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 new 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

▪ Solid 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 (Pune)
🏢 TresVista
📍 Pune