Managing Director I - Sales within PNC’s Private Markets Coverage, leading sales strategies and client relationship management in capital markets. Ensuring compliance and providing a superior client experience with a focus on team leadership.
About the role
- Sales Analyst role at veritree analyzing market intelligence for outbound and partner expansion efforts. Handling large datasets, AI enrichment, and collaborating with Sales to drive revenue.
Responsibilities
- Build and maintain structured market datasets and keep them current through monitoring and alerts.
- Pull, clean, and analyze large datasets to enrich accounts with program details and estimate annual opportunity size.
- Use AI workflows (ChatGPT/Gemini/Perplexity/n8n + enrichment tools) to accelerate research, extract structured insights, and create HubSpot/CRM-ready fields at scale.
- Segment and prioritize account lists for Enterprise versus Commercial motions and deliver prioritized targets to Sales.
- Identify expansion opportunities within existing partners (new departments, geographies, carbon programs, foundation giving, external impact initiatives).
- Surface trends from existing partners and market signals to inform who to target and which business use cases to lead with, especially for companies new to restoration/giveback programs.
Requirements
- 3+ years in sales analytics, market intelligence, revenue operations, research, or GTM strategy roles.
- Advanced Excel / Google Sheets (large datasets, pivots, models, structured outputs).
- Strong AI fluency — able to use tools like ChatGPT, Gemini, and/or Perplexity to accelerate research, enrichment, classification, and analysis.
- Experience with enrichment/prospecting tools such as Clay, Unify, Apollo, or similar platforms.
- Proven ability to turn messy information into clean datasets, prioritized target lists, and clear next actions for Sales.
- High ownership, strong attention to detail, and comfort building systems from scratch.
- Preferred: CRM experience (HubSpot or equivalent) and strong data hygiene habits.
- Experience supporting outbound motions across Enterprise and Commercial segments.
- Familiarity with corporate impact, sustainability, or giving programs.
Benefits
- Competitive salary with a performance-driven framework tied to impact and growth
- Extended health, dental, and vision benefits
- Additional Health Spending Account (HSA) / Lifestyle Spending Account (LSA)
- A variety of time-off programs including vacation, personal days, and a 4-week remote work program each year
- Employee discount with tentree, our sister company
- A flexible, hybrid work environment designed for collaboration and focus-driven impact
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