You Have (Requirements):
- Experience interacting with senior executives to determine new prospect parameters, qualify leads and manage expectations
- Proficiency in key prospect research tools including Pitchbook, ZoomInfo, Audit Analytics and an ability to continue to review new tools leveraging AI
You Will (Responsibilities):
- Identify and qualify potential sales leads through online research, databases, and other sources. Generate detailed lists of vetted potential targets for outreach.
- Create and maintain detailed prospect profiles, updating based on recent developments.
- Research and analyze the market for new business opportunities, including continuously monitoring relevant data sources to identify trigger events and create a target list for outreach.
- Analyze market positioning and competitors strategies to provide insights that can be used to develop effective sales strategies.
- Stay up-to-date with industry news, market trends, and emerging technologies to provide informed recommendations for internal and external business development strategies.
- Collaborate and communicate closely with the business development team and key stakeholders at the firm to share relevant insights and findings.
- Identify opportunities to expand and enhance BPM s services to current accounts based on research findings.
- Capture and periodically facilitate responses for specific inbound lead activity.
- Provide support to aligned strategic account teams with relationship research, competitive and market research.
- Help create relevant presentations and customized, often in-depth, research reports to deliver marketing and relationship insights to business development and relationship leaders
- Manage all relevant data sources/current in-house tools and assist with ad hoc account and prospect-based research support as requested.
- Support direct mail campaigns and manage client and prospect gift platforms and related requests.
- Assist with training and onboarding for new team members on relevant research platforms, including but not limited to ZoomInfo and Pitchbook.
