Inside Sales / Origination Analyst

The successful candidate will be responsible for:
Sourcing, Prospecting and Lead Generation: Identify, target, and qualify prospects through online research, and conference preparation. Proactively identify potential investment opportunities for the domain (industry) teams.

Pipeline Management: Work with the investment team to maintain accurate records of interactions, leads, and investment opportunities in our CRM (Salesforce). Monitor and manage the pipeline of prospects (CEOs/Founders/Owners) within each industry domain. Ensure consistent and prompt follow-ups
from the investment team for all top prospects.

Domain/Industry Engagement: Engage with domain teams to understand their needs, industry trends, conferences, and demonstrate the value of partnership. Support domain teams in building target investment lists and monitoring industry and company news flow.

Reporting: Provide regular reports on business development activities, results, and forecasts to the leadership and domain teams

Technology enablement: Assist with developing evaluating potential tools that enable effective pipeline management & sourcing. Proactively identify and implement opportunities to increase the efficiency and throughput of Clairvest’s process.

Clairvest & Industry Knowledge: Develop a deep understanding of our strategic position within the private equity market and key industry verticals. Stay current on market trends, competitive dynamics, and the broader landscape, while aligning insights with each domain team’s needs and priorities.

The successful candidate will be responsible for:
Sourcing, Prospecting and Lead Generation: Identify, target, and qualify prospects through online research, and conference preparation. Proactively identify potential investment opportunities for the domain (industry) teams.

Pipeline Management: Work with the investment team to maintain accurate records of interactions, leads, and investment opportunities in our CRM (Salesforce). Monitor and manage the pipeline of prospects (CEOs/Founders/Owners) within each industry domain. Ensure consistent and prompt follow-ups
from the investment team for all top prospects.

Domain/Industry Engagement: Engage with domain teams to understand their needs, industry trends, conferences, and demonstrate the value of partnership. Support domain teams in building target investment lists and monitoring industry and company news flow.

Reporting: Provide regular reports on business development activities, results, and forecasts to the leadership and domain teams

Technology enablement: Assist with developing evaluating potential tools that enable effective pipeline management & sourcing. Proactively identify and implement opportunities to increase the efficiency and throughput of Clairvest’s process.

Clairvest & Industry Knowledge: Develop a deep understanding of our strategic position within the private equity market and key industry verticals. Stay current on market trends, competitive dynamics, and the broader landscape, while aligning insights with each domain team’s needs and priorities.