Business Development Associate

Reporting

The Business Development Associate will report directly to the CEO and will work collaboratively with the Director of Operations, the Operations Associate, and the business development team.

About Holistic

Holistic is a people-first consulting firm helping companies create better employee experiences through data. Since 2018, we’ve partnered with organizations to build diverse, inclusive, and equitable workplaces by analyzing the employee lifecycle and translating insights into action. Our fully remote team supports clients in attracting top talent, improving retention, and enhancing overall employee well-being and performance.

Please apply at https://www.holisticindex.com/holistic-careers

Position Overview

As a Business Development Associate (Part-Time), you are the engine behind Holistic’s client acquisition and onboarding process. Reporting to the CEO, you will balance high-level sales strategy with meticulous execution—drafting proposals, refining pitch decks, and ensuring every client agreement is polished and precise.

As you grow, you will take ownership of the sales pipeline, sourcing new RFPs and identifying leads that align with our mission. Your goal isn’t just to support a sales cycle; it’s to evolve the entire business development experience to be smoother, more equitable, and highly effective.

Responsibilities and Duties include:

• Proposal & Contract Management: Lead the creation of proposals, supplemental materials, and client agreements/addendums to secure new business.

• Sales Material Development: Design and refine pitch decks, presentations, and promotional materials (web/social media) to support the sales process.

• Quality Control: Serve as the primary eye for copy editing and proofreading all external-facing business development documents.

• Lead Generation & Pipeline Management: Identify new leads, source RFPs, and manage the sales pipeline using CRM/technology tools.

• Meeting Coordination: Support business development meetings through active note-taking and managing critical follow-up schedules.

• Cross-Functional Collaboration: Partner with communications and design teams to create marketing assets and improve the overall business development experience.

• Growth & Strategy Support: Assist with client renewals, upselling, and tracking success metrics to measure the effectiveness of the sales process.

  Note: At Holistic, we’re a consulting firm where work evolves to meet the moment. The responsibilities listed reflect core aspects of the role, but they’re not exhaustive. We value creativity, adaptability, and the opportunity to innovate in response to client and team needs.eting materials that will help the sales process.

Skills and Qualifications:

The ideal candidate will have:

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

• Experience managing sales pipelines using CRM technology

• Proficiency in designing high-quality pitch decks and sales materials that translate complex ideas into engaging, brand-aligned presentations

• Background in Business Development, Communications, Marketing, or a related field.

• Proven track record of supporting a sales or client attraction process, preferably in a consulting or professional services environment.

What You’ll Need to Succeed:

The ideal candidate will have:

• Strong communication and collaboration skills.

• Ability to manage multiple priorities with care and attention to detail.

• Strong alignment with our values:

  • People-first mindset: You believe that trust, empathy, and thoughtful relationships can drive both business outcomes and employee well-being.

  • Client-centered focus: You approach your work with curiosity and creativity to deliver impact for our clients.

  • Thorough: You take pride in producing high-quality work and dig deep to find the best solutions.

  • Data-informed thinking: You know how to interpret and use data to tell stories and drive meaningful change.

  • Respect for lived experience: You value inclusion, celebrate diversity, and understand how identity and equity show up in the workplace.

  • Hopeful and forward-thinking: You bring a sense of optimism, always looking for ways to improve systems, relationships, and results.

Compensation

The estimated pay range for this position is below. The specific rate will depend on a candidate’s qualifications and prior experience.

$20-30/ hr., with potential for commissions and full-time work.

If you're excited by our culture, projects, ideas, or improving work culture, but don't feel you fit our criteria, please apply -- we'd love to find out if it's a good match!

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.

Ready to Apply? 

To apply, please complete the following form: https://www.holisticindex.com/employee-application.