Commercial Specialist, Executive Search Researcher

Egon Zehnder; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading leadership advisory firm in Montreal is seeking a motivated SBA, Commercial Specialist. In this role, you will support U.S. market teams in business development efforts, manage project workflows, and produce strategic insights. The ideal candidate will have strong communication skills, a problem-solving mindset, and at least 3 years of relevant experience. This position offers the opportunity to engage with top executives and contribute to impactful solutions in leadership advisory.

Qualifications

• Minimum of 3 years’ professional work experience.
• Demonstrated functional experience in B2B sales or consulting.
• Ability to manage multiple projects simultaneously.

Responsibilities

• Generate business development materials and conduct market research.
• Collaborate with internal and external stakeholders.
• Lead support initiatives for multiple projects.

Skills

Communication

Problem-solving

Critical thinking

Attention to detail

Education

Bachelor's degree

Tools

MS Office

PowerPoint

Excel

Job description

Overview

The Opportunity
Please submit application materials in English

Position Summary

We are seeking a motivated and detail-oriented SBA, Commercial Specialist to join our Expert team supporting the U.S. market from our Montreal office. 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 U.S. Commercial Center of Excellence, 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 Head of the U.S. Commercial Center of Excellence, with additional reporting to both the Research Leader and Managing Partner for Leadership Advisory Services in the U.S.

PG Intro/Summary

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.

Essential Duties and Responsibilities

Business Development

• 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

Research & Project Planning

• Build strong relationships and collaborate effectively with internal and external stakeholders
• Serve as the lead Expert for multiple simultaneous projects in collaboration with Consultants and other Experts
• 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
• 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

Knowledge Management

• Support global knowledge management by sharing expertise, capturing best practices, and building a strong internal network within key industries 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

Minimum Qualifications

• 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

Preferred Qualifications

• 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
• 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

About Egon Zehnder

Egon Zehnder is the world’s preeminent leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose.

We are built on a foundation that supports partnership in the truest sense of the word and aligns our interests with the interests of our clients. Our 560 consultants across 64 offices and 36 countries are former industry and functional leaders who collaborate seamlessly across geographies, industries and functions to deliver the full power of the Firm to every client, every time.

We partner closely with public and private corporations, family-owned enterprises, and non-profit and government agencies to provide executive search, leadership solutions, CEO search and succession, and board advisory.

We believe that together we can transform people, organizations and the world through leadership.

Due to high volume, we will only be contacting applicants who meet all of the minimum requirements listed in the job description. Only those applicants who align most closely with our minimum and preferred qualifications will be contacted for an interview. The Recruiting team at Egon Zehnder will retain your application materials and may contact you regarding future opportunities.

____________________________________________________________________________

Analyste principal(e) d’affaires, spécialiste commercial(e)

Sommaire du poste

Nous sommes à la recherche d’un(e) analyste principal(e) d’affaires, spécialiste commercial(e), motivé(e) et ayant le sens du détail pour se joindre à notre équipe d’experts qui soutient le marché américain à partir de notre bureau de Montréal. Dans le cadre de ce rôle dynamique, vous collaborerez avec nos équipes de consultants et d’experts en la matière pour stimuler les efforts de prospection de clientèle et soutenir la croissance des relations avec les conseillers en leadership dans l’ensemble des secteurs d’activité. Les principales responsabilités comprennent la production de documents pour la prospection de clientèle, la réalisation d’études de marché, la gestion des flux de travail des projets et la tenue à jour des connaissances. En tant que membre du centre d’excellence commercial américain, vous offrirez de l’information stratégique et du soutien en matière de mobilisation de la clientèle afin d’aider à fournir des solutions efficaces concernant le capital humain.

La personne idéale possède d’excellentes compétences en communication et en résolution de problèmes et est apte à gérer des priorités multiples. Le poste relève principalement du directeur ou de la directrice du centre d’excellence commercial, et plus particulièrement de la personne responsable de la recherche et de l’associé(e) directeur(rice) des services consultatifs en leadership aux États-Unis.

Présentation et résumé des fonctions du Groupe

La communauté des conseillers en leadership collabore étroitement avec certains conseils d’administration, directions générales et cadres supérieurs les plus respectés à l’échelle mondiale et entretient des liens serrés avec de nombreux secteurs d’activité et zones géographiques. En tant que conseiller de confiance des cadres supérieurs, le cabinet aide les clients dans l’ensemble des secteurs et des fonctions à évaluer, à perfectionner et à transformer les équipes et les personnes les plus influentes au sein des organisations. Le ou la spécialiste commercial(e) doit posséder une expérience pertinente ou manifester un intérêt marqué dans les interactions avec les cadres supérieurs et le soutien à la prospection de clientèle au plus haut niveau. Son rôle consiste notamment à créer des documents, des outils et des processus qui permettent aux consultants d’élargir et d’approfondir les relations avec les clients par l’entremise des services consultatifs en leadership. Pour réussir dans ce rôle, la personne doit faire preuve d’un esprit de collaboration et adopter une approche proactive pour partager des idées, poser des questions et contribuer à une culture de l’amélioration continue.

...

À propos d’Egon Zehnder

Analyste principal(e) d’affaires, spécialiste commercial(e) est un titre bilingue et le reste du contenu suit les versions anglaise et française du poste. Due to high volume, we will only be contacting applicants who meet all of the minimum requirements listed in the job description. Only those applicants who align most closely with our minimum and preferred qualifications will be contacted for an interview. Le recrutement continue.

Due to high volume, we will only be contacting applicants who meet all of the minimum requirements listed in the job description. Only those applicants who align most closely with our minimum and preferred qualifications will be contacted for an interview. The Recruiting team at Egon Zehnder will retain your application materials and may contact you regarding future opportunities.