Key Responsibilities
1. Prospecting & Lead Generation
Identify and target new clients in management consulting firms and investment funds
Build a strong outbound pipeline through research, LinkedIn outreach, cold calling, conferences, digital marketing and network referrals.
Understand client organization structures and identify relevant decision-makers.
2. First-Level Client Engagement
Conduct introductory calls and capability discussions with Managers, Principals, and Partners.
Clearly articulate Infollion’s value proposition, our expert network capabilities, and use cases.
3. Needs Understanding & Qualification
Deep-dive into client’s research/project requirements, timelines, budget fit and procurement processes.
Qualify opportunities using structured frameworks (timeline, urgency, stakeholder map, barriers).
4. Pitching & Solution Positioning
Deliver compelling capability decks, tailored pitches and email presentations.
5. Proposal & Commercial Closure
Own the initial commercial discussions, create proposals and manage early-stage negotiations.
Close the first project and ensure smooth operational handover.
6. Handover to Account Management / Delivery
Transition newly acquired clients to the Account Management/Delivery teams with complete context.
Support during the first project to ensure a seamless start.
7. CRM & Reporting
Maintain accurate logs of outreach, active prospects, pipeline status, and weekly progress in CRM.
Deliver timely forecasts on new acquisitions and project closures.
8. Market Research & Intelligence
Stay updated on the consulting, PE/VC and expert network landscape.
Track industry trends, deal flows, and competitor activities to refine targeting strategies.
Qualifications & Soft Skills
Bachelor’s degree in Business, Marketing, Economics, or similar field.
3–5 years of experience in B2B sales / business development (experience in expert networks, research services, staffing, or knowledge services is a plus).
Strong verbal & written communication skills, especially with senior stakeholders.
Proven ability to run structured sales cycles and close new business.
High research orientation and comfort engaging with decision-makers.
Proficiency in CRM tools and sales outreach platforms.
Self-driven, target-oriented, and comfortable with a fast-paced environment.
