Lead Generation: Utilize various sources such as industry databases, online platforms, networking events, and professional associations to generate high-quality leads for mergers and acquisitions. Research and Analysis: Conduct comprehensive research and analysis to evaluate lead potential, considering factors like financial stability, market presence, and growth prospects. Utilize effective tools and resources for this purpose. Data Collection: Gather and organize detailed information about leads, including key decision-makers, contact details, company background, financial data, and other relevant information necessary for evaluation. Filtering and Qualification: Apply criteria to filter leads based on predetermined parameters that align with strategic goals and target markets. Evaluate lead quality to determine viability and potential for successful partnerships. Database Management: Regularly maintain and update the lead database, ensuring accuracy and currency of information. Adhere to best practices for data management and safeguard sensitive information. Collaboration: Foster effective collaboration with team members, including business development managers, analysts, and executives. Engage in discussions, share insights, and provide support in the lead evaluation process. Reporting: Prepare regular reports outlining lead generation activities, including the number of leads identified, qualified, and captured, as well as their progress in the pipeline. Present findings and recommendations to the management team. Industry Knowledge: Stay updated on industry trends, market dynamics, and emerging opportunities in the M&A sector. Continuously expand knowledge through research and learning initiatives to enhance lead identification and evaluation skills.
Expectations:
Strong Analytical Skills: Demonstrate the ability to conduct in-depth research and analysis, ensuring accuracy and reliability of information. Excellent Communication Skills: Possess effective written and verbal communication skills to convey complex information and insights. Proficient Tools Usage: Utilize industry databases, online platforms, and relevant tools proficiently for lead sourcing and evaluation. Attention to Detail: Pay meticulous attention to detail for precise and comprehensive data collection and management. Collaboration Skills: Excel in both independent and collaborative work environments, actively contributing to team discussions and supporting colleagues. Organizational and Time Management Skills: Exhibit exceptional organizational and time management skills to handle multiple tasks, prioritize effectively, and meet deadlines. Software Proficiency: Possess proficiency in MS Office Suite (Word, Excel, PowerPoint) and CRM software. Financial Acumen: Understand financial statements and key performance indicators to accurately assess lead financial health and potential. Compliance Awareness: Maintain awareness of legal and regulatory considerations in the M&A industry, adhering to compliance guidelines and best practices.
We have confidence that your skills, expertise, and dedication will significantly contribute to our success. By actively engaging with your team, sharing insights, and continuously expanding your knowledge, you will thrive as a Leads Sourcer in this role.
