Business Development Associate
REPORTS TO:  President/CEO 


Self-motivatedself-directed individual functioning within an associate role to provide comprehensive support to Customer Service Manager (CSM) and President to assist customers/prospects in need of group / individual IT training at MAX Technical TrainingAn environment of collaborative contribution toward selling private, custom, and public classes with a focus on relationship development with potential/incoming students.  Business Development Associate work contributes to good customer relationships and enables CSM and President to spend more time selling.  This is an entry-level position in which a successful candidate will be mentored and developed into a full Account Management role with MAX major accounts.   



  • Excellent administrative/clerical skills with computer proficiency  
  • Must possess attention to detail to include customers requests entry accurately in ‘live time’; communicate clear instructions to other departments 
  • Excellent interpersonal skills to interface directly with customers and collaborate effectively with other departments at MAX:   marketing, trainingaccounting, and operations 
  • Excellent customer service skills for polite and effective communication with customers’ inquiries or complaints 
  • Must possess excellent writing skills 
  • Responsible, punctual, and reliable 
  • Foundational technical knowledge of IT required 



  • A high school diploma and/or vocational qualification or previous experience in customer service, sales support, or administrative support 
  • Microsoft: Word, Excel, Outlook, Teams, CRM knowledgeand LinkedIn 


Key Competencies 

  • Business acumen 
  • Motivating others 
  • Interpersonal savvy 
  • Flexibility with the ability to “think on your feet”  
  • Drive for results 
  • Oral, written, and presentation skills 
  • Time management 
  • Responsive and patient 
  • Builder of effective teams 
  • Self-motivated  
  • Self-directed


The Business Development Associate (BDA) carries out various functions to assist CSM and President in achieving identified sales goals to perform efficiently  

  • Contact customers and prospects to arrange conference calls or face to face meetings on behalf of CSM and President  
  • Prepare quotations or statements of work under the direction of CSM and President 
  • Answer customers’ questions about classes, prices, availability 
  • Contact prospective or existing customers to discuss how services can align with their current needs 
  • Emphasize or recommend service features based on knowledge of customers’ needs and vendor capabilities and limitations 
  • Identify and upsell opportunities  
  • Create and maintain customer records and activities; complete database additions, updates and general maintenance in ‘live time’ 
  • Provide prompt followup on customers’ phone calls/e-mails  
  • Follow up on quotes, “reserved” status students, leads and sales opportunities under the direction of CSM and President
  • Update details when contacts change or when customers request quotations or place orders  
  • Process incoming orders or via mail, phonee-mail, and online ordering 
  • Document customer challenges on record so sales representatives and managers have a complete picture of customers’ interactions with MAX Technical Training 
  • Oversight of private class management: confirm content, logistics, prepare roster, prepare workflow, and follow up  
  • Collect specific contacts from CRM for targeted marketing campaigns 
  • Communicate with Registrar regarding any rescheduled classes and next steps with clients affected  
  • Quote prices, credit terms, contract terms, or fulfillment dates for services 
  • Coordinate with Subject Matter Experts (SME) to explain technical product or service information to customers and design custom education solutions 
  • Attend networking events and staff MAX booth at events 
  • Provide backup responsibilities for phone coverage 

Growth Opportunity – the ideal candidate will become a full Business Development Manager in one year and manage accounts independently and will receive additional compensation based on success 

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