Research Delivery LEAD SALES

Clarity Consulting; Pune District; Hybrid; INR 1,500,000 - 2,500,000; Full time

Job summary

Clarity Consulting is seeking a Research Delivery Lead Sales in Pune, India. You will own a portfolio of target firms, lead outreach strategy and execution, and collaborate with senior stakeholders to drive growth and meaningful outcomes.

This role offers high impact and exposure to leadership, with opportunities to influence business results. You will design and manage year-round outreach, perform strategic research, and manage cross-functional projects, aiming to optimize engagement and win

Qualifications

• 35+ years of relevant experience in sales research, expert networks, founders office or a related field.
• Excellent written communication with minimal revisions.
• Proven ability to lead and moderate calls, create agendas, and capture actions.

Responsibilities

• Own a portfolio of target firms, conduct strategic research and identify engagement pathways.
• Lead high-quality, time-sensitive research to evaluate prospective firms per expansion strategy.
• Pilot smarter research techniques and collaborate with cross-functional teams to manage projects.
• Design, manage, and execute year-round outreach strategies across a large, segmented pipeline of firms.
• Maintain Salesforce pipeline data accuracy and visibility for all opportunities.
• Draft and manage outbound communications, follow-ups, and re-engagement campaigns.

Job description

Notice period-Open

Target companies-

Target Companies:
Pitchbook

Grata

Infollion
1Lattice
Nextyn
Egon Zhender
Insight Alpha
High Beam Global
ExpertConnect
ExpertsConsult
Vedak
Lynk
GLG

i360Research

Apexon

RESEARCH DELIVERY LEAD SALES

LOCATION: Pune, India

ABOUT THE ROLE

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.

KEY RESPONSIBILITIES

Strategic Research & 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
Pipeline & Outreach Management
Design, manage, and execute year-round outreach strategies across a large, segmented pipeline of firms,
including:
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.
  QUALIFICATIONS
  Required
  35+ years of relevant experience in sales research, expert networks, founders 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 (advanced 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&A terminology
  WHAT WERE LOOKING FOR
  Were looking for someone who thrives in a fast paced environment. You know how to step back, see the bigger
  picture, and keep everyone aligned. You value good systems, genuinely enjoy building relationships, and can talk to
  anyone across the company with ease.
  You’ll be a great fit if you:
  You enjoy building: You like solving problems and scaling processes
  Are genuinely curious: You like learning about new markets, companies, and people, and you're always trying
  to pick up new skills
  Are adaptable: You’re dependable, flexible, and happy to pitch in wherever the team needs an extra hand.
  Direct and collaborative: You keep your communication clear and concise, even when things are moving fast.
  Take ownership: You take pride in your work, follow through on your commitments, and don’t need to
  micromanaged.
  Want to grow: You’re ready to transition from managing your own tasks to coordinating projects and helping
  the wider team succeed.