Drive outbound pipeline for a fast-moving private equity firm actively sourcing acquisition targets across service company verticals
Research prospects, build pre-call intelligence reports using AI tools, manage outbound outreach, qualify leads, and book meetings for the deal team
Build structured company and contact intelligence reports ahead of every outbound call using Claude or similar AI tools
Research target companies across verticals including IT managed services, marketing agencies, BPO, accounting and finance, logistics, SaaS, software development, and recruiting
Summarize key business context, ownership structure, financials where available, growth signals, and likely motivations for a potential transaction
Ensure the deal team walks into every call fully briefed and prepared
Identify and build target lists of prospective acquisition targets across defined service verticals
Conduct outbound outreach via phone, email, and LinkedIn to engage business owners and senior decision-makers
Qualify prospects against defined acquisition criteria and move qualified leads efficiently to booked meetings
Maintain accurate and up-to-date records of all outreach, qualification activity, and pipeline status in Salesforce
Book qualified meetings for the deal team with full context and pre-call briefing attached
Coordinate scheduling and follow-up to keep prospects engaged through the handoff process
Track meeting conversion rates and flag patterns in prospect quality or objections proactively
Requirements
Proven sales or SDR experience with a track record of outbound prospecting and meeting booking
Hands-on experience with Salesforce for managing leads, tracking activity, and maintaining pipeline records
Strong working proficiency with AI tools such as Claude or ChatGPT, specifically for research, summarization, and report building rather than just general use
Ability to produce fast, accurate, well-structured company briefs and contact intelligence reports independently
Strong written and verbal English communication skills with a confident and professional tone
Highly organized and self-directed with the ability to manage high outreach volume and research output simultaneously
Comfortable engaging business owners and senior decision-makers across a range of service industries
Experience in a deal sourcing, M&A, private equity, or investment banking environment (Nice to Have)
Benefits
Paid Time Off in accordance with company policy
Observance of Holidays per company guidelines
100% remote setup so you can work wherever you're most productive
This role requires availability during US business hours
Work directly with a deal team at an active acquisition firm sourcing across multiple service verticals
High-ownership role with direct impact on deal flow and pipeline