Role description

About the Role
The B2B Lead Generation Specialist within the Marketing and Corporate Communication (MCC) team plays a pivotal role in driving qualified pipeline growth through targeted outreach to Private Equity (PE) firms,
Venture Capital (VC) firms, PE-backed companies, and investment professionals. This role designs and
executes compliant, technically accurate campaigns that resonate with decision-makers, leveraging
LinkedIn outreach, email automation, and CRM management. It requires a strong understanding of financial services and investment ecosystems, combined with data-driven insights and creative problem-solving to
craft personalized engagement strategies that convert high-value prospects. The position collaborates
closely with marketing leadership and cross-functional teams to align lead generation efforts with business
objectives, support revenue goals, and integrate emerging technologies for measurable impact. This role
has a strong focus on the US and UK markets and requires the ability to run tailored, region-appropriate
campaigns for prospects in these geographies.

Key Role Deliverables
Build and maintain verified prospect lists; ensure CRM accuracy and data hygiene
Drive LinkedIn and email outreach to VC, PE, and investment professionals
Qualify leads and hand over high-intent prospects with complete context to Sales
Schedule meetings and nurture conversations to drive conversions
Optimize outreach strategies using analytics and performance insights
Track and report campaign performance metrics, recommending improvements for future outreach
strategies

Operational Responsibilities
Develop and manage multi-step outreach campaigns using advanced automation tools (e.g., Sales
Navigator, Apollo), ensuring personalized engagement with the Management, and other key stakeholders
in VC, PE, and investment firms
Drive engagement and optimize conversions by monitoring campaign performance, managing follow-ups,
nurturing conversations, and scheduling meetings for sales teams
Plan and execute cold email campaigns tailored to financial decision-makers, including list segmentation,
A/B testing, deliverability optimization,



and drip sequences with value-driven content (case studies,
insights, research assets), while ensuring compliance with CAN-SPAM, GDPR, and global outreach
regulations
Source and build high-quality prospect lists from verified platforms such as Crunchbase, Pitchbook, Apollo, LinkedIn, and Dealroom, ensuring accurate segmentation and data integrity
Maintain CRM hygiene and enrich prospect data through tagging, scoring, and updates (Salesforce and
HubSpot) supported by in-depth research on industries, deal activities, and investment theses to target the
right opportunities
Prepare and present regular performance reports on campaign effectiveness and lead quality, tracking key metrics such as reply rates, meetings booked, SQL conversion rates, and overall pipeline contribution
Leverage analytics to optimize outreach strategies, improving targeting, content relevance, and channel
performance for higher engagement and conversions
Collaborate with content specialist in the marketing team to develop impactful outreach assets such as
whitepapers, one-pagers, VC-focused messaging, and case studies that strengthen engagement with target audiences
Drive innovation in outbound strategies by identifying current channels, tools, and techniques, while staying
informed on market trends in VC/PE and financial services to ensure relevance and effectiveness
Qualify leads based on ICP and lead scoring, and collaborate with Sales teams to hand over high-intent
leads with complete context for conversion

Prerequisites
Experience B2B outbound lead generation with a proven track record in financial services, targeting VC, PE, fintech, or investment banking
Proven experience targeting the US and UK markets, with the ability to tailor outreach cadence, tone, and




timing to regional buyer behavior; comfortable working across US/UK time zones and adapting campaigns
to region-specific compliance requirements (e.g., CAN-SPAM in the US, PECR/UK GDPR in the UK)
Proficiency in LinkedIn outreach tools (e.g., Sales Navigator, Apollo) with hands-on experience in cold email automation, multi-step drip campaigns, and CRM platforms (HubSpot, Salesforce, Pipedrive)
Familiarity with marketing automation platforms such as HubSpot, Smartlead.ai, MeetAlfred, HeyReach,
Apollo, and Lemlist for campaign execution and optimization
Familiarity with VC/PE terminology, deal cycles, capital markets, and fundraising processes
Ability to analyze investment theses, deal activity, and industry trends, with knowledge of CAN-SPAM,
GDPR, and global outreach regulations
Demonstrated specialization in Account-Based Marketing (ABM), including building target account lists,
running coordinated multi-channel ABM campaigns across email and LinkedIn, and personalizing outreach
based on account-level intent and firmographic data
Strong copywriting skills specifically for outreach campaign content - able to independently write and refine high-converting cold email sequences and LinkedIn outreach messaging (connection requests, InMails, follow-ups) tailored to financial decision-makers; excellent research, analytical, and communication skills; ability to manage multiple campaigns independently
Working knowledge of AI tools (e.g., Claude, ChatGPT, or similar) to accelerate prospect research,
personalize outreach content at scale, draft and A/B test email/LinkedIn content, and summarize account
or deal intelligence
Working knowledge of intent-based and account intelligence platforms (e.g., Common Room, 6sense,
Demandbase) to identify in-market accounts, surface buying signals, and prioritize outreach toward high
intent VC/PE prospects and decision-makers

Experience
4-6 years of experience in B2B outbound lead generation within financial services

Education
Bachelor’s degree in marketing, Business, Finance, or related field; MBA or certifications in Digital
Marketing, CRM, or Lead Generation tools preferred

Compensation
The compensation structure will be as per industry standards.

📌 Associate - MCC- Lead Generation (India)
🏢 TresVista
📍 India