Business Development & event Coordination Analyst
Lockton New York, New York, United States
Insurance · 10,001+ employees
6 h ago
Mid (2-5 yrs)
Full-time
United States
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About the role
The analyst will manage CRM data, track business development pipelines, and draft client communications. Additionally, they will lead the end-to-end planning and execution of conferences, receptions, and various client events.
What they look for
CRM Management
Business Development
Event Planning
Project Management
Client Communications
Presentation Design
Marketing Collateral
LinkedIn Content Strategy
Vendor Management
Logistics Coordination
Strategic Thinking
Data Tracking
Relationship Building
Event Design
Prioritization
Requirements
The ideal candidate is a highly organized, proactive self-starter with exceptional project management and communication skills. They must possess a strong eye for design and the ability to work effectively in a fast-paced professional environment.
Full description
- Manage and maintain the CRM, ensuring accurate contact records, meeting notes, and pipeline activity.
- Lead weekly business development pipeline reviews and track follow-up actions.
- Draft client communications and develop presentations, pitch materials, and other marketing collateral.
- Manage LinkedIn content and executive profiles to support thought leadership.
- Plan and execute conferences, receptions, and client events from start to finish.
- Design event materials, invitations, presentations, and email campaigns.
- Manage guest lists, communications, vendors, venues, and event logistics.
- Track event timelines and identify opportunities to improve the attendee experience.
- Highly organized with exceptional attention to detail.
- Strong communicator who is proactive and confident
- Strategic thinker with excellent judgment and prioritization skills.
- Self-starter who takes ownership and follows through independently.
- Professional, discreet, and comfortable working in a fast-paced environment.
- Exceptional project management and organizational skills.
- Creative with a strong eye for design and event experience.
- Commercially minded with a focus on strengthening relationships and supporting business development.
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