Research Associate, Client Services (Sales/Lead Generation/Business Development) - Hybrid - Makati, PH

Posted 2 Days Ago
Be an Early Applicant
Manila, First District NCR, National Capital Region
Mid level
Information Technology
The Role
Join Capvision as a Research Associate in Client Services, supporting the NYC office in a hybrid setup. Assist in connecting clients with industry experts, conducting research, and driving business decisions. Ideal for motivated individuals with solid phone experience and excellent communication skills.
Summary Generated by Built In

About Capvision 

We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting and in-person/remote conferences.


  • This job is night shift supporting our NYC office
  • Start Date in January 2025
  • This job is a hybrid setup. In-office is required 3 days per week. Note: 5 days on-site will be required during your training period, and until after you achieve your target KPI. After that, hybrid setup for 3 in-office days per week in our Armstrong Corporate Center – Makati.

Build your career and unlock your potential at Capvision, one of the fastest-growing expert networks in the world, providing primary research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across the globe. Capvision is currently looking for exceptional Recruiting Associates to assist with our continued rapid expansion into the Americas, EMEA and APAC regions.

Why Join Us?

A career at Capvision will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting-edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client's underlying research interest and build a knowledge base of multiple industries. 

No two days are the same at Capvision. At one moment you will be assisting a hedge fund's research into the European airlines market by recruiting an industry expert in the space. At the next you will be working alongside a global management consulting firm and speaking to a former c-suite executive from a Fortune 10 company who can provide insights into the United States eCommerce and Grocery Delivery space. 

Does this sound interesting to you? 

Who You Are:

  • You have 1-6 years of solid phone experience in either of the following backgrounds: sales, appointment setting, lead generation or recruiting directly working with stakeholders from the North American region.
  • Highly motivated individual driven by success and enjoys working in a dynamic environment.
  • Ability to work in the US EST time zone and possess excellent verbal and written English communication skills.
  • Effective time-management abilities adapting to rapidly changing priorities.
  • Confidently represents our company to experts.
  • Bachelor's degree in a relevant field from a strong university with strong academic performance
  • Having lead-sourcing/research techniques using LinkedIn (e.g. recruiting on social platforms and crafting Boolean search strings) is a plus.

Job Responsibilities:

  • You are a key decision-maker in expert selection, driving success through understanding client pain points, conducting cursory industry research, formulating and executing on sourcing strategies, and delivery of qualified experts, advisors, and consultants to influence client research
  • Your experience will be diverse. Each project will offer a new opportunity to make a connection and understand market trends and sectors you never knew existed
  • Responsible for the success/management of entire scopes of a project, including but not limited to, industry research, identifying the right expert, searching through our network and direct communication with high-stakes clients
  • You will lead the charge in developing screening criteria and questions, as well as sourcing strategies to deliver qualified consultants, experts, and advisors to clients, based on client briefs and instructions
  • Capvision Associates exercise discretion and independent judgement with respect to matters of significance and have direct impact on business operations of Capvision, Capvision Experts, and Capvision Clients
  • Associates will work directly with Capvision Experts and have autonomy to negotiate and settle expert consultation rates
  • All team members are contributing members from the start. The Associates will work as a team to directly assist well-known clients to build trust and deliver a high-quality product by reaching out and recruiting industry executives.
  • Associates direct decision-making for arranging and facilitating expert consultations and deliverables for Capvision clients through use of tools such as LinkedIn, email, phone for onboarding, screening, and scheduling
  • Responsible for communication and end to end management of international, cross-office projects with Key Opinion Leaders, C-level executives, and subject matter experts

Benefits:

  • Competitive compensation program - Monthly Salary + uncapped, no limit performance bonus 
  • Vacation leave, US holiday leave, sick leave
  • 13th Month Pay
  • Government Mandated Benefits + HMO
  • Be a member of a pioneer office at the World's Faster Growing Expert Network
  • You will work with our HQ in NYC. Be a part of a fun, friendly, and family-oriented culture. Our NYC office is rated 4.3/5 stars on Glassdoor
  • Very fast paced and motivated culture
  • High growth potential and management opportunities in the immediate term and future

Website: www.capvision.com

The Company
HQ: New York, New York
861 Employees
On-site Workplace

What We Do

Founded in 2006 by former Bain & Company consultants and Morgan Stanley investment bankers in Shanghai, Capvision is an industry-leading global expert knowledge services provider. We are the fastest-growing expert network in the United States, as well as the first and largest established expert network in Asia. Capvison partners with over 2000 clients including institutional investors, consulting firms, and Fortune 500 companies to organize and provide fast and accurate expert consultations, surveys, conference calls, transcripts, and customized research solutions.

Our proprietary CRM enables our clients to benefit from the scale of our network and professional relationships, which we continually build by individually screening and recruiting top talent who match each client’s unique needs and goals. We aim to deliver the best services by aligning our interests with our clients' so that they can make well-informed and strategic decisions that outperform the competition.

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