Senior Research Associate Inside Sales

This role is for high performers ready to take on greater ownership while continuing to deliver exceptional research and outreach. You will own a portfolio of firms, lead outreach strategy and execution, collaborate across Research, and work closely with senior stakeholders. This is a high-impact role with meaningful exposure to leadership and the opportunity to influence business outcomes.

The candidate will have responsibilities across the following functions:

Strategic Research and Ideation:

• Own a portfolio of target firms, conducting strategic research to identify and execute the most effective pathways for engagement.
• Lead high-quality, time-sensitive research to evaluate prospective firms in line with expansion strategy.
• Pilot and refine smarter research techniques, bringing creativity and experimentation to projects.

Project Management

• Take full ownership of key business development initiatives, propose new programs and refine existing ones in collaboration with senior team members.
• Identify delays and blockers early; recommend and implement course corrections proactively.
• Build and maintain project plans for long-horizon workstreams (e. g., sales trips, campaign rollouts).
• Collaborate with cross-functional teams and manage stakeholder expectations at all levels.
• Identify and implement opportunities for automation to reduce turnaround time and process improvement.

Lead Generation, Pipeline and Outreach Management:

• Develop and execute lead-generation strategies to identify prospective clients across private equity firms, portfolio companies, and the broader investment ecosystem.
• Design, manage, and execute year-round outreach strategies across a large, segmented pipeline of firms.
• Developing tailored engagement strategies for each target, leveraging executive relationships and warm introductions where appropriate.
• Monitoring, tracking, and recording market activity, including private equity news, transactions, and fund developments.
• Drafting and managing all outbound communications, including initial outreach, follow-ups, and re-engagement campaigns across multiple sender identities.
• Maintain and manage the Salesforce pipeline database, ensuring data accuracy, completeness, and visibility across all sales opportunities.

Requirements:

• 2 to 4 years of relevant experience in research, expert networks, a founder's office, or a related field.
• Excellent written communication.
• Ability to draft outreach scripts and stakeholder updates with minimal revisions.
• Proven ability to lead and moderate calls, create agendas, capture action items, and communicate outcomes clearly.
• Strong project management skills.
• Ability to plan multi-month initiatives, create structured project maps, and manage timelines.
• High level of attention to detail.
• Exceptional time management, organizational, and prioritization skills, with a strong work ethic and a high degree of ownership and accountability.
• Working proficiency in Salesforce (reports, activity logging, pipeline management).
• Advanced proficiency in LinkedIn for professional research and prospecting.
• Basic working knowledge of AI tools (ChatGPT / Claude prompts, etc. ) for research and drafting workflows.
• Mastery of advanced Google search techniques.
• Comfortable with Google Workspace (Docs, Sheets, Slides) for data storage, presentation, and visualization.
• Strong understanding of private equity/M and A terminology.