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    Trilliad

    Financial Technology

    Associate, Client Acquisition

    Any, IndiaOn-SiteFull-time4+ yrs experiencePosted 4w ago
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    Job description

    About Trilliad

    Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing, and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.

     At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.

    What you will do

    The Associate, Client Acquisition is accountable for lead generation and acceleration to drive revenue outcomes.
    You own lead nurture, qualification, and assignment across marketing and sales, ensuring that every marketing-engaged lead advances as quickly as possible from initial engagement to sales-qualified status. You originate leads across targeted
    Trilliad accounts, enabling our account teams to expand client relationships with new services.
    Your work ensures pipeline creation through an efficient and effective lead hand-off from marketing to sales.

    Which means that on a day-to-day basis, you will:
    Pipeline Generation and Outbound Prospecting
    • Execute targeted outbound prospecting into high-potential accounts to originate new leads and expand coverage within existing client relationships
    • Identify and engage key decision-makers through personalized multi-channel outreach that uncovers pain points and secures qualified meetings
    • Book qualified meetings with prospects who meet defined fit and readiness criteria, ensuring efficient use of sales capacity
    Lead Qualification and Lifecycle Management
    • Qualify inbound leads through live discovery conversations that assess organizational fit, buying intent, and decision-making authority
    • Manage direct follow-up with marketing-engaged leads to ensure prompt engagement and reduce leakage between marketing touch and sales contact
    • Route qualified leads to growth representatives with complete context and supporting data to optimize conversion velocity
    Nurture Program Design and Execution
    • Build and optimize multi-channel nurture streams across Apollo, Qualified, Marketing
    Engagement, phone, and LinkedIn to accelerate leads from acquisition to qualification stage
    • Analyze lead engagement patterns and conversion data to recommend content topics, messaging, and formats that strengthen nurture effectiveness and improve progression rates
    • Adjust nurture timing, sequencing, and channel mix based on observed prospect behavior to reduce sales cycle time
    Trilliad
    Salesforce Data Integrity and Process Discipline
    • Maintain Salesforce data accuracy for lead and contact records, activity logging, status updates, and opportunity association to support reliable pipeline visibility
    • Enrich lead and contact data to ensure completeness of information required for effective sales engagement and account planning
    • Ensure adherence to lead lifecycle process requirements so that marketing-to-sales handoff is frictionless and commercially productive
    How you’ll do it
    Because how we do things matters just as much as what we do at Trilliad, our Leadership
    Principles should act as a compass directing the everyday behavior of every teammate across the organization:
    Growth Obsessed. For our business, our clients, and our Selves.
    Create Client Value. Become irreplaceable
    Business is Personal. Cultivate relationships. Make space for connection.
    Care about each other.
    Tighten-Up. Focus, discipline, and rigor count.
    Lighten-Up. Humor and laughter deepen bonds.
    Strategy Without Execution Is Just
    Dreaming. Hope is not a strategy. Vision matters—so does execution.
    You Have the Ball. Be accountable. Take action. Go the distance.
    Be One Team. No lone wolves. Have each other’s back and help each other out.
    Run Towards Problems. Symptoms signal deeper causes. Find the root.
    Raise The Bar. Good is the enemy of great.
    Better never stops—be a Difference-
    Maker!
    Have the Hard Conversation. Be direct and empathetic. Speak the truth, kindly.
    Feedback is a gift.
    Confusion Is a Choice. Stay curious—Seek to understand. Share context—seek to be understood.
    Celebrate Results. Make recognition a habit. Shine a light on what’s working, big or small.
    The Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.
    Think “We” not “Me.” Prioritize what’s best for the business, the team, and the journey.
    Trilliad
    What You’ll Bring – Skills, Knowledge, and Experience
    All Difference-Makers are expected to meet the Trilliad Standard for Transferable Skills and Knowledge, which defines the core capabilities every teammate must bring— regardless of role, function, or level.
    Trilliad transferable skills Trilliad transferable knowledge
    • Contextual Awareness
    • Critical Reasoning and Thinking
    • Data/Analytic Acumen
    • Empathy
    • Judgment and Discernment
    • Moral Courage
    • Pattern Recognition and Systems
    Thinking
    • AI Literacy
    • Responsible and Effective AI Use
    • Trilliad’s Business and Commercial
    Context
    The following domain-specific Skills, Knowledge, and Experience are additionally required in order for you to be great in this role.
    Domain-specific skills
    • B2B lead lifecycle management — You accelerate the conversion of marketingacquired leads to sales opportunities through effective qualification and lifecycle management.
    • Business development–Drive targeted outbound prospecting to identify and engage key decision-makers. Use personalized multi-channel outreach and discovery calls to uncover pain points and secure high-quality meetings.
    • Marketing and sales technology proficiency — You possess a working knowledge of key platforms like Apollo, Account Engagement, LinkedIn, and Qualified, leveraging these tools to execute campaigns, manage lead workflows, and optimize engagement throughout the funnel.
    • Nurture content and messaging strategy — Design and optimize multi-channel nurture sequences that align content with prospect behavior to increase engagement and reduce sales cycle time.
    • Salesforce data hygiene and process discipline — You maintain rigorous data accuracy in Salesforce, ensuring reliable records for pipeline visibility and seamless sales hand-off.
    Trilliad
    Domain-Specific Knowledge
    • B2B demand generation funnel mechanics — You must understand how prospects move from awareness to pipeline so that nurture timing, content selection, and qualification criteria are commercially grounded, not just operationally executed.
    • Marketing and sales handoff process requirements — You must understand what sales teams need to act on a lead effectively so that data completeness, context transfer, and timing decisions support conversion rather than create friction.
    Domain-specific experience
    • 4+ years in marketing or BDR role within a B2B environment
    • Direct experience building and managing automated nurture and qualification campaigns in tools such as Apollo, Marketing Cloud Engagement, LinkedIn,
    Qualified, or similar platforms.
    • Demonstrated ability to maintain data accuracy and process discipline in
    Salesforce or a comparable CRM, ensuring reliable lead and contact records that support marketing and sales collaboration.

    The Trilliad Agreement

    If you want to be part of building a truly great growth company—and help cultivate a culture that is differentiated and creates value for customers and colleagues alike—then you might be a fit for Trilliad. Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.

    When you show up in this way—bringing your best and living our Leadership Principles— you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.

    Job details are sourced from the employer's original posting.

    Open job posting
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    About the company

    Trilliad

    Trilliad is a company that provides a platform for managing and analyzing financial data.

    View all Trilliad jobs
    Industry
    Financial Technology
    Open roles
    5

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