What does a business specialist do?
A business specialist's role is to perform research and analysis to determine the company's strengths and weaknesses, aiming to improve and develop areas for optimal performance. Their responsibilities revolve around coordinating with different departments to gather relevant data, identifying new opportunities and ways to meet clients' needs, devising strategies and programs for profit growth, and developing new processes for business efficiency. Furthermore, it is essential to provide corrective measures on various issues and concerns, all while implementing the company's policies and regulations.
Business specialist responsibilities
Here are examples of responsibilities from real business specialist resumes:
- Manage existing accounts while identifying new sources of opportunities for sales in the SME segment through cold calling and prospecting.
- Schedule appointments for estimates for replacement windows, doors, bathroom remodels, gutter replacements, etc.
- Contribute to product development and roll out of multiple insulation, foam, windows & siding products.
- Analyze weekly POS data to identify product trends, additional sales opportunities, and drive sales to exceed budgets.
- Observe strict confidentiality within HIPAA regulations.
- Work with electronic medical records system uploading documents into patients files.
- Introduce more efficient electronic filing system in SharePoint for improve productivity.
- Perform regression testing and quality assurance testing across multiple server environments.
- Obtain confidential client information and maintain medical records under HIPAA regulations.
- Facilitate quarterly briefing of financial figures to base leadership using Microsoft PowerPoint.
- Redesign marketing content and selling tools including corporate brochures, PowerPoint presentations, and technical documentation.
- Recognize by management team and award for exceeding monthly opportunity quotas and maintaining detail CRM activities.
- Register patients in database to obtain demographic and insurance information as well as schedule appointments and procedures.
- Establish overall infrastructure for off-shore development including communication plan, QA, testing and packaging, functional and detail design standards
- Research and determine the correct ICD-9 and CPT medical and billing codes for each patient procedure.
Business specialist skills and personality traits
We calculated that 16% of Business Specialists are proficient in Patients, Customer Service, and Product Knowledge. They’re also known for soft skills such as Customer-service skills, Interpersonal skills, and Physical stamina.
We break down the percentage of Business Specialists that have these skills listed on their resume here:
- Patients, 16%
Registered patients in database to obtain demographic and insurance information as well as schedule appointments and procedures.
- Customer Service, 14%
Coordinated development and implementation of business relations including application review, customer service and database maintenance for 2,000+ accredited business department.
- Product Knowledge, 7%
Maintained product knowledge and contributed multiple articles to improve company knowledge-base.
- Power Bi, 7%
Created Analysis Services tabular models and Power BI dashboards and reports for use in the GBS business.
- Data Analysis, 4%
Implement strategic plans, data analysis, and continuous customer support for 125 targeted specialist physicians.
- Treasury, 4%
Developed proposals and conducted product demonstration and IMPAX presentations to Treasury Management prospects.
Common skills that a business specialist uses to do their job include "patients," "customer service," and "product knowledge." You can find details on the most important business specialist responsibilities below.
