Client Success and Business Development Associate

About the Role

commercial and client success

Manager: Innovation & Implementation

Key Responsibilities

1. Commercial Development

• Research target sectors, companies, and decision-makers aligned with the sustainability and advisory offerings.
• Build and manage a structured pipeline in

  HubSpot

  , maintaining accurate outreach and meeting records.
• Execute outreach via

  LinkedIn

  , email, and other channels to generate qualified leads.
• Conduct discovery calls to assess client needs, budgets, and alignment with their services.
• Prepare opportunity summaries and briefing notes for senior leadership.
• Draft proposals, statements of work, and contracts using standard templates.
• Support pricing discussions and proposal iterations.
• Report weekly on commercial metrics (leads, conversions, pipeline value).
• Develop a working knowledge of the service suite and confidently articulate value to clients.

2. Client Success & Delivery Support

• Coordinate onboarding of new clients — managing system access, data intake, and documentation.
• Support consulting delivery through research, presentation prep, and data validation.
• Assist with

  Greenly Pro

  inputs and emission calculations (training provided).
• Track actions and timelines across multiple projects.
• Create and manage contracts and forms, ensuring data accuracy.
• Resolve client queries related to systems and reporting.
• Follow up on meetings to maintain project momentum and track actions.
• Identify cross-sell or referral opportunities.

3. Partner Ecosystem & Operations

• Research and onboard advisory partners aligning with the brand.
• Maintain communication and scheduling between the core team and partners.
• Keep partner CRM and project management tools updated.
• Monitor delivery progress and escalate capacity issues early.
• Contribute to operational playbooks and standard operating procedures.
• Help integrate tools and workflows to improve efficiency.

4. Marketing & Communications Support

• Contribute to marketing campaigns and thought leadership content.
• Coordinate logistics and content for

  events, webinars, and workshops

  .
• Maintain and segment the contact database for targeted outreach.
• Collaborate with designers on proposals and client materials.
• Track campaign performance and report insights to improve future efforts.

Performance Measures

• Qualified leads generated per month
• Meetings booked and opportunities created
• Lead-to-deal conversion rate
• New client revenue
• Client onboarding satisfaction and retention
• CRM accuracy and reporting discipline
• Partner engagement and responsiveness
• Contribution to process and system improvements

Core Competencies

• Excellent written and verbal communication
• Highly organised and detail-oriented
• Proactive, adaptable, and collaborative
• Strong research and analytical ability
• CRM and project management proficiency (HubSpot, Notion, Airtable, etc.)
• Passion for sustainability, technology, and systems thinking
• Comfortable working

  remotely and autonomously

Preferred Skills & Experience

• 2+ years in

  business development, client success, or project coordination

  (consulting, B2B, or SaaS preferred).
• Understanding of

  sustainability and ESG

  frameworks (GRI, ISSB, CSRD, etc.).
• Familiarity with

  AI tools

  for outreach and reporting automation.
• Creative mindset with an ability to streamline and improve processes.
• Bachelor’s degree or equivalent relevant experience.