Responsibilities

• Maintain and update the firm’s CRM system with client and project information.
• Data entry, constantly working to ensure accuracy and consistency.
• Coordinate opportunity tracking and pipeline follow-up.
• Ensure proposal accuracy and quality prior to submission.
• Update and maintain department master spreadsheets and templates.
• Help gather and organize data for reports, presentations, and analysis.
• Assist in organizing department files.
• Other administrative tasks may be requested by the marketing and business development team.

Requirements

• Detail oriented and highly organized.
• Database management and CRM experience, preferably Unanet CRM by Cosential or Deltek Vantagepoint CRM.
• Strong written and verbal communication skills.
• Basic proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Experience with Adobe Creative Suite (Acrobat, InDesign) is a plus.
• Ability to multitask and prioritize in a fast-paced environment.
• Eagerness to learn and grow in the administrative, business development and/or marketing fields.
• Consistently demonstrate professional, positive, and approachable demeanor and discretion.
• Associate’s or Bachelor’s degree in Business Administration, Communications, Marketing, or a related field preferred; equivalent professional experience will also be considered.
• Minimum of 2 years of experience in CRM administration, database management, marketing/business development support, or a related administrative role preferred.

Preferred

Benefits