PE Client Acquisition Associate - Remote

Third Bridge; New York (NY); On-site; USD 75,000 - 79,000; Full time

Benefits offered by this job

Health insurance

401K matching

Flexible work

Paid time off

Learning stipend

Wellbeing programs

Job summary

Third Bridge in New York is seeking a Sales Associate to support the Private Equity Clients segment. You will map target PE firms, research qualified leads, schedule meetings, and help present Third Bridge’s range of products to prospective clients.

The role offers learning in a global sales environment with opportunities to grow client relationships. Responsibilities include onboarding trial clients, coordinating meetings, and maintaining Salesforce data.

Qualifications

• Minimum of 12 months’ client-facing experience in a service or content production context.
• Strong understanding of Third Bridge’s product offering and value for PE clients.
• Proven track record of exceeding targets and growing accounts.
• Demonstrates problem solving, communication, and client relationship skills.
• Excellent collaboration, prioritisation, critical thinking and influencing abilities.
• Outstanding research and investigative abilities.
• Ability to drive urgency in the sales cycle and meet measurable goals.
• Self-starter with ability to work autonomously and in a team.

Responsibilities

• Map and research target Private Equity firms and leads to drive the sales process.
• Prospect and schedule appointments via cold calls, emails, or LinkedIn to secure meetings.
• Prepare content and profiles to showcase Third Bridge’s offerings and assist on client presentations.
• Support onboarding for trial clients and monitor usage with Client Services.
• Coordinate appointments and distribute materials for client meetings.
• Monitor private equity market and deal flow daily.
• Update Salesforce and log all contacts and communications; provide sales support.

Skills

Client-facing experience

Sales prospecting

Research & outreach

Communication skills

Team collaboration

Salesforce

LinkedIn

Tools

Salesforce

LinkedIn

Job description

Third Bridge in New York is seeking a Sales Associate to support the Private Equity Clients segment. You will map target PE firms, research qualified leads, schedule meetings, and help present Third Bridge’s range of products to prospective clients.

The role offers learning in a global sales environment with opportunities to grow client relationships. Responsibilities include onboarding trial clients, coordinating meetings, and maintaining Salesforce data.