Analyst, Global Client Solutions

Cambridge AssociatesBoston, MA
1d$63,700 - $82,800

About The Position

The Analyst, Business Development will play a key role in supporting the firm’s growth by focusing on lead generation and prospective client engagement. This position is responsible for researching new business opportunities, maintaining accurate and up-to-date records in Dynamics (CRM), and providing operational and content support to Business Development colleagues. The Analyst will help ensure the business development team is equipped with the insights, data, and materials needed to effectively pursue and convert new leads.

Requirements

  • Bachelor’s degree in Business, Finance, Marketing, or a related field.
  • 1–2 years of relevant experience (internships or entry-level roles in business development, sales support, financial services, or consulting preferred).
  • Experience with CRM systems (preferably Microsoft Dynamics) and strong data management skills.
  • Excellent research, analytical, and organizational abilities.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Strong written and verbal communication skills.
  • Ability to manage multiple priorities and deadlines in a dynamic, fast-paced environment.
  • High attention to detail and commitment to data accuracy.

Responsibilities

  • Lead Research & Prospect Identification
  • Conduct in-depth research on prospective clients, including organizations, decision-makers, and industry trends.
  • Identify and qualify new leads using a variety of sources (databases, news, industry reports, referrals, etc.).
  • Prepare detailed profiles and briefing materials on high-potential prospects for the Business Development team.
  • CRM (Dynamics) Data Management
  • Maintain and update lead and prospect information in Dynamics, ensuring data integrity and completeness.
  • Track all business development activities, interactions, and outcomes related to new business pursuits.
  • Generate and distribute regular reports and dashboards on lead pipeline, activity metrics, and conversion rates.
  • Business Development Support
  • Assist Business Development colleagues in the pursuit of new leads by preparing tailored materials, presentations, and outreach content.
  • Coordinate the dissemination of thought leadership, marketing collateral, and firm updates to prospective clients.
  • Support the organization and execution of business development campaigns, events, and webinars targeting new prospects.
  • Content & Communication Support
  • Draft and proofread prospect communications, including introductory emails, follow-ups, and meeting summaries.
  • Ensure all client-facing materials are accurate, professional, and aligned with firm branding and messaging.
  • Collaborate with Marketing and Communications teams to leverage content in support of lead generation efforts.
  • Administrative & Project Support
  • Assist with scheduling, logistics, and documentation for prospect meetings and business development activities.
  • Support ad hoc projects and initiatives to enhance the effectiveness of the business development function.

Benefits

  • In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service