Client Director - Private Equity

Reports To: Vice President

Department: Sales - Private Equity

Location:Remote - United States

Evalueserve is a leading global company that develops innovative and sustainable solutions for a wide range of clients, including more than 30% of the Fortune 500 companies. With presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, domain-specific AI solutions, and deep subject matter expertise to elevate our clients' strategic decision-making and business impact. Our clients include Amazon, Deutsche Bank, Johnson & Johnson, McDonald's, Microsoft, Morgan Stanley, Nestlé, Novo Nordisk, and Procter & Gamble.

We have 5,000+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets such as Colombia, the Middle East and the rest of Asia-Pacific.

Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK, we offer a dynamic, growth-oriented, and open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all.

Watch this video to understand what it means to Elevate Your Impact at Evalueserve!

About Financial Services:

Evalueserve is a global leader in AI enhanced managed services, driving operational efficiency and scalability for top financial institutions. With 5,000 specialists worldwide, we combine deep domain expertise with AI and automation embedded directly into client workflows to deliver up to 40% productivity gains.

Today, over 100 financial institutions partner with us, including 6 of the 10 largest global corporate and investment banks, leading asset managers, private markets firms, and regional players across North America, Latin America, EMEA, MENA, and APAC. We bring deep expertise across the deal lifecycle, credit lending operations, investment research, quantitative investment strategies, risk management, and more. Our solutions are regularly recognized by industry analysts such as Forrester, Chartis, and Everest Group.

Key Responsibilities

• You will be responsible for setting and executing the sales strategy for potential Private Equity prospects, as well as your allocated accounts.
• Attend client meetings along with other sales team members, both as coaching opportunities and to expand our reach by elevating relationships
• Build advisory relationships with senior and C-level client executives that anchor long-term sustainable engagements with Evalueserve that are focused on strategic and priority areas
• Offer our solutions to new and current Private Equity clients, which can include research & support services, due diligence/M&A services, and portfolio management services.
• Ability to travel as needed to client meetings

Required Qualifications

• 3-5 years of experience within the Private Equity domain or consulting world, ideally selling into Private Equity firms.
• Experience in selling outsourcing and/or offshore knowledge/research services
• Experience in positioning and selling solutions to new customers and new market segments
• Experience in proactively growing customer relationships within an account while expanding their understanding of the customer's business
• Demonstrated history of meeting and exceeding quarterly and annual goals as well as building strong pipelines
• Experience in identifying, developing, negotiating, and closing large-scale deals in a collaborative environment
• Strong written and oral communication skills, articulation skills, listening skills, team-playing skills, and interpersonal skills.
• Attention to detail and quality-focused

Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we may verify your employment, education, and other details. Please ensure all information is factual and submitted on time. For any assistance, your recruiter is available to support you.

Want to learn more about our culture and what it's like to work with us? Write to us at careers@evalueserve.com

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