opportunities. researching prospects, generating meeting opportunities, and nurturing contacts so that the producer can close more deals.
Market Research:
Conduct market research to identify potential clients, industries, and trends.
Gather information on competitors and market conditions to support business development strategies.
Lead Generation:
Assist in identifying and qualifying potential leads through various channels, including online research and networking events.
Client Relationship Management:
Coordinate prospect meeting details.
Support the development and maintenance of client relationships by coordinating communication and follow-up activities.
Assist in the preparation of client engagement materials and presentations
Producer Partnership & Execution and partner closely with a Producer to support and execute against a growing and complex book of business
Act as a right-hand partner by helping prioritize, organize, and manage day-to-day workflows and key initiatives
Translate strategic goals into actionable plans, timelines, and deliverables
Ensure deadlines, client commitments, and internal deliverables are consistently met
Proactively identify risks, gaps, and opportunities to improve execution and service delivery
Project Management & Coordination
Own and track timelines across multiple client-facing and internal projects simultaneously
Coordinate work across Account Managers, Analysts, and other internal stakeholders to drive projects forward
Maintain visibility into open items, next steps, and dependencies; ensure timely follow-up
Support special projects, including client events, internal initiatives, and cross-functional efforts
Facilitate internal alignment through regular check-ins, status updates, and action-item tracking
Client & Business Support
Support preparation and coordination for key client meetings, renewals, and deliverables
Assist with development and organization of presentations, materials, and meeting agendas
Help manage client communications, follow-ups, and internal escalation as needed
Leverage project management and CRM tools (e.g., Salesforce) to track progress, tasks, and key touchpoints
Stay current on internal tools, templates, and processes that drive efficiency and consistency
Process Improvement & Operations
Continuously evaluate and refine workflows to improve efficiency and reduce friction
Support internal reporting, tracking, and planning efforts as needed
Contribute to team-wide initiatives, best practices, and operational improvements