
Business Development Associate & CRM Administrator
Ceso, Inc.
The Role
Overview
Manage and optimize CRM while supporting business development operations.
Key Responsibilities
- crm administration
- reporting analytics
- dashboard config
- data management
- workflow optimization
- user training
Tasks
-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. -Configure and manage fields, views, dashboards, user permissions, and workflows to meet evolving business needs. -Assist the Business Development staff with scheduling, meeting coordination, and follow-up. -Generate and analyze reports, dashboards, and metrics that provide actionable insights to leadership. -Serve as the primary administrator for the Company’s CRM platform (e.g., Salesforce, HubSpot, Cosential/Unanet, or similar). -Identify opportunities to streamline CRM workflows and improve user experience. -Train, onboard, and support CRM users with documentation and best practices. -Maintain the accuracy and integrity of CRM data through routine audits, de-duplication, and data enrichment.
Requirements
- crm
- salesforce
- hubspot
- bachelor’s
- 3 years
- microsoft office
What You Bring
-Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence. -Bachelor’s degree in Marketing, Business Administration or related field is required. -Experience supporting business development, marketing or sales operation teams with data reporting and administrative coordination is preferred. -Familiarity with data imports/exports, dashboards, and reporting tools is preferred. -Knowledge of marketing automation or ERP integration is a plus. -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. -Strong working knowledge of Microsoft Office Suite. -Proficiency in CRM platforms such as Cosential/Unanet, Salesforce, or HubSpot is required.
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Benefits
-Employee Assistance Program -Voluntary or Supplemental Short-Term / Long-Term Disability -Medical / Dental / Vision Coverage -Rewards and Recognition Program -Paid Time Off – Credited to You 100% Upfront -Welcome Box -Casual Dress Code -Columbus, OH: $61,910 - $73,527 -Company Paid Bonding and Recovery -Cincinnati, OH: $61,910 - $73,527 -Paid Time Off for Community Team Service Events -Flexible and Hybrid Work Schedule -Reimbursement for Professional Licenses -Employee Events such as Lunches and Outings to Foster a Positive Work Environment -401K with a Company Match -Training and Development to Foster Professional Growth -Dayton, OH: $61,910 - $73,527 -Paid Holidays
The Company
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
Civil Engineering
Architecture
Transportation
Survey Services
Environmental
Construction
Interior Design
Commercial Development
Residential Communities
Security Clearance
-criminal background checks and drug/alcohol checks are required.
