Business Development Associate & CRM Administrator

Overview

Administer CRM and support business development activities.

Key Responsibilities

• crm administration
• crm configuration
• reporting enhancements
• report generation
• workflow optimization
• data governance

Tasks

-Train, onboard, and support CRM users with documentation and best practices. -Assist the Business Development staff with scheduling, meeting coordination, and follow-up. -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. -Recommend and implement enhancements to reporting and analytics to support strategic decision-making. -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. -Identify opportunities to streamline CRM workflows and improve user experience. -Maintain the accuracy and integrity of CRM data through routine audits, de-duplication, and data enrichment.

Requirements

• microsoft office
• crm platforms
• crm administration
• 3+ years
• bachelor's
• data reporting

What You Bring

-Strong working knowledge of Microsoft Office Suite. -Familiarity with data imports/exports, dashboards, and reporting tools is preferred. -Experience within a professional services of A/E/C environment is preferred. -A minimum of 3 years of hands-on CRM administration experience is required; previous internship experiences qualify toward years of experience. -Bachelor’s degree in Marketing, Business Administration or related field is required. -Knowledge of marketing automation or ERP integration is a plus. -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. -Proficiency in CRM platforms such as Cosential/Unanet, Salesforce, or HubSpot is required.

People Also Searched For

Benefits

-Dayton, OH: $61,910 - $73,527 -Employee Assistance Program -Cincinnati, OH: $61,910 - $73,527 -Reimbursement for Professional Licenses -Company Paid Bonding and Recovery -Flexible and Hybrid Work Schedule -Columbus, OH: $61,910 - $73,527 -Voluntary or Supplemental Short-Term / Long-Term Disability -Rewards and Recognition Program -401K with a Company Match -Casual Dress Code -Paid Time Off for Community Team Service Events -Paid Time Off – Credited to You 100% Upfront -Training and Development to Foster Professional Growth -Employee Events such as Lunches and Outings to Foster a Positive Work Environment -Paid Holidays -Medical / Dental / Vision Coverage -Welcome Box

About Ceso, Inc.

-CESO is known for seamless collaboration, shepherding projects from initial site analysis through design, permitting and construction support. -Standout projects include regional corporate campuses, community spaces and large‑scale industrial site developments.

Sector Specialisms

Security Clearance

-criminal background checks and drug/alcohol checks are required.