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Title: Business Development Coordinator

Standard Hours: 40

Primary Location: Home Office

Reports to: CRO Division, Vice President of Sales and Client Services

Job Description

The Business Development Coordinator plays a key support role within the Business Development team, serving as a central point of coordination across client-facing activities, sales support functions, and new client onboarding. This position is responsible for managing day-to-day client communications, maintaining accurate records within our Zoho CRM platform, and ensuring a seamless experience for both prospective and existing credit union partners. The Business Development Coordinator will assist in the preparation of implementation and presentation materials, support referral billing processes, and coordinate conference logistics and follow-up activity. Additionally, this position plays an integral role in new client onboarding and program launches, including quality assurance testing on the OPAL Platform and conducting outreach to ensure clients are equipped to navigate our full suite of platforms and program resources. The ideal candidate is highly organized, detail-oriented, and comfortable working in a dynamic, client-focused environment.

Primary Responsibilities:

Sales Support Responsibilities

• Implementation Documents – Create clear and professionally formatted implementation documents to be sent to credit unions, outlining program details, onboarding steps, and relevant launch instructions.

• Presentation Decks – Assist in the formulation and development of presentation decks in coordination with the marketing team, ensuring materials are polished, on-brand, and aligned with sales objectives.

• Referral Billing – Track, reconcile, and process referral billing activity, ensuring accuracy and timely completion in alignment with program agreements.

• Conference Ordering & Registration – Coordinate conference and event logistics including attendee registration, materials ordering, and tracking deadlines and associated costs.

• Prospective Meeting Follow-Up – Complete follow-up action items stemming from prospective client meetings, including the collection of requested materials, due diligence documentation, and any outstanding items needed to advance the relationship forward.

• Conference Follow-Up – Manage post-conference outreach for both existing client conversations and prospective leads. This includes gathering next-step materials, coordinating outbound phone calls following the delivery of materials, and ensuring all follow-up activity is tracked and completed in a timely manner.

Client Facing Responsibilities

• Zoho CRM Management – Maintain and update client records within Zoho, our Client Relationship Management platform. This includes responding to and triaging incoming support tickets through Zoho Desk, ensuring timely resolution, and keeping contact information current as personnel changes occur (staff departures, role transitions, new points of contact, etc.).

• QC / Help Create Addendums for Program Changes – Review and quality-check addendums related to updates or changes to existing client programs, ensuring accuracy and alignment with agreed-upon terms. Draft new addendums in coordination with internal stakeholders as needed prior to client distribution.

• OPAL/UAS – client online banking/core integration. Spearhead the process and work with client facing team to proactively seek integration of OPAL and/or UAS data within our partner credit union’s online banking or core platforms via API and SSO connectivity.

New Client/Program Onboarding

• OPAL Platform Testing – Prior to any new program launch, create sample applications and execute test submissions on the OPAL Platform. Document process flow and review all output to verify accuracy prior to go-live, flagging any discrepancies to the appropriate team members.

• New Client Training Outreach – Coordinate and conduct outreach to new clients for training purposes, ensuring they are familiar with and comfortable navigating our full suite of platforms and program resources. This includes the OPAL and UAS Connect Platforms, Student Loan Center, Data Warehouse, Digital Mailer, and overall program parameters.

• Other duties as assigned.

Requirements:

• Bachelor’s Degree or equivalent relevant experience.

• Prior experience in a client-facing, sales support, or administrative coordination role preferred.

• Knowledge of the student loan industry is helpful.

• Proficiency with CRM platforms; experience with Zoho is a plus.

• Strong organizational skills with the ability to manage multiple priorities simultaneously.

• Excellent written and verbal communication skills; ability to present professionally in both internal and external settings.

• Detail-oriented with a commitment to accuracy in documentation, billing, and client records.

• Ability to work independently and exercise sound judgment in a fast-paced, growing environment.

• Ability to handle confidential and proprietary information with discretion.

• Travel required 15% of time.

Work Conditions:

• Sitting for extended periods of time.

• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other devices and objects.

• Physically able to participate in training sessions, presentations, and meetings.

• Limited travel required for the purpose of attending conferences, company meetings, and client visits.

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