Business Development Analyst

by: Meredith Berry October 02, 2023

About Summit Leadership Partners

Summit Leadership Partners is a professional services and consulting firm that provides actionable insight to deliver peak organization performance. We advise Boards, CEO’s and senior leaders on strategically scaling business through talent assessment, leadership development, and organization effectiveness. We are former business leaders with deep behavioral science expertise. We work directly with Boards and Investors to assess and develop leaders and their organizations to scale the business, delivering on growth, earnings and valuation goals. We partner with Chief Executive Officers and CXO’s to build high performing capabilities in leaders, executive teams and the organization.

Role Description

The Business Development Analyst role is a highly collaborative position that cross-functionally supports internal teams at Summit, as well as periodically act as a representative of Summit with potential and existing clients. This role acts as a bridge to sales operations and inside sales to ensure alignment with the company’s strategic plan and goals. The incumbent will focus on improving Summit Leadership Partners’ relationship-based sales process, which involves cultivating strong client relationships, strategically positioning opportunities, and delivering high-quality responses to meet client objectives. Additionally, the Business Development Analyst researches and analyzes new business opportunities, customers, and competitors. They help establish and maintain client contacts and ensure follow-up. Furthermore, the Business Development Analyst leads the proposal process, including decision-making, formulation, awarding and executing contracts, and analyzing performance.

Reports To: Director of Finance

Work Location: Charlotte, NC – only local candidates will be considered for this role

Overview of Responsibilities

Maintain and update the Customer Relationship Management (CRM) system, including inputting and managing customer information, monitoring sales leads, tracking customer interactions, and ensuring data accuracy and integrity.
Responsible for collecting, organizing, and analyzing sales data. This involves tracking sales performance, monitoring key metrics, and generating reports to provide insights and support decision-making.
Prepare and support business development meetings and ensure follow through.
Manage recurring client sales and document them in the CRM system.
Coordination and maintenance of Client Satisfaction process.
Prepare Statements of Works and maintaining SOW template library
Follow up on outstanding proposals and approvals to close contracts.
Support the sales team improve productivity through client/prospect data research using the appropriate platform (Pitchbook)
Assist in preparing state-of-work documents outlining the progress and status of sales projects, initiatives, or campaigns.
Keep up to date with consulting products, services, and data analytics.
Provide support to the sales team, coordinating meetings, preparing sales presentations, and managing correspondence.
In partnership with Marketing, ensure all sales support materials are current, professional, and easily accessible.
Collaborate closely with the VP of Business Development and Summit executives to facilitate their workflow and enhance sales effectiveness.
Coordinate follow up from conferences and other events – BD connections.
Assist with client efficacy work.
Other tasks as assigned.

Qualifications & Capabilities Needed to Be Successful

Minimum five years’ experience in sales coordination, sales administration or business development. Prefer experience in professional services.
Bachelor’s degree in business administration, finance, or another related field required.
Extensive experience working with a CRM system, prefer Microsoft Dynamics but not required.
In-depth understanding of the entire MS Office suite – must have excellent Excel and PowerPoint skills.
Successful experience working in a fast-growing, dynamic business environment.
Highly organized with the ability to prioritize in an entrepreneurial culture.
A proactive approach to problem-solving, continuous improvement, and decision-making.
Professional verbal and written communication skills – must help us charm our clients!
Highly confidential and professional on all sensitive matters.
Ability to learn, expand the scope in the future, and scale as the company grows.
Highly effective working with teams as well as autonomously

For consideration apply to this posting or apply directly by sending your resume to resume@summitleadership.com.

Why join Summit Leadership Partners?

Our company values are Courageous Partnering, Flexibility & Accountability, Ownership Mentality, Always Seeking Better, Growth Mindset, and One Team… and we live by these daily.

At Summit, we are 100% employee owned. Therefore, we control our future and how we operate. Summit is a high growth company with high aspirations to continue its trajectory. We pride ourselves in accomplishing fulfilling work with freedom, fun and flexibility.

Can we brag for a moment? Summit has been recognized as one of America’s Best Management Consulting Firms in 2022 and 2023 by Forbes, was listed as #5 on Consulting Magazine’s 2020 Fastest Growing Companies and ranked as one of the Inc. 5000’s Fastest Growing Private Companies in America four year running (2020-2023). Summit also made the top 10 spot in Charlotte Business Journal’s 2020 Fast 50. We are published regularly in Forbes, Bloomberg, Chief Executive Magazine, Fast Company, and numerous other media outlets.

Summit empowers its team members by offering dynamic holistic benefits and flexible working environment options: in office, at home, at client locations- you decide where you work best. Along with traditional benefit offerings (medical, STD, 401k, etc.), our supplemental benefits focus around:

Career Development Ownership – Be the driver of your success!

Continuing Education AND Tuition Reimbursement Programs
Mentorship program and collaboration with veteran leaders
Constant opportunities for cross-functional training and skill building
Uncapped career growth

Team Member Wellness – When you feel great, you do great work!

Wellness Expense Reimbursement Program
Leave for life’s moments including 9 recognized holidays, voting and personal leave, etc.
Unlimited PTO without the vacation guilt
Up to 12 weeks of Paid Parental Leave

We are a great fit for someone who is looking to join a high performing collaborative team, enjoys a fast-paced industry, and high-impact project-based work.