Business Development Associate

Reporting

Will report directly to the CEO.

About Holistic

Holistic was launched in April 2018 to help companies create better employee experiences through the use of data. Holistic works with companies to gather and analyze information about all aspects of the employee experience, with a particular focus on creating diverse and inclusive workforces where employees are treated consistently and fairly. We then work directly with our clients to attack these challenges, measuring our output along the way. We help companies attract better employees, and then work to ensure that those employees stay longer, and are happier and more productive in their roles.

Job Overview

Holistic’s business development associate will work closely with the CEO to identify, engage and secure clients for Holistic. The business development associate will be focused on supporting the client attraction process in every fashion, including the preparation of materials, follow-up process, contract generation, and initial client onboarding processes. We are looking for a creative, passionate and results-focused employee with strong interpersonal and communication skills and a passion for helping others and fostering strong, equitable and fair employee experiences.

Responsibilities and Duties

• Preparing proposals and supplemental materials for potential clients

• Renewal support and upselling

• Light scheduling and expediting work to more the sales process forward

• Follow-ups, including setting up follow-up calls and meetings and identifying the appropriate timing to follow-up with potential clients

• Managing our sales pipeline using technology products

• Working with our communications and design team to design marketing materials that will help the sales process

• Keeping track of success and failure and measuring key statistics around the business development process

• Participating in some meetings and client calls

• Identifying new leads and working to understand the potential client base for Holistic’s products

• Attending networking events and other public forums to identify potential clients and get the word out about Holistic

• Generally supporting the entire Holistic team in creating a smoother and more evolved business development experience

Qualifications

The ideal candidate will have:

• 2-3 years experience

• Familiarity with Google Suite and willingness to learn and adopt new technologies 

• Attention to detail and commitment to producing clean, timely work

• Optimistic and positive attitude; willingness to roll up sleeves and get the job done

• Excellent organizational skills

• Discretion and professionalism

• Commitment to the mission of Holistic and a desire to build something exciting

Benefits Philosphy: 

At Holistic, our “people first, people always” philosophy drives our commitment to creating a supportive, inclusive, and accessible work environment that fosters both personal and professional growth. Our benefits package is thoughtfully designed with our employees' success as the top priority, constantly evolving to meet their diverse needs. We offer flexible working arrangements and comprehensive support to ensure every team member can thrive. For full details on our benefits, including health coverage for full-time employees, generous PTO, and professional development opportunities, please visit our careers page.