Customer-service skills. One of the key soft skills for a business specialist to have is customer-service skills. You can see how this relates to what business specialists do because "wholesale and manufacturing sales representatives must be able to listen to the customer’s needs and concerns before and after the sale." Additionally, a business specialist resume shows how business specialists use customer-service skills: "provided unsurpassed levels of quality customer support and service, addressing concerns while furnishing informed guidance to inquiries. "
Interpersonal skills. Many business specialist duties rely on interpersonal skills. "wholesale and manufacturing sales representatives must be able to work well with many types of people," so a business specialist will need this skill often in their role. This resume example is just one of many ways business specialist responsibilities rely on interpersonal skills: "developed customer portfolios and maintained interpersonal business relationships to support their financial needs and provide expert product and service recommendations. "
Physical stamina. Another skill that relates to the job responsibilities of business specialists is physical stamina. This skill is critical to many everyday business specialist duties, as "wholesale and manufacturing sales representatives are often on their feet for a long time and may carry heavy sample products." This example from a resume shows how this skill is used: "home health /hospice care company providing nursing, physical, occupational, hospice and bereavement services. )"
Self-confidence. For certain business specialist responsibilities to be completed, the job requires competence in "self-confidence." The day-to-day duties of a business specialist rely on this skill, as "wholesale and manufacturing sales representatives must be confident and persuasive when making sales presentations." For example, this snippet was taken directly from a resume about how this skill applies to what business specialists do: "supported branch growth by coached tellers to effectively identify referral opportunities and perform customer service/referral to build confidence and bench strength. "
The three companies that hire the most business specialists are:
- Apple268 business specialists jobs
- Boehringer Ingelheim106 business specialists jobs
- Kiewit52 business specialists jobs
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Compare different business specialists
Business specialist vs. Specialist-small business
A small business specialist develops new business programs to meet changing customer demands. They are responsible for ensuring integrity and consistency in the domain of business. They analyze causes of a business issue, obtain business data, and make enquiries. They are responsible for making purchase agreements, confidentiality arrangements, and joint venture arrangement.
While similarities exist, there are also some differences between business specialists and specialist-small business. For instance, business specialist responsibilities require skills such as "patients," "power bi," "cycle management," and "data analysis." Whereas a specialist-small business is skilled in "business portfolio," "cash flow," "loan applications," and "business loans." This is part of what separates the two careers.
Specialist-small businesses tend to reach similar levels of education than business specialists. In fact, specialist-small businesses are 3.0% less likely to graduate with a Master's Degree and 0.2% more likely to have a Doctoral Degree.Business specialist vs. Business consultant
A business consultant is an individual who works directly with business owners on developing a business plan and identifying their marketing needs. Business consultants offer business owners a wide range of services, such as supplementing existing staff, provide expertise in a specific market, and influencing other people. To increase revenue in business, business consultants should have experience success with the previous business owners. Business consultants must also have a bachelor's degree in business management and received years of field training.
In addition to the difference in salary, there are some other key differences worth noting. For example, business specialist responsibilities are more likely to require skills like "patients," "product knowledge," "cycle management," and "treasury." Meanwhile, a business consultant has duties that require skills in areas such as "project management," "analytics," "healthcare," and "tableau." These differences highlight just how different the day-to-day in each role looks.
In general, business consultants achieve higher levels of education than business specialists. They're 7.8% more likely to obtain a Master's Degree while being 0.2% more likely to earn a Doctoral Degree.What technology do you think will become more important and prevalent for business specialists in the next 3-5 years?
Kim Chatani
Assistant Professor, Concordia University Irvine
Business specialist vs. Business banker
A business banker is an individual who collaborates with other bank coworkers to help business customers meet their specific banking needs. Business bankers must sell a variety of banking products and services such as business deposit accounts, treasury management, and business credit cards. They are required to maintain consistent communication with their clients through outbound calls and personal onsite visits. Business bankers must also devise and modify loan schemes depending on the market requirements as well as study the schemes offered by competitors.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a business specialist is likely to be skilled in "patients," "power bi," "cycle management," and "data analysis," while a typical business banker is skilled in "cash flow analysis," "exceptional client," "client portfolios," and "cross-sell."
When it comes to education, business bankers tend to earn similar degree levels compared to business specialists. In fact, they're 1.9% less likely to earn a Master's Degree, and 0.2% less likely to graduate with a Doctoral Degree.Business specialist vs. Business developer
A business developer specializes in conducting in-depth business analysis and crafting various strategies that would not just help a business grow, but also strengthen client base and brand awareness. One of their primary responsibilities revolves around identifying areas in need of improvement. They come up with new services that will boost customer satisfaction, examining the potential for revenue and figuring out new opportunities from trends or other pre-existing programs within the company. All of this is conducted according to the vision, mission, and policies of the organization.
Types of business specialist
Updated January 8, 2025
