Growth Strategist - Private Equity

ED03 Elliott Davis Advisory, LLC

Charlotte (NC)

On-site

USD 90,000 - 130,000

Full time

9 days ago

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Benefits offered by this job

Flexible work schedules

Generous paid time off & holidays

Wellness & coaching programs

Job summary

Elliott Davis Advisory, LLC is seeking a Private Equity Industry Growth Strategist to partner with senior leaders and craft industry go-to-market plans. You will identify ideal customers, manage outreach campaigns, and support pursuits from pre-research to proposal development.

This role involves travel and close collaboration with Growth Marketing and Communications teams to expand market share. The position emphasizes strategic thinking, client relationship building, and delivering

Qualifications

Bachelor’s degree in business administration, Accounting, Finance, Economics, Marketing, Journalism, Communications, or related field.
Five years of marketing or business development experience in professional services; Private Equity/M&A exposure preferred.
Experience with private equity firms, portfolio companies, investors, or peers in the Private Equity/M&A ecosystem.
Interest in go-to-market activities, including customer and prospect meetings and travel.
Proactive, detail-oriented approach with strong follow-through and client focus.
Experience maintaining professional relationships with C-level executives.

Responsibilities

Collaborate with Industry Leader to create go-to-market plans and identify targets.
Identify challenges and develop outreach campaigns and POVs for external audiences.
Develop campaigns with lists, media, insights, and event sponsorships.
Support strategic pursuits, including pre-pursuit research and plans.
Lead proposal development with marketing and documentation teams to meet deadlines.
Collaborate on Account Based Marketing to generate leads and revenue.
Represent the firm at tradeshows and events; engage with future customers.

Skills

Excellent presentation & communication

Strong detail orientation

Customer relationship management

Proactive, self-directed work style

Willingness to travel

Education

Bachelor’s degree in business administration or related field

Tools

HubSpot

Salesforce

Microsoft Dynamics CRM

Pitchbook

LinkedIn Sales Navigator

ZoomInfo

Hoovers/D&B

S&P Global

Job description

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. The Private Equity Industry Growth Strategist is a critical success factor to firm growth. The position will serve as a thought partner to the Chief Growth Officer, Private Equity Industry Growth Leader, and our Shareholders. They will ideate, curate, and support strategic industry-centric marketing and business development initiatives to support our Private Equity team’s growth goals. This role will actively participate in customer-facing activities and events, facilitate pursuits of new business, track and report our progress toward growth goals, and collaborate with our internal Growth Marketing and Communications teams to deliver transformational experiences to current and future customers. The Private Equity Growth Strategist will play a pivotal role in expanding the firm’s market share and enhancing our national brand.

Responsibilities

Collaborate with Industry Leader to create industry go-to-market plan that identifies our ideal customer profiles, buyer personas, and target customers. The plan also details the specific marketing and business development activities the firm will undertake to achieve our growth goals.
Work with subject matter resources, Shareholders, and Industry/service line leaders to identify and prioritize the challenges and business issues that are top of mind to our customers and future customers.
Work with subject matter resources, Shareholders and industry/service leaders to develop and distribute Elliott Davis’s unique point of view on the business challenges and opportunities our customers face.
Develop outreach campaigns to socialize and create awareness for our unique POVs externally with current and future customers by managing contact/marketing lists, utilizing paid/owned/earned media, developing insights, white papers, and testimonials, curating proprietary client experiences/events, and identifying speaking engagements/sponsorships for our subject matter resources/industry leaders.
Provide guidance and support for strategic pursuits of new business, including pre-pursuit research, targeting, and developing pursuit plans.
Manage the process of developing proposal documents, leveraging the marketing and document processing teams to produce high-quality and relevant proposals, often with strict deadlines.
Leverage the Marketing team’s Account Based Marketing strategy to generate leads and new revenue opportunities with our ideal customer profiles.
Manage industry marketing content, working closely with our Marketing team to ensure relevant and consistent brand messaging through our owned, earned, and paid media channels.
Lead internal preparation and strategy meetings and participate in scoping and relationship development meetings with future customers.
Serve as a customer-facing ambassador for the firm / industry at tradeshows, owned/sponsored events.
Collaborate extensively with Growth Strategists in other industries/Market Segments; work as a team to share best practices and to ensure we are always getting better.

Knowledge, Skills, and Abilities

Bachelor’s degree in business administration, Accounting, Finance, Economics, Marketing, Journalism, Communications, or a related field.
Five (5) years of experience in a marketing or business development role, preferably within the professional services field (i.e., marketing agency, accounting, law, architecture, or engineering firm) collaborating with customers, advisors, and service providers within the Private Equity / M&A sector.
Demonstrated experience working with private equity firms, portfolio companies, investors, or other participants in the Private Equity / M&A ecosystem.
Interest in and willingness to actively participate in go-to-market activities, including customer and prospect meetings, industry events, and travel as needed.
Proactive, self-directed approach to work, with exceptional attention to detail, strong follow-through, and a commitment to producing accurate, high-quality work.
Proven history of high customer service and the ability to build relationships with both internal and external customers.
Experience maintaining professional relationships with C-level executives and buyers of professional services.
Proficiency in Microsoft Office products including Word, Excel, and PowerPoint.
Experience using Customer Relationship Management (CRM) tools such as HubSpot, Microsoft Dynamics CRM, Salesforce, or similar enterprise-level CRM.
Understanding of the professional services industry and the ability to work within and navigate a matrix organization structure.
Strong analytical skills with the ability to manage a pipeline of new business, identify trends and win themes, and to frequently present this information to Industry/firm leadership.
Proficiency with industry research and prospecting/leadgen software such as Pitchbook, LinkedIn Sales Navigator, ZoomInfo, HubSpot, Hoovers/D&B, and S&P Global.
Excellent presentation and communication skills, with the ability to convey complex information to diverse audiences.
Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:

generous time away and paid firm holidays, including the week between Christmas and New Year’s
flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
first-class health and wellness benefits, including wellness coaching and mental health counseling
one-on-one professional coaching
Leadership and career development programs
access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

ADA REQUIREMENTS

Physical Requirements

Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone.
Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Cognitive/Mental Requirements