Associate, Sales and Business Development

About the role

You will own the end-to-end sales cycle for a focused territory of financial services clients in Mumbai, driving new business growth against a defined quota. This role requires you to own the full client journey from initial outreach through to contract execution and expansion. You will own the responsibility of building deep, consultative relationships that uncover unique research needs and translate them into tailored Third Bridge solutions. You will own the proactive identification of research gaps and advocate internally to ensure client problems are solved with precision and speed. This position owns the mandate to represent Third Bridge as a trusted advisor, positioning our expertise as critical to your clients' investment and strategic decisions. You will own the collaboration with internal product and research teams to feedback on market trends and refine our value proposition. This role owns the accountability for forecasting, pipeline management, and consistently reporting performance against targets to senior leadership. You will own the stewardship of client success metrics, ensuring retention and identifying cross-sell opportunities within your existing book of business.

Key facts

What you'll do

Conduct in-depth research into target accounts to map decision-makers, research budgets, and current providers across the financial services landscape.

Qualify and profile prospective clients against Third Bridge on-boarding criteria, ensuring alignment between client needs and our research capabilities.

Artically articulate the unique value of our primary research services, including executive access, proprietary platforms, and syndicated insights.

Source and cultivate a high-quality pipeline of leads through proactive outbound outreach, warm introductions, and strategic networking initiatives.

Schedule and lead discovery calls to diagnose client research challenges and map them to appropriate Third Bridge solution frameworks.

Partner with Sales Representatives to design and deliver tailored outreach strategies, messaging, and account plans for priority segments.

Manage the full sales cycle from initial contact through negotiation, ensuring commercial terms, legal review, and onboarding milestones are met.

Leverage CRM tools to maintain accurate, real-time pipeline visibility, forecast revenue, and document all client interactions comprehensively.

Champion the collection of structured feedback from client interviews to inform product development and enhance our research Library offerings.

Identify and develop cross-sell and upsell pathways by uncovering adjacent research needs within existing client organizations.

Coordinate internal workshops and pre-sales activities to ensure seamless delivery and alignment between commercial promises and research execution.

Monitor competitor activity and market positioning to refine sales approaches and counter-propositions in key client discussions.

Attend relevant industry conferences, webinars, and client events to maintain thought leadership and strengthen Third Bridge's brand presence.

Collaborate with Marketing to develop targeted content, case studies, and success stories that accelerate the sales cycle.

Requirements

Bachelor's or Master's Degree is mandatory for this role, ensuring a foundational level of academic preparation.

Possess 1-4 years of proven B2B new business sales and client acquisition experience, demonstrating a track record of closing deals.

Require financial services experience within the domestic Indian market as an essential criterion for this position.

Familiarity with Indian public and private equity ecosystems is preferred and will be considered a strong advantage.

Experience selling data and/or content services is preferred, indicating an understanding of information-as-a-product models.

Demonstrate proven ability to effectively create, network, and follow up on business leads across multiple channels.

Show consistent success in managing pipelines and delivering on targets, reflecting disciplined sales execution.

Apply a problem-solving, consultative selling approach to design customer solutions that address specific research gaps.

Communicate fluently in written and spoken English, with strong negotiation and interpersonal skills to engage senior stakeholders.

Ability to quickly build relationships and deliver strategic, value-added insights, including over the phone and in virtual settings.

Be self-motivated, intellectually curious, and possess strong executive presence and sales acumen to influence decision-makers.