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Manager, Planning
1 week ago
Your main responsibility is to generate conversations with key acquisition targets on behalf of CDaaS clients, and advance those conversations forward.
You will connect with decision makers at those targets primarily by phone, email or LinkedIn, determine their strategic initiatives (e.g. M&A, succession planning), confirm suitability for our clients, prepare memos and make introductions to our clients.Your outreach targets are well documented and segmented in our CRM to start with, and the prospecting tools and software at your disposal are advanced.
With time, you will progress in our CDaaS team, expanding your scope and responsibilities in managing prospects and mandates further.
Email, LinkedIn and phone outreach to already-qualified prospects in our CRM- Build, nurture and manage prospect pipeline
- Maintain and update an accurate log of activity in our CRM
- Embrace data-oriented practices to optimize personal performance
- Exhibit a thirst for ongoing learning and development to insure target achievement, professional growth and increased knowledge of M&A and capital markets
- Bachelor's Degree in finance, business or a relevant field, having graduated near the top of your class
- Keen understanding of mergers & acquisitions, corporate finance, and capital markets
- Outstanding ability to engage and influence prospects over email/LinkedIn/phone
Languages of interest:
Portuguese, Mandarin, Spanish
You are energetic, positive, take pride in your own and your team's quality of work, and demonstrate your commitment to excellence in everything you do.
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