What are the responsibilities and job description for the Business Development Associate & CRM Administrator position at CESO, Inc.?
Are you seeking purpose, challenge, and talented colleagues? CESO is a nationally recognized architecture and engineering firm. CESO has the opportunity for you to develop your career. We develop leaders and empower our associates to use their skills and talents to positively impact the world through service – to our coworkers, clients, and communities. We subscribe to the mission of “empowering our people to impact communities by bringing clients’ visions to life,” so if this speaks to you, let’s connect!
At CESO, the Business Development Associate & CRM Administrator is a strategic and tech-savvy individual who manages, maintains and optimizes the Customer Relationship Management (CRM) system while providing critical administrative and operational support to the Business Development (BD) team. This position collaborates closely with firm leadership, operations and marketing to ensure the CRM and associated processes drive efficiency, accuracy, and insight across all business development functions.
\n- Serve as the primary administrator for the Company’s CRM platform (e.g., Salesforce, HubSpot, Cosential/Unanet, or similar).
- Configure and manage fields, views, dashboards, user permissions, and workflows to meet evolving business needs.
- Train, onboard, and support CRM users with documentation and best practices.
- Collaborate with the Business Development team to track leads, pursuits, proposals, and client engagement.
- Generate and analyze reports, dashboards, and metrics that provide actionable insights to leadership.
- Assist the Business Development staff with scheduling, meeting coordination, and follow-up.
- Maintain the accuracy and integrity of CRM data through routine audits, de-duplication, and data enrichment.
- Identify opportunities to streamline CRM workflows and improve user experience.
- Recommend and implement enhancements to reporting and analytics to support strategic decision-making.
- Perform other duties as assigned.
- Bachelor’s degree in Marketing, Business Administration or related field is required.
- A minimum of 3 years of hands-on CRM administration experience is required; previous internship experiences qualify toward years of experience.
- Experience within a professional services of A/E/C environment is preferred.
- Experience supporting business development, marketing or sales operation teams with data reporting and administrative coordination is preferred.
- Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence.
- Strong working knowledge of Microsoft Office Suite.
- Proficiency in CRM platforms such as Cosential/Unanet, Salesforce, or HubSpot is required.
- Familiarity with data imports/exports, dashboards, and reporting tools is preferred.
- Knowledge of marketing automation or ERP integration is a plus.
- Flexible and Hybrid Work Schedule
- Paid Time Off – Credited to You 100% Upfront
- 401K with a Company Match
- Rewards and Recognition Program
- Training and Development to Foster Professional Growth
- Paid Holidays
- Medical / Dental / Vision Coverage
- Welcome Box
- Casual Dress Code
- Reimbursement for Professional Licenses
- Paid Time Off for Community Team Service Events
- Voluntary or Supplemental Short-Term / Long-Term Disability
- Employee Assistance Program
- Company Paid Bonding and Recovery
- Employee Events such as Lunches and Outings to Foster a Positive Work Environment
CESO is a principle-centered organization that aligns with strong service values, integrity, and authenticity. We develop and inspire through training and coaching on the job. At CESO, we believe that work should be more rewarding than just a paycheck. In addition to a comprehensive benefit and compensation program, we create memories and friendships through our employee and service events.
CESO, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. This organization participates in E-Verify and is a drug-free workplace. Criminal background checks and drug/alcohol checks are required.
Salary : $58,651 - $100,528