Sales Operations & Business Development Analyst

Pinnacle Group, Inc.; Clifton (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Pinnacle Group, Inc. in Texas seeks a diligent Business Development Research Analyst to conduct market and industry research, map accounts, and support strategic growth initiatives.

You will work with Sales, Marketing, Finance, and Operations to assemble client materials, RFP responses, and market assessments, helping leadership make informed decisions. Join a values-driven, women and minority-owned workforce solutions leader with a national footprint and a commitment to delivering results.

Responsibilities

• Research industry trends, market developments, competitive landscapes, and economic indicators to guide strategic business development decisions.
• Research prospective client organizations’ operations, structures, leadership, workforce needs, and commercial characteristics for account prioritization and sales prep.
• Evaluate opportunities against capabilities, target markets, services, and priorities to determine alignment and value.
• Use AI tools, research platforms, and automated workflows to gather market intelligence and improve productivity.
• Support BD pipeline management with accurate records, clear sales stages, and timely updates.
• Maintain CRM data integrity, assist with reporting, and develop dashboards for BD performance.
• Analyze sales activity, pipeline metrics, and deal velocity to identify trends and improvement opportunities.
• Provide Directors with targeted research, account intelligence, buyer mapping, and competitive insights.
• Assist in preparing client presentations, briefs, proposals, RFPs, and market assessments.
• Collaborate with Sales, Marketing, Finance, Operations to gather information and coordinate deliverables.
• Plan and coordinate industry events, client meetings, and BD activities.
• Identify ways to improve workflows, CRM usage, and reporting through automation.
• Assist with sales enablement platforms, databases, CRM, and reporting tools.
• Coordinate BD projects, track timelines and deliverables, and ensure timely completion.
• Prepare recurring and ad hoc reports and presentations to support leadership planning.

Job description

For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level.

• Conduct comprehensive research on industry trends, market developments, competitive landscapes, economic indicators, and prospective business opportunities to support strategic business development decisions.
• Research prospective client organizations, including business operations, organizational structures, leadership teams, workforce requirements, and relevant commercial characteristics to support account prioritization and sales preparation.
• Evaluate prospective business opportunities against organizational capabilities, target markets, service offerings, and strategic priorities to help determine alignment and commercial potential.
• Leverage AI-powered tools, research platforms, and automated workflows to gather market intelligence, streamline information analysis, enhance prospect research, and improve operational productivity.
• Support the management and maintenance of business development pipelines, ensuring accurate opportunity records, consistent sales stage classifications, timely updates, and visibility into active commercial activities.
• Maintain CRM data integrity, assist with reporting processes, develop sales activity summaries, and support dashboards that provide actionable insights into business development performance.
• Analyze sales activity, pipeline conversion rates, opportunity progression, deal velocity, and other relevant metrics to identify performance trends, operational gaps, and opportunities for process improvement.
• Provide Business Development Directors and Executives with targeted research, account intelligence, buyer mapping, competitive insights, and supporting information required to advance prospective business opportunities.
• Assist in preparing client presentations, executive briefing materials, business proposals, RFP responses, market assessments, and other documentation supporting business development initiatives.
• Collaborate with internal stakeholders across Sales, Marketing, Finance, Operations, and other departments to gather relevant information, coordinate deliverables, and support commercial initiatives.
• Support the planning, organization, and administrative coordination of industry conferences, client meetings, networking events, and other business development activities.
• Identify opportunities to improve sales workflows, research processes, CRM utilization, reporting consistency, and administrative procedures through process enhancements and automation.
• Assist with the utilization and administration of sales enablement platforms, research databases, CRM applications, reporting tools, and other technologies supporting business development operations.
• Coordinate assigned business development projects, maintain project timelines, track deliverables, and facilitate communication among stakeholders to ensure timely completion of operational initiatives.
• Prepare recurring and ad hoc reports, market summaries, sales performance analyses, and presentation materials to support leadership reviews, planning discussions, and strategic decision-making.