Associate - MCC- Lead Generation

About the Role

The B2B Lead Generation Specialist within the Marketing and Corporate Communication (MCC) team plays a pivotal role in driving qualified pipeline growth through targeted outreach to Private Equity (PE) firms,

Venture Capital (VC) firms, PE-backed companies, and investment professionals. This role designs and

executes compliant, technically accurate campaigns that resonate with decision-makers, leveraging

LinkedIn outreach, email automation, and CRM management. It requires a strong understanding of financial services and investment ecosystems, combined with data-driven insights and creative problem-solving to

• craft personalized engagement strategies that convert high-value prospects. The position collaborates
• closely with marketing leadership and cross-functional teams to align lead generation efforts with business
• objectives, support revenue goals, and integrate emerging technologies for measurable impact. This role
• has a strong focus on the US and UK markets and requires the ability to run tailored, region-appropriate
• campaigns for prospects in these geographies.

Key Role Deliverables

• ▪ Build and maintain verified prospect lists; ensure CRM accuracy and data hygiene
• ▪ Drive LinkedIn and email outreach to VC, PE, and investment professionals
• ▪ Qualify leads and hand over high-intent prospects with complete context to Sales
• ▪ Schedule meetings and nurture conversations to drive conversions
• ▪ Optimize outreach strategies using analytics and performance insights
• ▪ Track and report campaign performance metrics, recommending improvements for future outreach
• strategies

Operational Responsibilities

• ▪ Develop and manage multi-step outreach campaigns using advanced automation tools (e.g., Sales
• Navigator, Apollo), ensuring personalized engagement with the Management, and other key stakeholders
• in VC, PE, and investment firms
• ▪ Drive engagement and optimize conversions by monitoring campaign performance, managing follow-ups,
• nurturing conversations, and scheduling meetings for sales teams
• ▪ Plan and execute cold email campaigns tailored to financial decision-makers, including list segmentation,
• A/B testing, deliverability optimization, and drip sequences with value-driven content (case studies,
• insights, research assets), while ensuring compliance with CAN-SPAM, GDPR, and global outreach
• regulations

▪ Source and build high-quality prospect lists from verified platforms such as Crunchbase, Pitchbook, Apollo, LinkedIn, and Dealroom, ensuring accurate segmentation and data integrity

• ▪ Maintain CRM hygiene and enrich prospect data through tagging, scoring, and updates (Salesforce and
• HubSpot) supported by in-depth research on industries, deal activities, and investment theses to target the
• right opportunities

▪ Prepare and present regular performance reports on campaign effectiveness and lead quality, tracking key metrics such as reply rates, meetings booked, SQL conversion rates, and overall pipeline contribution

• ▪ Leverage analytics to optimize outreach strategies, improving targeting, content relevance, and channel
• performance for higher engagement and conversions
• ▪ Collaborate with content specialist in the marketing team to develop impactful outreach assets such as
• whitepapers, one-pagers, VC-focused messaging, and case studies that strengthen engagement with target audiences
• ▪ Drive innovation in outbound strategies by identifying new channels, tools, and techniques, while staying
• informed on market trends in VC/PE and financial services to ensure relevance and effectiveness
• ▪ Qualify leads based on ICP and lead scoring, and collaborate with Sales teams to hand over high-intent
• leads with complete context for conversion

Prerequisites

• ▪ Experience B2B outbound lead generation with a proven track record in financial services, targeting VC, PE, fintech, or investment banking
• ▪ Proven experience targeting the US and UK markets, with the ability to tailor outreach cadence, tone, and
• timing to regional buyer behavior; comfortable working across US/UK time zones and adapting campaigns
• to region-specific compliance requirements (e.g., CAN-SPAM in the US, PECR/UK GDPR in the UK)

▪ Proficiency in LinkedIn outreach tools (e.g., Sales Navigator, Apollo) with hands-on experience in cold email automation, multi-step drip campaigns, and CRM platforms (HubSpot, Salesforce, Pipedrive)

• ▪ Familiarity with marketing automation platforms such as HubSpot, Smartlead.ai, MeetAlfred, HeyReach,
• Apollo, and Lemlist for campaign execution and optimization
• ▪ Familiarity with VC/PE terminology, deal cycles, capital markets, and fundraising processes
• ▪ Ability to analyze investment theses, deal activity, and industry trends, with knowledge of CAN-SPAM,
• GDPR, and global outreach regulations
• ▪ Demonstrated specialization in Account-Based Marketing (ABM), including building target account lists,
• running coordinated multi-channel ABM campaigns across email and LinkedIn, and personalizing outreach
• based on account-level intent and firmographic data

▪ Strong copywriting skills specifically for outreach campaign content - able to independently write and refine high-converting cold email sequences and LinkedIn outreach messaging (connection requests, InMails, follow-ups) tailored to financial decision-makers; excellent research, analytical, and communication skills; ability to manage multiple campaigns independently

• ▪ Working knowledge of AI tools (e.g., Claude, ChatGPT, or similar) to accelerate prospect research,
• personalize outreach content at scale, draft and A/B test email/LinkedIn content, and summarize account
• or deal intelligence
• ▪ Working knowledge of intent-based and account intelligence platforms (e.g., Common Room, 6sense,
• Demandbase) to identify in-market accounts, surface buying signals, and prioritize outreach toward high
• intent VC/PE prospects and decision-makers

Experience

4-6 years of experience in B2B outbound lead generation within financial services

Education

Bachelor’s degree in marketing, Business, Finance, or related field; MBA or certifications in Digital

Marketing, CRM, or Lead Generation tools preferred

Compensation

The compensation structure will be as per industry standards.