CRM & Business Development Specialist

Bored of routine work? Looking for a role where you can work with data and create growth opportunities?

Forvis Mazars is looking for a dynamic CRM & Business Development Specialist who can own client data, support business growth, and make a tangible impact in a B2B professional services environment.

This role combines CRM ownership with hands-on business development support and is ideal for someone who enjoys working at the intersection of clients, data, and growth .

Your day in a nutshell

CRM & Client Management

• Ensure accuracy, consistency, and up-to-date status of client data in the CRM system
• Coordinate with department managers to maintain and regularly update client information
• Organize client satisfaction surveys, feedback initiatives, and selected client interviews
• Analyze the client lifecycle and CRM touchpoints to identify opportunities to improve client experience
• Monitor and report CRM-related KPIs and insights

Business Development Support

• Identify cross-selling and upselling opportunities within the existing client portfolio
• Prepare targeted contact and meeting lists for partners and senior managers
• Build prospect and target-sector lists for business development initiatives
• Use LinkedIn Sales Navigator and similar tools to identify and qualify potential new clients
• Work closely with the marketing and communications team to coordinate messaging and campaigns related to service offerings

Experience & Skills

• Fluent in English (second language or French is an asset)
• Minimum 3 years of experience in CRM, business development, sales support, or related roles (preferably in B2B services)
• Strong analytical skills with the ability to interpret data and translate it into actionable insights
• Comfortable working with multiple stakeholders and managing priorities in a lean, dynamic team
• Strong organization, communication, and time-management skills
• An entrepreneurial mindset; proactive, curious, and solution-oriented
• Positive energy and joy of life are a must

Why this role?

This is not a traditional CRM position. You will use CRM as a strategic tool to support growth , strengthen client relationships, and enable business development efforts across the firm.

If you are looking for a role with ownership, visibility, and room to grow—this is the right place for you.