Associate, Client Acquisition

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

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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

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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.

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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.

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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.