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Target companies-

Target Companies:
Pitchbook

Grata

Infollion
1Lattice
Nextyn
Egon Zhender
Insight Alpha
High Beam Global
ExpertConnect
ExpertsConsult
Vedak
Lynk
GLG

i360Research

Apexon

RESEARCH DELIVERY LEAD SALES

LOCATION: Pune, India
ABOUT THE ROLE
This role is for high performers ready to take on greater ownership while continuing to deliver exceptional research and
outreach. You will own a portfolio of firms, lead outreach strategy and execution, collaborate across Research and work
closely with senior stakeholders. This is a high-impact role with meaningful exposure to leadership and the opportunity
to influence business outcomes.
KEY RESPONSIBILITIES
Strategic Research & Ideation
Own a portfolio of target firms, conducting strategic research to identify and execute the most effective
pathways for engagement
Lead high-quality, time-sensitive research to evaluate prospective firms in line with expansion strategy
Pilot and refine smarter research techniques, bringing creativity and experimentation to projects
Project Management
Take full ownership of key business development initiatives, propose new programs and refine existing ones in
collaboration with senior team members
Identify delays and blockers early; recommend and implement course corrections proactively
Build and maintain project plans for long-horizon workstreams (e.g., sales trips, campaign rollouts)
Collaborate with cross-functional teams and manage stakeholder expectations at all levels




Identify and implement opportunities for automation to reduce turnaround time and process improvement
Pipeline & Outreach Management
Design, manage, and execute year-round outreach strategies across a large, segmented pipeline of firms,
including:
Developing tailored engagement strategies for each target, leveraging executive relationships and
warm introductions where appropriate
Monitoring, tracking, and recording market activity, including private equity news, transactions, and
fund developments
Drafting and managing all outbound communications, including initial outreach, follow-ups, and
re-engagement campaigns across multiple sender identities

- Maintain and manage the Salesforce pipeline database, ensuring data accuracy, completeness, and visibility
across all sales opportunities.
QUALIFICATIONS
Required
35+ years of relevant experience in sales research, expert networks, founders office or a related field
Excellent written communication. Ability to draft outreach scripts and stakeholder updates with minimal
revisions
Proven ability to lead and moderate calls, create agendas, capture action items, and communicate outcomes
clearly
Strong project management skills. Ability to plan multi-month initiatives, create structured project maps, and
manage timelines
High level of attention to detail

- Exceptional time management, organizational,



and prioritization skills, with a strong work ethic and a high
degree of ownership and accountability
Working proficiency in Salesforce (advanced reports, activity logging, pipeline management)
Advanced proficiency in LinkedIn for professional research and prospecting
Basic working knowledge of AI tools (chatGPT / Claude prompts, etc.) for research and drafting workflows
Mastery of advanced Google search techniques
Comfortable with Google Workspace (Docs, Sheets, Slides) for data storage, presentation, and visualization
Robust understanding of private equity/M&A; terminology
WHAT WERE LOOKING FOR
Were looking for someone who thrives in a fast paced environment. You know how to step back, see the bigger
picture, and keep everyone aligned. You value good systems, genuinely enjoy building relationships, and can talk to
anyone across the company with ease.
You’ll be a great fit if you:
You enjoy building: You like solving problems and scaling processes
Are genuinely curious: You like learning about new markets, companies, and people, and you're always trying
to pick up new skills
Are adaptable: You’re dependable, flexible, and happy to pitch in wherever the team needs an extra hand.
Direct and collaborative: You keep your communication clear and concise, even when things are moving fast.
Take ownership: You take pride in your work, follow through on your commitments, and don’t need to be
micromanaged.
Want to grow: You’re ready to transition from managing your own tasks to coordinating projects and helping
the wider team succeed.

📌 Research Delivery LEAD SALES (Pune)
🏢 CLARITY CONSULTING
📍 Pune