Associate/Senior Associate, New Client Acquisitions
Third Bridge Group is a market-leading investment research firm that provides integrated solutions for top investors and business leaders. The Private Equity New Client Acquisition Associate role involves supporting the new client acquisition process and collaborating with Sales Representatives to drive new client opportunities.
Responsibilities
- Map and research target Private Equity firm/qualified leads, identifying appropriate contacts and potential hooks for sales opportunities in order to drive forward the sales process
- Prospect and schedule appointments by cold call, e-mail or external research tools such as LinkedIn to secure meetings for introductory presentations
- Prepare relevant content and specialist profiles to showcase the full range of Third Bridge’s products and services, and assist on prospective client presentations and demos where required
- Source relevant specialists to showcase to clients, which may require custom recruitment
- Support the onboarding process for clients who agree to trial subscriptions, monitor usage and drive relationship development of these clients in collaboration with Client Services
- Coordinate appointments with prospective clients by preparing and distributing materials and managing logistics of client meetings
- Monitor private equity market news flow and deal flow on a daily basis
- Provide general sales support by updating Salesforce and logging all contact information and communications within Salesforce as well as providing any general sales rep support or data entry
Skills
- Experience with cold outreach to prospect clients
- Client-first mindset; superior client service ethic
- A strong understanding of Third Bridge's product offering and value proposition for our PE client base
- Proven track record of exceeding targets and growing accounts, fueled by a passion for delivering value to clients
- Demonstrable problem solving, communication and client relationship building and management skills
- Exceptional collaboration, prioritisation, critical thinking, and influencing skills
- Excellent research and investigative abilities
- Ability to drive urgency in the sales cycle and achieve measurable goals
- Self-starter mentality with the ability to work autonomously as well as collaboratively within a team
Benefits
- Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
- Personal development allowance of $1,150 per year.
- A variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield.
- Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
- 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance.
- Work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays'
- Get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more.
- Weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
- Your chance to share your ideas for improvement through Hackathons and other events
Company Overview