Associate, Advisory Business Development

Primarily Houston-based hybrid role (Mon–Thurs in-office, Fri remote). Remote applicants from other states may be considered.

I. Job Summary

WM Advisory Services is seeking a detail-oriented, customer service driven individual to play a key role in building and supporting WM’s sustainability consulting team’s business development infrastructure. As a centralized position focused on standardizing how the team approaches growth, this individual will help establish scalable processes, document standard operating procedures, and strengthen the team’s overall business development system. This role helps coordinate business development activities across diverse customer sectors, including sports venues, large-scale events, healthcare, manufacturing, retail, and municipalities. Work involves organizing discovery calls with prospects, supporting proposal and statement of work development, maintaining CRM records, and coordinating handoffs across legal and finance functions. The position will help intake discovery notes, generate proposal templates, set up team-wide processes and develop standard operating procedures, and track weekly pipeline activity while maintaining pre-established standards for professionalism and accuracy. The ideal candidate is organized, proactive, and comfortable developing new processes while juggling multiple priorities. They bring both operational discipline and a collaborative mindset to help the team deliver consistent, high-quality business development outcomes.

II. Essential Duties and Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other duties may be assigned.

Train to consult with existing, new and potential customers under guidance from senior team members to schedule prospect calls, organize discovery sessions, and document intake notes. Work towards leading customer engagement and outreach calls.

Support development of proposals and statements of work by preparing templates, assembling boilerplate content, and ensuring consistency with WM services and solutions. Coordinate with sector leads to develop proposal’s tailored to client needs.

Develop and document scalable business development processes, including standard operating procedures, templates and quality control measures to improve consistency across projects and teams.

Recommends changes, updates and processes for continuous improvement

Maintain pipeline system, update records, and prepare weekly pipeline roll-ups for leadership visibility, identifying trends and opportunities for improvement.

Monitors department processes and workflow to ensure overall accuracy and quality of data and work output.

Coordinate legal handoffs, track contract redlines, and shepherd agreements through completion.

Support finance management, tracking invoicing, budgets, and follow-through to help the Enablement Manager and Director with reviewing team financials.

Engage with team members on strategic direction for business development, including understanding customer ambitions.

Design schedules, track multiple opportunities at the same time, meet deadlines, and deliver quality materials.

Ensure compliance with client and internal standards when performing assessments, developing proposals, and managing documentation. Tracks issues to resolution within department and in partnership with other groups.

Promote a culture of accuracy and responsiveness in all business development activities.

Maintain proactive communication and a close working relationship with key WM Market Area personnel.

Self-educate on current sustainability, industry, and customer business trends to inform process improvements and strengthen team knowledge.

Responsible for organizing and interpreting data related to customer opportunities to support strategy, reporting, and decision-making

Assists with special projects within assigned department or as part of cross-functional teams as required or assigned.

Evaluates current training methods and materials for assigned group and recommend improvements. Reviews and creates training as needed.

Promotes a culture of accuracy, responsiveness, and collaboration in all business development activities.

III. Supervisory Responsibilities

• No formal supervisory responsibilities in this position.

IV. Qualifications

The requirements listed below are representative of the qualifications necessary to perform the job.

A. Education and Experience

Education : Bachelor’s Degree (accredited) in Environmental Sciences, Engineering, Sustainability, Architectural Design, Community Planning or Business or in lieu of degree, High School Diploma or GED (accredited) and four (4) years of relevant work experience.

Experience : Three (3) years of relevant work experience in project / business management. Environmental or services industry experience is required (in addition to education requirements). Preferred Qualifications :

Master’s Degree (accredited) in Environmental Sciences, Engineering, Sustainability, Business, Finance, or related field

Experience with business development frameworks, sustainability services, or customer engagement models strongly preferred.

Experience coordinating business development activities across industries such as sports venues, large-scale events, healthcare, manufacturing, retail, or municipalities strongly preferred.

Experience with intake and discovery note-taking, proposal preparation, and statement of work development strongly preferred.

Experience with CRM or pipeline management systems (e.g., QuickBase, Salesforce) and supporting weekly roll-up reporting strongly preferred.

Experience supporting sustainability or business development initiatives, including researching industry trends and customer needs, preferred.

Experience coordinating contract handoffs, tracking redlines, and supporting legal review processes preferred.

Experience initiating invoices, liaising with finance, and ensuring timely processing preferred.

Experience managing multiple customers and / or opportunities simultaneously preferred.

Experience with the development of diversity, equity, and inclusion programs preferred.

Experience with sustainability risk and management frameworks, sport-specific or otherwise strongly preferred.

B. Certificates, Licenses, Registrations or Other Requirements

C. Other Knowledge, Skills or Abilities Required

Ability to demonstrate knowledge of the business and an ability to apply that knowledge effectively to a variety of situations.

Strong organizational, analytical and communication skills, with the ability to adapt to shifting priorities and work collaboratively across teams

Knowledge of sustainability trends, particularly as they relate to business development and customer engagement

Demonstrated ability to build and maintain strong customer relationships that drive long-term business growth.

Demonstrated ability to develop, document, and improve processes, standard operating procedures and templates

Strong analytical skills with experience interpreting data and identifying insights to support decision-making.

Computer and tech savvy – must be adaptable to new programs and systems

High proficiency with Microsoft Office Suite as well as general business and / or accounting systems

Proficiency with CRM tools and pipeline tracking systems.

Excellent written and verbal communication skills, including the ability to synthesize complex information clearly and concisely

Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and maintain attention to detail.

Ability to travel up to 10%

Must be available to work standard business hours.

V. Work Environment

Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc) most of the work day;

Required to exert physical effort in handling objects less than 30 pounds rarely;

Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc) rarely;

Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely;

Normal setting for this job is : office setting.

Must be available to work standard business hours, as well as be available to work non-standard hours in case of emergency (natural disasters, power outages, etc.) May need to attend afterhours calls with the offshore team.

The expected base pay range for this position across the U.S. is $68,985 - $101,188.50. This range

represents a good faith estimate for this position. The specific salary offered to a successful candidate may be

influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location.

Benefits

At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

If this sounds like the opportunity that you have been looking for, please click "Apply."

Equal Opportunity Employer : Minority / Female / Disability / Veteran