Abhinav Anand

DealCloud Management and CRM Administration:

• Updated and maintained deal information in DealCloud using data from teasers and CIMs.
• Managed meeting notes and interaction logs to ensure accurate deal tracking.
• Created and updated company and contact profiles in DealCloud.
• Designed and formatted DealCloud reports utilizing the Word Add-in for efficient documentation.
• Executed bulk edits and uploads to optimize data management processes.
• Supported deal-sourcing efforts to identify and evaluate potential opportunities.
• Provided business development and financial support to global investment banks and private equity firms.
• Delivered excellent client service, fostering strong relationships, and driving future business opportunities.
• Managed multiple client accounts, ensuring high-quality work, and timely project delivery.
• Maintained control over project budgets and timelines to ensure team efficiency and on-time completion.

Target Screening and List Building:

• Generated targeted lists using PitchBook and CapIQ screening tools.
• Analyzed transaction comparables to derive meaningful market insights.
• Researched and compiled business descriptions, M&A contacts, and other key details for potential targets.
• Assisted in the prioritization and refinement of target lists for company funneling.

• Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities
• Improved account management by predicting potential competitive threats and outlining proactive solutions
• Supported sales and reporting for large and medium-sized accounts
• Analyzed sales and customer data to identify trends and opportunities for increased profitability
• Built and maintained strong client relationships to drive business growth
• Developed and delivered presentations to key customers to position products and services
• Created sales forecasts to target daily, monthly and yearly objectives
• Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing
• Set and achieved company defined sales goals
• Contributed to event marketing, sales and brand promotion
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads

• Patched software and installed new versions to eliminate security problems and protect data
• Boosted network, system and data availability and integrity through preventive maintenance and upgrades
• Performed quality assurance and quality control assessments of support ticket fulfillment
• Developed and implemented bug fixes and patch sets for existing web applications
• Analyzed issues to identify troubleshooting methods needed for quick remediation
• Monitored systems in operation and quickly troubleshot errors