Recruitment Business Development Analyst

Schedule - Hybrid / Will be more onsite during the training process; onsite requirement will be adjusted overtime The Business Development Analyst will support our Outside Recruiting Firm (ORF) account specialist team and be responsible for managing, evaluating, and routing referrals generated by ORF. This role ensures all referral information is accurately captured, screened, prioritized, and distributed to the appropriate internal and external stakeholders. The Specialist plays a critical part in maintaining data integrity, accelerating growth goals, and delivering a high touch, quality experience for Outside Recruiting Firms. Alt Title: Lead processing analyst Must Have: processing leads from recruiting firm Sending emails Salesforce exp needed or any exp with CRM systems Hybrid role- more onsite in training Financial Service preferred not necessary Bring leads from outside recruiting firms Core responsibilities: Lead Intake & Management: Receive and process referrals for prospective advisors from ORFs in a timely manner. Validate referral details and conduct preliminary reviews to ensure basic qualification alignment. Disposition unqualified referrals based on pre-defined criteria and communicate clearly with ORFs. Populate qualified referral information in CRM (Salesforce) with accuracy and consistency. Workflow Coordination: Assign qualified leads to the appropriate internal stakeholder(s). Communicate with ORFs regarding referral assignment, status, updates, and follow-up actions. BELOW NOT NEARLY AS PERTINENT BUT POSSIBLE AREAS FOR ADDITIONAL ADHOC SUPPORT Other adhoc support 10% Onboarding new ORFs Organize standard internal documents required for new vendor onboarding. Review and upload new vendor onboarding documents in Ariba (vendor mgmt. platform) Partner with internal stakeholders to ensure proper vendor due diligence and onboarding completeness. Reporting Track volume, quality, and conversion metrics for all processed referrals. Generate and extract referral reporting metrics from CRM (Salesforce) for distribution to external stakeholders. Required Qualifications: 13 years of experience in business/recruiting operations or administrative processing. Strong attention to detail and high accuracy in data handling. Familiarity with CRM systems (Salesforce). Excellent written and verbal communication skills. Ability to manage high volume and shifting priorities in a fast paced environment. #J-18808-Ljbffr Dexian