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Dialectica

Gathers real-time expert insights for businesses

Commercial Insights Manager - Private Equity

Account Executive +1Updated on Nov 12
Full-timeMontreal, QC, Canada

About the Job

Requirements

  • At least 4 years of experience, ideally in strategy consulting, transactions, professional services, or information services, including client-facing commercial work.
  • Evidence of building something from scratch, such as a client relationship, practice, product, or venture.
  • Early evidence of winning business or growing client relationships with private equity buyers.
  • A growing network in the US private equity ecosystem.
  • A clear grasp of the deal cycle and the needs of a deal team at each stage.
  • Ability to build, forecast, and manage a pipeline in a customer relationship management system.
  • Professional fluency in English is required for US client coverage.

Responsibilities

  • Build and work a target list of US private equity funds, opening doors with partners, deal teams, and portfolio operations leaders.
  • Run the full sales cycle, including first meetings, discovery, scoping, proposals, pricing, and closing.
  • Convert deal-by-deal work into annual commitments and package agreements.
  • Expand client relationships from a single deal team to other sector teams, portfolio operations, and value creation groups.
  • Own renewals and upsell across the Private Equity offering, including Expert Calls, Voice of Customer, M&A Mapping, Deal Advisors, and Origin.
  • Build relationships with central budget holders to secure firm-wide agreements.
  • Create proactive content on sectors and investment themes relevant to US middle-market and large-cap deal flow to open conversations and generate mandates.
  • Scope client needs throughout the deal cycle, from origination and due diligence through post-acquisition value creation, and convert them into projects.
  • Lead execution on projects sold, including coaching and training the dedicated delivery team, and remain accountable for the client experience on accounts.
  • Feed client demand into product development and co-create new Insights modules with US funds.
  • Agree a target list of funds with the manager and sign a first client or sell a first solution during the first three months.
  • Open conversations across target funds and win further mandates by month six.
  • Develop repeat deal-by-deal business and move first clients to annual packages by month 12.

Desired Qualifications

  • Transactions experience, such as commercial due diligence, transaction services, or investment banking, or experience selling to private equity at an expert network or data provider.
  • French language ability.

About the Company

Dialectica

Gathers real-time expert insights for businesses

Dialectica is a B2B information service that helps business professionals gather real-time insights from a global network of industry experts. Clients submit research questions and receive fast, structured findings from vetted experts, interviews, and summarized knowledge, delivered through a knowledge-sharing platform. The product works by matching client inquiries with suitable experts, coordinating interviews, and compiling concise reports with quotes, transcripts, and actionable takeaways. Dialectica distinguishes itself through its large, globally distributed team (over 1,500 employees across 6 offices on 3 continents), a proven track record of rapid growth, and a focus on building a trusted knowledge platform that enables faster, better decision-making. The company's goal is to accelerate the shift to a prosperous society by empowering better decision-making for its clients.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2015

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