Sales Associate - Private Equity Clients

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

Sales Associate - Private Equity Clients

New York

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 & US 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

Requirements

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

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.