Sourcing Operations Associate

Bain Capital • Boston, MA

74d

About The Position

This individual will be responsible for the following areas for North American Consumer and Technology Verticals: Relationship Management, Pipeline / Deal Database, Marketing Support and Event Logistics, and Technology and Data. The role involves maintaining the Affinity CRM, leveraging the Bain Capital network for introductions, tracking executive movements, maintaining databases, and assisting with trip planning and investor conference coordination. Additionally, the individual will maintain target pipelines, participate in vertical meetings, monitor competitive deal activity, and collaborate across business units. Marketing responsibilities include updating the Global PE Marketing Compendium, creating pitch decks, and planning executive events. The role also involves working with various teams to identify new tools and data for sourcing and training on new systems.

Requirements

• Ability to manage multiple priorities
• Comfort with engaging a broad group of internal and external stakeholders, executive presence
• Superior communication, both written and verbal
• Self-starter with strong project management and follow-through skills
• Detail-oriented, conscientious and energetic professional with ability to think creatively and independently
• Familiarity with finance/private equity space
• Outstanding Excel and PowerPoint skills
• Prior experience with CRM tool and private company origination platforms (e.g., Pitchbook, Grata) preferred
• Interest and experience in AI use cases for business

Nice To Haves

• 1 to 2 years’ experience in business development or sales operations preferred
• Experience at a software company would be a plus

Responsibilities

• Maintain Affinity CRM (entry of interactions, pipelines & trackers, reporting)
• Leverage Bain Capital network and tools to find warm introductions to targets
• Own map of banker network/intermediaries and work directly with coverage officers to coordinate on conferences and guide inbound investment opportunities
• Track executive movements via LinkedIn, Expert Networks and other sources
• Maintain advisor/river guides database in collaboration with Talent team
• Assist with trip planning/meeting optimization/investor conference coordination
• Maintain target pipeline for vertical
• Participate in vertical meetings to update changes and track next steps
• Ensure meeting/target follow-up activity completed
• Monitor and track competitive deal activity/sponsor portfolios
• Assist in screening target companies (first looks, data gathering, ad hoc analysis)
• Collaborate and share best practices across business units (pipeline, networks, tools)
• Update and own Global PE Marketing Compendium
• Create and capture vertical specific pitch decks, update vertical microsites
• Help plan/host executive events for vertical (logistics, implementation, attendee management)
• Provide on-site event support for conferences and executive events
• Work with Research Services, Data Science and IT teams to identify new tools and data to help with sourcing angles
• Help to train and implement new systems and tools across PE group

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees