PE New Client Acquisition Associate — Drive New PE Clients

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

Benefits offered by this job

Health benefits

401K matching

Vacation 15 days

Learning allowance

Work from anywhere one month per year

Volunteer days

Wellbeing programs

Dental and Vision plans

HSA/FSA

Dedicated onboarding

CSR & DEI programs

Hackathons

Job summary

Third Bridge Group is seeking an Associate for Private Equity New Client Acquisition to support the European and US sales engine. You will map target firms, research contacts, and schedule meetings via cold outreach and LinkedIn, helping to showcase Third Bridge’s products and services to prospective clients.

You’ll assist with onboarding trial clients and maintain strong relationships with clients in collaboration with Client Services.

Qualifications

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

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

Skills

Client services

Lead generation

Sales support

Research

Job description

Third Bridge Group is seeking an Associate for Private Equity New Client Acquisition to support the European and US sales engine. You will map target firms, research contacts, and schedule meetings via cold outreach and LinkedIn, helping to showcase Third Bridge’s products and services to prospective clients.

You’ll assist with onboarding trial clients and maintain strong relationships with clients in collaboration with Client Services.