About the role
The Business Development & CRM Coordinator is the leverage layer of PRI's commercial team. The role does four connected things: it supports the firm's senior commercial team with sales support that makes their selling time more productive; it handles incoming opportunities so nothing falls through the cracks; it conducts the research and intelligence that pursuits depend on; and it owns HubSpot as the firm's CRM and keeps its data clean and useful. These mandates reinforce each other, and the role is expected to use AI tools throughout to work faster and deliver more.
The role exists to make PRI's senior commercial team more effective. Sector Vice Presidents and Account Managers are the firm's expensive, relationship-driven revenue generators; their time is best spent on major client relationships and closing work. This role does the legwork behind them, preparing for client meetings, researching accounts and prospects, qualifying and routing inbound opportunities, building materials, following up, and keeping the commercial data backbone clean, so senior commercial staff can focus on the work only they can do.
PRI views AI as a core tool for modern commercial work, and this role is expected to be a strong practical user of it, applying AI to accelerate research, drafting, data enrichment, and reporting. This is a firm-wide role reporting directly to the CEO. It works closely with the Sector Vice Presidents and Account Managers it supports, with the Proposal Manager on pursuits that convert, and with the Marketing Manager on campaigns and follow-up. It spans all five of the firm's sectors.
Responsibilities
Sales support to the senior commercial team
- Directly support Sector VPs and Account Managers in their selling activity. Do the legwork that makes senior commercial time more productive — from meeting preparation to follow-up to opportunity tracking.
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Prepare for client and prospect meetings. Assemble briefing materials, account backgrounders, meeting agendas, and the intelligence senior staff need to walk in prepared.
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Build sales and BD materials. Produce capability summaries, tailored one-pagers, follow-up packages, and other materials that support pursuits and client conversations, in coordination with the Marketing Manager.
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Manage follow-up and next steps. Track commitments, action items, and follow-ups coming out of client meetings so nothing is dropped after senior staff move on to the next thing.
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Maintain the CRM on behalf of the commercial team. Keep the VPs' and AMs' accounts, contacts, and opportunities current in HubSpot so their pipeline is always accurate without them having to do the data entry themselves.
Inbound opportunities and inside sales
- Serve as the first point of contact for inbound inquiries. Receive and respond promptly to incoming inquiries across the firm's five sectors, ensuring every opportunity is captured and acknowledged.
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Qualify incoming opportunities. Assess fit, sector, urgency, scope, and budget signals to determine whether and how PRI should pursue an opportunity.
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Route qualified opportunities with context. Hand off qualified opportunities to the right Sector VP or Account Manager, with the background and qualifying detail they need to engage effectively.
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Track and nurture opportunities. Log all inbound opportunities in HubSpot and follow them to a clear outcome, maintaining follow-up with prospects whose timing isn't yet right so PRI stays top-of-mind.
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Conduct light outbound activity. Support targeted outreach to prospects and target accounts identified by the Sector VPs.
Research and market intelligence
- Conduct account, prospect, and market research. Produce the account intelligence, competitive insight, and market understanding that Sector VPs and Account Managers need before and during pursuits — going beyond surface information to genuinely useful analysis.
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Use AI to accelerate and deepen research. Apply AI tools to research prospects, summarize information, synthesize findings, and turn raw information into concise, decision-ready briefings — quickly and at scale.
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Build and maintain target-account and prospect lists. Develop and keep current the firm's prospect lists and target-account plans across sectors.
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Monitor bid boards, procurement portals, and market signals. Track RFP alerts, procurement portals, and market developments across the sectors, and flag relevant opportunities to the right commercial leaders.
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Support go/no-go decisions. Supply the qualifying information, research, and pipeline context that pursuit leads and the CEO need to make disciplined go/no-go decisions.
CRM ownership and data hygiene
- Own HubSpot as the firm's CRM. Serve as the firm's administrator and steward of HubSpot — its configuration, properties, pipelines, and reports — keeping it fit for the commercial team's real needs.
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Own CRM data quality and hygiene. Maintain clean, accurate, deduplicated records through continuous upkeep, including AI-assisted data cleanup and enrichment, and complete the ongoing work of aligning records to PRI's sector and discipline taxonomy following the consolidation of legacy systems.
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Maintain client and account structure. Keep primary-sector assignments, account ownership, and contact data current and consistent, so pipeline and account reporting can be trusted.
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Produce pipeline and BD reporting. Build and maintain the dashboards and reports the CEO, Sector VPs, and Account Managers rely on to manage the pipeline.
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Coordinate CRM with the firm's other systems. Help keep client and project data coherent between HubSpot (CRM) and Deltek Vantagepoint (project accounting), so the commercial and financial pictures align.
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Set and enforce CRM standards, and support campaigns. Define data-entry standards, train users, and execute nurture sequences, event follow-up, and list segmentation in coordination with the Marketing Manager.
Qualifications and experience
Required
- Post-secondary education in Business, Marketing, Communications, or a related field — or equivalent experience.
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3+ years of experience in sales support, inside sales, business development support, or CRM administration, ideally in a professional-services, engineering, or B2B environment.
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Strong practical AI skills — demonstrated ability to use AI tools (such as large language models) effectively for research, writing, data work, and productivity, and genuine enthusiasm for applying AI to work smarter.
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Demonstrated research ability — a track record of conducting research and turning information into clear, useful, decision-ready insight.
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Hands-on CRM experience, including data entry, hygiene, and reporting — ideally with HubSpot.
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Comfort engaging prospects and clients by phone and email, with a responsive, professional, service-oriented manner.
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Strong organization and follow-through, with the discipline to ensure no opportunity, task, or record slips through the cracks.
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Meticulous attention to detail, and good written communication skills.
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A self-directed, proactive working style suited to a role that balances outreach and support with systematic data work.
Preferred
- Experience in the AEC (architecture, engineering, construction) or professional-services sector.
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Experience using AI tools specifically for sales, research, or CRM/data workflows.
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HubSpot administration experience, including custom properties, pipelines, workflows, and deduplication.
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Familiarity with Hubspot and Deltek Vantagepoint, or experience reconciling CRM data with a project-accounting or ERP system.
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Familiarity with public-sector procurement, bid boards, and RFP processes.
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Experience with marketing automation, nurture campaigns, or lead-generation activity.
What we're really looking for
This role blends several modes: the outgoing, responsive work of handling opportunities and supporting senior sellers; the analytical work of research and market intelligence; and the systematic, detail-oriented work of keeping the CRM clean. The strongest candidates are comfortable across all three and use AI fluently to do more, faster,quick and personable in responding to an inbound inquiry, sharp and resourceful in researching an account, and disciplined and orderly in maintaining the data behind it all. We will be looking for the service instinct, the research mind, the data discipline, and genuine AI fluency.
