Business Development & event Coordination Analyst

Lockton; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Lockton is seeking a detail-oriented, proactive professional to manage and maintain the CRM, craft client communications, and lead business development activities. You will run weekly pipeline reviews, develop presentations and marketing collateral, manage LinkedIn content and events, and coordinate client conferences from start to finish.

You will also design invitations and emails, manage guest lists and vendors, and ensure a smooth attendee experience through careful timeline tracking and

Qualifications

• Highly organized with exceptional attention to detail.
• Strong communicator who is proactive and confident
• Strategic thinker with excellent judgment and prioritization skills.
• Self-starter who takes ownership and follows through independently.
• Professional, discreet, and comfortable working in a fast-paced environment.
• Exceptional project management and organizational skills.
• Creative with a strong eye for design and event experience.
• Commercially minded with a focus on strengthening relationships and supporting business development.

Responsibilities

• Manage and maintain the CRM, ensuring accurate contact records, meeting notes, and pipeline activity.
• Lead weekly business development pipeline reviews and track follow-up actions.
• Draft client communications and develop presentations, pitch materials, and other marketing collateral.
• Manage LinkedIn content and executive profiles to support thought leadership.
• Plan and execute conferences, receptions, and client events from start to finish.
• Design event materials, invitations, presentations, and email campaigns.
• Manage guest lists, communications, vendors, venues, and event logistics.
• Track event timelines and identify opportunities to improve the attendee experience.

Skills

Highly organized

Strong communicator

Strategic thinker

Self-starter

Professional, discreet

Project management

Creative design

Commercially minded

CRM management

LinkedIn content management

Tools

CRM software

LinkedIn

Job description

• Manage and maintain the CRM, ensuring accurate contact records, meeting notes, and pipeline activity.


• Lead weekly business development pipeline reviews and track follow-up actions.


• Draft client communications and develop presentations, pitch materials, and other marketing collateral.


• Manage LinkedIn content and executive profiles to support thought leadership.


• Plan and execute conferences, receptions, and client events from start to finish.


• Design event materials, invitations, presentations, and email campaigns.


• Manage guest lists, communications, vendors, venues, and event logistics.


• Track event timelines and identify opportunities to improve the attendee experience.

Your Responsibilities

• Manage and maintain the CRM, ensuring accurate contact records, meeting notes, and pipeline activity.


• Lead weekly business development pipeline reviews and track follow-up actions.


• Draft client communications and develop presentations, pitch materials, and other marketing collateral.


• Manage LinkedIn content and executive profiles to support thought leadership.


• Plan and execute conferences, receptions, and client events from start to finish.


• Design event materials, invitations, presentations, and email campaigns.


• Manage guest lists, communications, vendors, venues, and event logistics.


• Track event timelines and identify opportunities to improve the attendee experience.

Qualifications

• Highly organized with exceptional attention to detail.


• Strong communicator who is proactive and confident


• Strategic thinker with excellent judgment and prioritization skills.


• Self-starter who takes ownership and follows through independently.


• Professional, discreet, and comfortable working in a fast-paced environment.


• Exceptional project management and organizational skills.


• Creative with a strong eye for design and event experience.


• Commercially minded with a focus on strengthening relationships and supporting business development.