San FranciscoFull TimeSales
Remotely
exceldata analysispowerpointgoogle slideshexoutbound campaigns
Job Description
📋 Description
- Build targeted outbound campaigns for private equity firms to generate top-of-funnel meetings and
- Prepare for and follow up on partner conversations with data analysis, case studies, and portfolio
- Manage PE partner relationships alongside AEs, CSMs, and data partners
- Attend select industry events for exposure; event planning not core
🎯 Requirements
- 1+ year in SDR/BDR, CS, PE sourcing, or similar client-facing role
- Experience building outbound campaigns, researching targets, and setting meetings; quota-carrying a
- Strong commercial judgment; credible with senior finance/operating execs
- Proficiency in Excel; comfortable with data from Hex or analytics tools
- Ability to translate data into case studies and presentations using Google Slides/PowerPoint
- Excellent written and verbal communication with concise outreach
🎁 Benefits
- Up to four weeks per year fully remote work