[Hiring] Business Development & Marketing Associate @Raphael and Associates

Role Description

We are seeking a highly organized and detail-oriented Business Development & Marketing Associate to support our teams. This role focuses on administrative coordination, client support, Salesforce CRM management, marketing assistance, and business development operations.

The ideal candidate is proactive, professional, tech-savvy, and capable of managing multiple priorities while supporting client relationship initiatives and internal growth strategies.

Key Responsibilities

• Business Development Support
  • Provide administrative support to the Business Development team
  • Assist with scheduling client meetings, presentations, conference calls, and industry events
  • Prepare proposals, presentations, reports, and client-facing materials
  • Track business development activities, opportunities, and follow-up items
  • Support RFP/RFI responses and proposal coordination efforts
  • Maintain organized records of prospects, contracts, and client communications
• Client Relationship Management
  • Maintain and update Salesforce CRM records, contacts, opportunities, and pipeline activity
  • Generate reports and dashboards for leadership and sales tracking
  • Ensure data accuracy and consistency across CRM systems
  • Assist with lead tracking, campaign management, and client outreach initiatives
  • Support CRM process improvements and user adoption efforts
  • Serve as a professional point of contact for clients and prospects
  • Support onboarding and ongoing communication with clients
  • Assist with client reporting requests and follow-up communications
  • Coordinate internal resources to ensure timely responses to client needs
  • Help maintain strong client relationships through proactive support and communication
• Marketing Coordination
  • Assist with marketing campaigns, email communications, and social media coordination
  • Support development of marketing collateral, newsletters, and promotional materials
  • Coordinate conference registrations, sponsorships, and event logistics
  • Maintain marketing content libraries and branded materials
  • Help monitor marketing performance metrics and campaign effectiveness

Qualifications

• Bachelor’s degree or equivalent professional experience in Business, Marketing, Communications, or related field
• Experience in insurance claims environment, TPA or professional services industries
• 1–3 years of administrative, marketing, sales support, or client service experience
• Experience using Salesforce or similar CRM platforms
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Knowledge of marketing platforms such as Mailchimp, Canva, or LinkedIn campaigns

Benefits

• Competitive compensation and benefits package commensurate with experience
• Base salary and performance-based incentives
• Paid time off
• Comprehensive medical, dental, vision, and life insurance
• 401(k) plan with company matching