Sales Associate - Private Equity Clients

Archer; New York (NY); Remote; USD 75,000 - 79,000; Full time

Benefits offered by this job

Base salary

Vacation days

Learning allowance

Health insurance

Dental and Vision plans

HSA/FSA

401K matching

Personal days

Volunteer days

Work from anywhere for one month per/1

Job summary

Third Bridge Group, in collaboration with Archer, seeks a Private Equity New Client Acquisition Associate to support the European & U.S. PE business through research, outbound outreach and client onboarding.

You will work with Sales Reps to generate new opportunities and build foundational knowledge in frontline sales. Responsibilities include targeting PE firms, cold outreach via email/LinkedIn, preparing client-ready content and demos, onboarding trial clients, and maintaining Salesforce

Qualifications

• Minimum of 12 months’ client-facing experience in Client Services or content production teams (Forum, Maps, Discovery) as a top performer.
• Self-starter mentality with the ability to work autonomously.
• Strong collaboration, prioritisation, critical thinking and influencing skills.
• Proven track record of exceeding targets and growing accounts; able to deliver value to clients.

Responsibilities

• Map and research target Private Equity firms, identifying contacts and hooks to drive the sales process.
• Prospect and schedule appointments by cold call, email or LinkedIn to secure meetings and demonstrations.
• Prepare content and specialist profiles to showcase Third Bridge’s products and services for client presentations.
• Support onboarding of trial subscriptions, monitor usage and nurture relationships with clients.
• Coordinate appointments and distribute materials, manage logistics of client meetings.
• Monitor private equity market news flow and deal flow daily.
• Update Salesforce and log all contact information and communications.

Skills

Client-facing experience

Sales knowledge

Research Abilities

Communication skills

Tools

Salesforce

LinkedIn

Job description

Archer is collaborating with Third Bridge Group to connect them with exceptional professionals for this role.

Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics.

For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies.

The Private Equity New Client Acquisition (NCA) Associate role is a great opportunity to build a foundation in sales, develop business acumen, deepen your understanding of the sales process, and develop lead generation skills within a Sales organization. You will be responsible for supporting the new client acquisition process for the European & U.S. Private Equity business, and partner with the Sales Reps in driving new client opportunities. This skillset is critical for those wanting to pursue a career in frontline sales.

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
• Minimum of 12 months’ client-facing experience in Client Services or content production teams (Forum, Maps, Discovery) as a top performer
• Client-first mindset; superior client service ethic
• A 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

How will you be rewarded?

We truly care about our people so in return for your work, you’ll get:

• Base Salary - $75,000-$79,000 dependent on experience + OTE + benefits.
• Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
• Learning: personal development allowance of $1,150 per year.
• Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield.
• Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
• Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance.
• Flexibility: work from anywhere for one month per year, 2 annual volunteer days, and 2 personal days when life throws you a curveball
• Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
• Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events

Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.