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Mid-level, popular sales-research title in Pune with common outreach skills creates high competition.
Private-equity outreach focus and Salesforce-centric pipeline skills make cross-industry transfers difficult.
Explicit 3–5+ years requirement, mandatory Salesforce mastery and PE domain expertise increase screening strictness.
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Own a portfolio of target firms involving strategic research and execution of outreach strategies to influence business outcomes.
Lead and manage multi-month business development initiatives, collaborating cross-functionally and addressing project blockers proactively.
Design and execute comprehensive pipeline outreach strategies, maintain Salesforce data accuracy, and monitor market activity related to private equity transactions.
3-5+ years of relevant experience in sales research, expert networks, or related fields.
Strong written communication and project management skills, including creation of outreach scripts and multi-month project plans.
Proficiency in Salesforce for pipeline management, LinkedIn for professional research, Google Workspace, and familiarity with AI research/drafting tools.
Strong understanding of private equity/M&A terminology.
Experienced in managing complex sales research projects with emphasis on process scalability and problem-solving.
Skilled at maintaining alignment among stakeholders in fast-paced environments and adept at clear, concise communication.
Demonstrates ownership with ability to coordinate across teams while transitioning from individual contributor to project coordinator role.