The Role
Conduct telephone and virtual interviews with senior financial services professionals to support client research and strategic objectives. Manage structured multi-touch outreach, review AI-generated pre-call briefs, navigate objections, maintain accurate activity records, and protect confidential information. The role requires credible executive communication, familiarity with primary research methods and contact-tracking tools, strong financial services terminology, and excellent spoken and written English. Work is conducted during CST/EST business hours.
Summary Generated by Built In
Bough is a decidedly different kind of advisory, assurance, and transformation solutions firm. Working collaboratively with clients in finance, audit, and compliance organizations, we co-create integrated solutions that connect people, processes, and technologies to navigate accounting, reporting, and compliance matters.
Our services include finance and accounting advisory, revenue assurance, FP&A advisory and support, risk advisory, ESG, and process automation and transformation.
We are busy and sometimes crazy busy delivering exceptional results to our clients with trust, quality, and humanness. Our name 'Bough' means the main branch of a tree - a name that keeps us grounded in nature and emphasizes our belief that we wish to be the main branch on which our clients and employees lean with trust.
For any position we are hiring, we don't just want you to be an ambitious, analytical, multi-skilled, risk-taking go-getter for Bough. We want you to be more. More for yourself and for anything you undertake. Socially responsible, intuitive, empathetic, trustworthy, thoughtful, imaginative, creative, and curious are some words that resonate with us. Your skills are a qualifier, and we believe that each of us is much more than the skills we bring to our job - the person we are looking for...
Role Overview
As an Executive Interviewer, will be the voice of Bough's Research Operations practice: the person that engages institutional investors, corporate treasurers, asset managers, and investment bankers with credibility and preparation and makes them want to participate.
This is not cold calling. Every contact has been enriched, prioritized, and briefed. You arrive on every call with context, a clear sense of why the research matters, and the conversational fluency to navigate objections without a script. This position requires a deep understanding of market research methodologies, and the ability to gather valuable insights that will directly inform our client’s strategic objectives.
Key Responsibilities
- Conduct high-quality telephone/virtual interviews with senior financial services professionals,
- Execute the structured multi-touch outreach cadence with discipline and follow through on every active contact until all touchpoints are exhausted
- Read and absorb AI-generated pre-call briefs before every scheduled call using contact and firm context to engage each respondent in a credible, relevant conversation
- Handle objections fluently and professionally, applying study-specific guidance while exercising personal judgment in live conversations
- Maintain complete and accurate records of all outreach activity and interview outcomes,
- This role operates during client time zone business hours (CST/EST), a requirement that defines when and how all outreach and interviewing activity is conducted
- Ensure confidentiality and data protection compliance, maintaining accuracy and security of all collected information
- Stay up to date on industry trends, market developments, and best practices across financial markets and market research
Qualifications & Experience
- 2-4+ years in B2B telephone interviewing, outbound research, or executive outreach - financial services research experience strongly preferred
- Demonstrated ability to engage senior professional audiences on the telephone; comfort navigating gatekeepers and reaching decision-makers directly
- Familiarity with structured contact strategies, project tracking, and dialer or campaign tools used in primary research environments
- Exposure to financial services terminology and the ability to hold a credible conversation with C-suite and senior finance professionals
- Exceptional spoken and written English - you will be the voice of a global consulting firm engaging with the world's most senior financial professionals
Preferred Skills
- Resilient and detail-disciplined - you work a full contact queue with consistency, and every interaction is logged accurately
- Coachable and improvement-oriented - you absorb feedback, apply it, and bring your own observations back to the team
Skills Required
- 2-4+ years of experience in B2B telephone interviewing, outbound research, or executive outreach
- Ability to engage senior professional audiences by telephone, navigate gatekeepers, and reach decision-makers
- Familiarity with structured contact strategies and project tracking
- Experience with dialer or campaign tools used in primary research environments
- Exposure to financial services terminology and ability to converse credibly with senior finance professionals
- Exceptional spoken and written English
- Financial services research experience
- Resilience, detail discipline, and accurate interaction logging
- Coachability and an improvement-oriented approach
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The Company
What We Do
Bough is an advisory and transformation firm serving CFOs, Controllers, boards, and leadership teams. It provides accounting advisory, risk and ESG services, finance transformation, technical accounting, close acceleration, revenue recognition, SEC reporting, internal audit, enterprise risk, and technology-enabled process modernization. The firm uses senior practitioners and a co-creation approach to help organizations address operational and regulatory complexity, improve resilience, and build long-term value.
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