Relationship Marketing & Biz Dev Coordinator

Rate; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) plan

Vacation benefits

Medical, dental, vision, and Rx

Flexible benefits

Life insurance and death benefits

Critical care insurance

Personal accidental insurance

Commuter benefits

Pet insurance

Time off and leaves

Well-being benefits

Legal planning assistance; identity 보호

Job summary

Rate is seeking a driven Business Development & Marketing Coordinator in Chicago to support VP referrals and marketing initiatives. You will coordinate partner outreach, manage projects, and help drive growth in a fast-paced environment.

The ideal candidate is outgoing, organized, with strong communication and a customer-focused mindset. Proficiency in Outlook, Word, Excel, and CRM systems is a plus; mortgage or sales experience is not required.

Qualifications

• Previous experience in relationship management, client services, marketing, event coordination, business development, or a similar customer-facing role preferred.
• Mortgage or sales experience is not required.
• Outgoing, energetic, and sales-minded personality with a genuine passion for building relationships.
• Exceptional verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple projects and deadlines.
• Comfortable working independently while thriving in a collaborative, fast-paced environment.
• Proficiency with Microsoft Outlook, Word, Excel, and other standard business applications.
• Experience with CRM systems and social media is a plus.
• Relationship-driven role requiring a professional, customer-focused approach.

Responsibilities

• Outreach to new and existing referral partners to schedule appointments and strengthen relationships.
• Manage ongoing communication, projects, and requests from referral partners.
• Track referral partner performance and ROI to assess marketing investments.
• Prepare and submit expense reports while tracking reimbursements and budgets.
• Coordinate marketing events, including planning and guest management.
• Create co-branded marketing materials and fulfill partner requests.
• Manage monthly client closing gifts and ensure timely delivery.
• Coordinate holiday outreach campaigns and appreciation initiatives for partners.
• Maintain CRM records, calendars, and project timelines; support executives.
• Provide general administrative and marketing support and collaborate with teams.

Skills

Relationship management

Client services

Marketing

Event coordination

Business development

CRM systems

Social media

Tools

CRM systems

Microsoft Office

Job description

Rate is seeking a driven Business Development & Marketing Coordinator in Chicago to support VP referrals and marketing initiatives. You will coordinate partner outreach, manage projects, and help drive growth in a fast-paced environment.

The ideal candidate is outgoing, organized, with strong communication and a customer-focused mindset. Proficiency in Outlook, Word, Excel, and CRM systems is a plus; mortgage or sales experience is not required.