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

Robust 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.

Required Skills

📌 Associate - MCC- Lead Generation (Pune)
🏢 TresVista Financial Services
📍 Pune