Sales Operations & Business Development Analyst

Pinnacle Group, Inc.•Remote TX, TX

About The Position

The Sales Operations & Business Development Analyst supports strategic business development through market and competitive research, target account profiling, opportunity assessment, pipeline administration, CRM data management, sales analytics, and research enablement using AI-powered tools. The role provides Business Development Directors and Executives with account intelligence, buyer mapping, competitive insights, and materials to advance prospective opportunities. The analyst also supports proposals, presentations, RFP responses, cross-functional coordination, conferences and client events, sales process improvements, sales tools and technology, project execution, and recurring and ad hoc reporting for leadership and strategic decision-making.

Responsibilities

  • Conduct research on industry trends, market developments, competitive landscapes, economic indicators, and prospective business opportunities.
  • Research and profile prospective client organizations, including their operations, organizational structures, leadership teams, workforce requirements, and commercial characteristics.
  • Assess prospective opportunities for alignment with organizational capabilities, target markets, service offerings, strategic priorities, and commercial potential.
  • Use AI-powered tools, research platforms, and automated workflows to gather and analyze intelligence, improve prospect research, and increase productivity.
  • Maintain business development pipelines, including accurate opportunity records, consistent sales stage classifications, timely updates, and visibility into commercial activities.
  • Maintain CRM data integrity and assist with reporting, sales activity summaries, and dashboards.
  • Analyze sales activity, pipeline conversion, opportunity progression, deal velocity, and other metrics to identify trends, gaps, and process improvement opportunities.
  • Provide Business Development Directors and Executives with targeted research, account intelligence, buyer mapping, competitive insights, and supporting information.
  • Assist with client presentations, executive briefings, business proposals, RFP responses, market assessments, and other business development documentation.
  • Coordinate with Sales, Marketing, Finance, Operations, and other internal stakeholders to gather information and support commercial initiatives.
  • Support planning and administrative coordination for industry conferences, client meetings, networking events, and other business development activities.
  • Identify and support improvements to sales workflows, research processes, CRM utilization, reporting consistency, and administrative procedures through enhancements and automation.
  • Assist with the use and administration of sales enablement platforms, research databases, CRM applications, reporting tools, and other business development technologies.
  • Coordinate assigned business development projects, maintain timelines, track deliverables, and facilitate stakeholder communication.
  • Prepare recurring and ad hoc reports, market summaries, sales performance analyses, and presentation materials for leadership reviews, planning, and decision-making.
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