Sales Associate - Private Equity Clients

The Private Equity New Client Acquisition (NCA) Associate role is a great opportunity to build a foundation in sales, develop business acumen, deepen your understanding of the sales process, and develop lead generation skills within a Sales organization. You will be responsible for supporting the new client acquisition process for the European & US Private Equity business, and partner with the Sales Reps in driving new client opportunities. This skillset is critical for those wanting to pursue a career in frontline sales.

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.

• 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

• Minimum of 12 months’ client-facing experience in Client Services or content production teams (Forum, Maps, Discovery) as a top performer

• 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

• Base Salary - $75,000-$79,000 dependent on experience + OTE + benefits.

• Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays

• Learning: personal development allowance of $1,150 per year.
• Health and wellbeing: 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.
• Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance.
• Flexibility: work from anywhere for one month per year, 2 annual volunteer days, and 2 personal days when life throws you a curveball 
• Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
• Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events