Business Development & Client Success Coordinator

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: TYPE OF WORK

Part Time

: SALARY

700

: HOURS PER WEEK

20

: DATE UPDATED

Aug 7, 2026

JOB OVERVIEW

About the Company

Our client provides fractional CFO and outsourced financial advisory services to small businesses, service-based companies, and marketing agencies across the United States.

Since 2016, they have helped business owners gain financial clarity, improve cash flow, increase profitability, and make confident growth decisions through strategic financial leadership and advisory support.

The company is built on strong values of integrity, relationship-building, active listening, leadership, continuous learning, and delivering meaningful financial outcomes for every client they serve.

About the Role

We are seeking a highly confident, relationship-driven, and proactive Growth & Client Relations Coordinator to support business growth through personalized outreach, lead nurturing, appointment setting, and pipeline management.

This role is ideal for someone who naturally enjoys connecting with people, building trust, starting conversations, and maintaining relationships. While this is not a high-pressure sales position, it does require strong sales instincts, business development experience, and the ability to confidently engage prospective clients and move opportunities forward.

The ideal candidate possesses excellent English communication skills (near-native fluency), strong emotional intelligence, and a professional presence that allows them to build credibility with business owners and decision-makers.

You will serve as an extension of the leadership team, helping ensure that every qualified opportunity receives consistent attention, thoughtful follow-up, and a positive experience throughout the sales process.

Key Responsibilities
Prospect Outreach & Relationship Building

• Conduct personalized outreach through LinkedIn, email, and other communication channels.

• Initiate conversations and build genuine relationships with prospective clients.

• Nurture leads through consistent follow-up and strategic engagement.

• Re-engage inactive prospects and identify opportunities to restart conversations.

• Represent the company professionally while building trust and credibility.

Appointment Setting & Opportunity Management

• Schedule qualified Interest Meetings and Discovery Calls.

• Manage prospect communications before and after meetings.

• Confirm attendance and ensure prospects are properly prepared.

• Maintain ---------- ntum throughout the sales process.

• Help move opportunities forward through proactive communication and follow-up.

CRM & Pipeline Management

• Maintain accurate and organized records within HubSpot CRM.

• Track lead status, communication history, follow-up tasks, and next actions.

• Monitor pipeline activity and identify opportunities requiring attention.

• Utilize CRM data to prioritize outreach efforts.

• Ensure no qualified opportunity falls through the cracks.

Prospect Research & Business Development Support

• Research target companies, business owners, and decision-makers.

• Identify qualified prospects through LinkedIn and other channels.

• Gather relevant information to improve outreach effectiveness.

• Support leadership with market intelligence and opportunity identification.

Meeting Preparation & Executive Support

• Prepare prospect summaries and meeting briefs.

• Coordinate scheduling logistics and supporting materials.

• Assist with post-meeting follow-up and relationship nurturing.

• Support leadership throughout the client acquisition process.

AI-Assisted Communication & Process Improvement

• Utilize ChatGPT, Claude, and other AI tools to improve outreach efficiency.

• Draft personalized messages while maintaining authentic communication.

• Recommend process improvements that increase engagement and conversion rates.

• Continuously identify opportunities to improve systems and productivity.

Qualifications
Required Experience

Minimum 2+ years of experience in one or more of the following:

• Sales Development Representative (SDR)

• Appointment Setter

• Business Development Representative (BDR)

• Client Success

• Customer Success

• Relationship Management

• Executive Assistant

• Sales Support

• Lead Generation

• CRM Administration

• Marketing Coordination

Required Skills
Communication & Sales Skills

• Exceptional verbal and written English communication skills.

• Near-native English fluency and professional pronunciation.

• Strong confidence speaking with business owners and decision-makers.

• Natural relationship-building ability and strong interpersonal skills.

• Strong consultative communication style.

• Ability to build rapport quickly and maintain meaningful conversations.

• Professional, engaging, and personable communication style.

Business Development Skills

• Experience with lead nurturing and appointment setting.

• Understanding of sales pipelines and prospect management.

• Ability to confidently follow up without being overly aggressive.

• Strong ability to identify opportunities and move conversations forward.

Organizational Skills

• Highly organized with exceptional attention to detail.

• Strong time management and prioritization skills.

• Ability to manage multiple prospects and follow-up sequences simultaneously.

• Self-motivated and capable of working independently.

Technology & Productivity

• Comfortable utilizing AI tools to improve communication and efficiency.

• Strong CRM management and documentation skills.

• Ability to learn new systems and processes quickly.

Technical Skills

Intermediate proficiency preferred in:

• HubSpot CRM

• LinkedIn

• ChatGPT, Claude AI, or similar AI tools

• Google Workspace

• Zoom

• Microsoft Teams

• Email Outreach Platforms

• Asana or similar project management tools

Preferred Qualifications

• Previous sales, appointment setting, or business development experience.

• Experience supporting consulting, coaching, agency, professional services, or financial services businesses.

• Experience working directly with business owners or executives.

• Familiarity with outbound prospecting and relationship-based sales.

• Experience with HubSpot CRM and pipeline management.

• Understanding of consultative selling methodologies.

• Experience using AI tools for personalized outreach.

Work Schedule
Part-Time Position

• Up to 20 hours per week

• Compensation: $700 USD per month

Preferred Availability

• Available during U.S. Central Time business hours

• Flexible schedule between 8:00 AM – 6:00 PM CST

• Split-shift availability preferred (morning and afternoon coverage)

How to Apply

To apply, please submit:

• Updated Resume

• A 60–90 second self-introduction video explaining your sales, client relationship, or business development experience and why you are a strong fit for this role.

Important: Strong English communication skills will be heavily evaluated during the hiring process.

Note: Only applications submitted within 48–72 hours of this posting will be considered.

Subject Line: GCRC – [Your Name]

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Business Development & Client Success Coordinator

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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