Recruitment Business Development Analyst

Dexian; San Diego (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading recruitment services firm is seeking a Business Development Analyst in San Diego, California. This hybrid role involves processing referrals from recruiting firms and requires extensive experience in business operations. The ideal candidate will possess strong CRM skills, particularly with Salesforce, and excellent communication abilities to ensure an effective lead management process. If you have a keen eye for detail and thrive in dynamic environments, apply now to join this dynamic team.

Qualifications

• 13 years of experience in business/recruiting operations or administrative processing.
• Strong attention to detail and high accuracy in data handling.
• Ability to manage high volume and shifting priorities in a fast-paced environment.

Responsibilities

• Receive and process referrals for prospective advisors from ORFs.
• Validate referral details and conduct preliminary reviews.
• Populate qualified referral information in CRM (Salesforce).
• Communicate with ORFs regarding referral assignment and follow-up actions.

Skills

Processing leads from recruiting firm

Salesforce experience

Excellent communication skills

Strong attention to detail

Tools

Salesforce

CRM systems

Job description

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.