Own a portfolio of target firms and lead strategic research, prospecting, outreach, and pipeline management across the private equity ecosystem. Manage Salesforce data, develop engagement strategies, coordinate business development initiatives, maintain project plans, and improve processes through automation. The role requires strong research, communication, project management, organization, and knowledge of private equity and M&A terminology.

Own the Salesforce platform and broader integration architecture end to end. Design data models, integrations, automations, custom Apex and LWC solutions, deployments, CI/CD pipelines, and Git-based change control. Apply AI-assisted development using Claude and related tools with rigorous review, testing, and controlled releases. Lead technical delivery for developers and QA testers, manage sprint flow and debugging, translate business requirements into technical solutions, and establish platform engineering standards across the technology ecosystem.

Conduct end-to-end, AI-enabled secondary research and market intelligence to produce industry primers, competitive landscapes, and advisor identification. Manage research projects, synthesize multi-source insights, track delivery via CRM dashboards, and drive firm initiatives to improve AI-enabled workflows and research quality while collaborating with global teams.