Commercial Specialist, Leadership Advisory Services Team

Egon Zehnder•Boston, MA

5h•$85,000 - $95,000

About The Position

We are seeking a motivated and detail-oriented SBA, Commercial Specialist to join our Expert team supporting the U.S. market. In this dynamic role, you will collaborate with our teams of consultants and subject matter experts to drive business development efforts and support the growth of Leadership Advisory relationships across industries. Key responsibilities include generating business development materials, conducting market research, managing project workflows, and maintaining knowledge assets. As a core member of the US Leadership Advisory pitching team, you will provide strategic insights and client engagement support to help deliver impactful human capital solutions. The ideal candidate is a strong communicator and problem-solver with the ability to manage multiple priorities. This role reports primarily to the Leadership Advisory Pitching Manager, with additional reporting to both the Research Leader and Managing Partner for Leadership Advisory Services in the U.S. The Leadership Advisory community works closely with some of the world’s most respected boards, C-suites, and individual executives globally and maintains close ties within multiple industries and geographies. As a trusted adviser to top executives, the Practice assists clients across sectors and functions to assess, develop, and transform the most prominent teams and individuals within organizations. The Commercial Specialist should bring relevant experience—or a strong interest—in engaging with senior executives and supporting business development at the highest levels. This includes creating materials, tools, and processes that enable consultants to expand and deepen client relationships through Leadership Advisory Services. Success in this role requires a collaborative mindset and a proactive approach to sharing ideas, asking questions, and contributing to a culture of continuous improvement.

Requirements

Bachelor’s degree required
A minimum of 3 years’ professional work experience (post-undergrad)
Demonstrated functional experience of a similar nature (e.g., B2B sales, pitching, qualitative or legal research, professional services/consulting, project planning)
Previous project-based experience working effectively on multiple mandates simultaneously
Ability to effectively operate in a fast-paced, client-driven environment
Exceptional critical thinking and analytical skills
Proficient in MS Office, specifically PowerPoint
Excellent verbal and written communication ability
Demonstrates strong attention to detail

Nice To Haves

Affinity and interest in the leadership advisory and/or professional services
Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision
Exposure to user-centered design and basic graphic design principles, including an understanding of how design can improve communication, usability, and audience engagement.
Demonstrated ability to push back constructively and offer solutions
Forward-thinking, structured, and process-oriented thinker
Proficient in Excel, Sharepoint administration
Certified in Knowledge Management and/or Project Management
Self-starter mentality with good business judgement

Responsibilities

Provide creative pitch materials and outreach strategies to client facing teams with a consistent focus on quality and speed
Create high-quality client documentation (e.g., pitch decks, scope of work/letter of proposal documents, pricing strategies, sample reports, etc.)
Design and implement self-service tools and resources to streamline pitch development and execution, including standardized templates, pricing models, and customized materials.
Lead and support business development initiatives by proactively tracking market trends, company developments, and executive movements to inform strategic outreach.
Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
Build strong relationships and collaborate effectively with internal and external stakeholders.
Serve as the Pre-Project (pitches & business development) Expert for multiple simultaneous projects in collaboration with Consultants and other members of the Research team
Work with the market analyst to identify priority targets through market research, leveraging various data sources, and developing tailored, scalable business development solutions.
Identify, calibrate and prioritize potential business development materials and solutions through a thorough research process, the internal Firm network and external resources
Identify priority targets through market research, leveraging various data sources, and developing tailored, scalable business development solutions.
Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
Support global knowledge management by sharing expertise, capturing best practices, and building a strong internal network within key segments or functions.
Maintain and grow the US LAS community’s regional Knowledge Base by sharing bespoke work product, generating new standard materials, and categorizing submitted materials.
Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams