Business Development Coordinator
Part\-Time → Full\-Time \| Remote \| High Point Advisory Group
About Us
We’re a fast\-growing financial and strategic advisory firm that supports lower middle market businesses, private equity firms, family offices, and real estate investment platforms through every stage of the business lifecycle. Our services span four verticals — Accounting \& Finance, Transaction Services, Strategic \& Exit Advisory, and Capital Advisory — covering everything from full\-service managerial accounting and outsourced controllership to buy\-side and sell\-side M\&A advisory, transaction readiness, and CFO\-level strategic support.
Whether our clients are preparing to raise capital, optimize portfolios, or navigate complex transitions, we help drive clarity, performance, and results by combining Big 4 expertise with operator practicality.
The Role
We’re seeking a Business Development Coordinator to drive operational excellence across our growth function. This is a revenue\-enabling role at the heart of our sales engine — you’ll own pipeline integrity, accelerate deal velocity, and ensure every prospect interaction translates into a clean, tracked, followed\-up opportunity.
Ideal candidates have a sales operations mindset and an instinct for what makes pipelines move. You think in terms of cycle times, conversion rates, and stuck deals — and you know how to use a CRM as a strategic tool, not a checkbox exercise. You’re the person who makes sure no qualified prospect falls through the cracks and no proposal sits unsigned for longer than it should.
You’ll partner directly with firm leadership on every active deal, coordinate with our four vertical leads on hand\-offs from sales to delivery, and serve as the operational backbone of our business development effort across all four service lines.
Role Trajectory
This role is built to scale. We’re hiring at part\-time (15\-20 hrs/week) with a structured ramp to full\-time within 90 days based on demonstrated fit and firm needs. As the firm grows, this role grows with it — expanding from sales operations into broader revenue operations and business development leadership over time.
Key Responsibilities
- Own CRM hygiene and pipeline integrity — every deal, every stage, every next step accurately reflected in real time
- Drive deal velocity by managing follow\-up cadences and surfacing stalled deals before they go cold
- Generate engagement letters and proposals from approved templates; route for signature and chase to close
- Build and maintain weekly pipeline reports, forecast snapshots, and conversion analytics for firm leadership
- Assemble and tailor pitch decks, capabilities presentations, and sales collateral by vertical (Accounting \& Finance, Transaction Services, Strategic \& Exit Advisory, Capital Advisory)
- Coordinate hand\-offs from sales to delivery, ensuring vertical leads are briefed and clients have a seamless transition into engagement
- Conduct prospect research and prepare pre\-meeting briefing packets
- Identify recurring bottlenecks in the sales process and propose improvements to systems, templates, and workflows
- 4\+ years in sales operations, business development, revenue operations, or a similar growth\-focused role
- Hands\-on mastery of a major CRM (HubSpot, Salesforce, Pipedrive, or similar) — you’ve built workflows, run reports, and owned data quality
- Track record of driving measurable improvements in pipeline velocity, conversion, or close rate
- Demonstrated ownership of contract workflows and e\-signature tools (DocuSign, PandaDoc, Adobe Sign)
- Strong analytical instincts — you can spot a stuck deal, a stalled stage, or a leaky funnel
- Strong written communication — you can draft a follow\-up that reads like the principal wrote it
- Proficiency in PowerPoint and/or Google Slides for assembling client\-ready decks from modular templates
- Self\-directed and reliable — you operate without daily check\-ins and never let a thread go silent
- Background in professional services, advisory, accounting, financial services, or M\&A firms
- Experience implementing sales cadences, pipeline reporting, or CRM hygiene processes from scratch
- Familiarity with engagement letter structures and the rhythms of a professional services sales cycle
- Comfort with AI tools (Claude, ChatGPT, AI meeting note tools) to accelerate drafting, summarization, and CRM logging
- Prior exposure to private equity, family office, or real estate investment client environments
- CRM is clean, current, and trusted — leadership looks at it daily and believes the data
- Average sales cycle time has measurably decreased
- Zero proposals or engagement letters stuck in limbo without a known next action
- Firm leadership spends measurably more time in front of prospects and less time on sales admin
- You’ve transitioned to full\-time and are owning the sales operations function
- What is your earliest possible start date?
- Are you seeking a role that will scale to full\-time? (Required)
- Describe a time you measurably improved pipeline velocity or close rate. What was the metric, and what did you do?
What We’re Looking For
Bonus Points For
What Success Looks Like in 90 Days
Engagement Details
Job Type: Part\-time / Contract → Full\-time within 90 days
Hours: 15\-20 hrs/week to start, scaling to 40 hrs/week by Week 10
Location: Remote; U.S. business hours overlap required
Compensation: Competitive compensation aligned with full\-time market rate, prorated during ramp period
Application Questions
Experience
Sales operations, business development, or revenue operations: 4 years (Required)
Professional services or financial services: 2 years (Preferred)
Work Location: Remote
Pay: $30\.00 \- $50\.00 per hour
Work Location: Remote