TresVista - Vice President - Business Development Support

About TresVista:

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

Roles and Responsibilities:

TresVista is looking to hire a Vice President, Business Development Support, who will be a part of the team that works closely with TresVista's financial-clients and senior professionals across the client relationship management value chain.

- Private Equity firms and other organizations are looking for our assistance in managing their Business Development activities which include lead generation, list building, CRM implementation, deal flow tracking, as well as events support.

Technical Understanding:

- Strong knowledge of private equity and investment banking deal flow process

- Knowledge of pre and post-sales functions including prospecting, lead generation, sales outreach, sales analytics, and investor relations

- Ability to consult on CRM implementations, data management, enrichment, and maintenance

- Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies

Project Management:

- Defining the scope of engagements, manage timelines, and ensure timely delivery

- Ensuring efficient and effective execution of all key aspects of client deliverables

Managing Client Relationships:

- Retaining and expanding existing client relationships by increasing integration

Team Management and Leadership:

- Working closely with new Associates and guiding them on day-to-day project management and delivery Mentoring, training, and developing Associates and Analysts

- Managing team issues effectively

- Contributing to the overall operational strategy for Data Quality function and responsible for the implementation of the strategy within the team

- Providing timely and continuous feedback for performance improvement

Change Management:

- Driving change management across business function vis a vis implementing and sustaining a Continuous Improvement culture

Training and mentoring:

- Training employees in Six sigma methodologies thereby inculcating a culture of First Time Right, waste elimination, self RCA, and leveraging best practices

Process Improvement:

- Using six sigma tools, improve and enhance existing processes

Run six sigma projects:

- Identifying, planning, and managing projects to drive business transformation

SOP management:

- Instill rigor and discipline around SOP creation and maintenance with process controls identification

Transition support:

- Supporting the TM team on process scoping, baselining, and transition

Best practices implementation:

- Partnering with leading consultants on implementation of process best practices

Prerequisites:

- Preferred experience on various CRM platforms such as DealCloud, Salesforce, MS Dynamics, Insightly, Pipedrive, Zoho, Dynamo, Hubspot etc

- Prior experience in market research preferably in finance/investment domain

- Strong grasp of various aspects of pre-sales and business development processes and analytical ability

- Commitment and ownership

- Strong eye for detail and ability to multi-task

- Ability to meet client-driven deadlines (demanding hours requiring time management skills)

- Excellent interpersonal skills and communication skills (written and oral)

Experience:

An MBA in Finance with a minimum of 7-10 years of work experience, or 10+ years of relevant work experience with a bachelor's degree in any field

Education: Any Graduate. MBA in Finance/Marketing/Strategy Preferred

Compensation:

The compensation structure will be as per industry standards. TresVista is a proud Equal Opportunity Employer and does not discriminate on any basis of race, religion, color, sex, gender identity or expression, sexual orientation, disability, marital status or national origin. All aspects of TresVista employment will be based on merit, competence, performance and business needs.