Job Description
Equity Analyst (Consulting Advisory Role)
Company: Plumlogix
Engagement Type: Consulting / Advisory
Location: Remote
Compensation: Revenue Sharing Model (Performance-Based)
About Plumlogix
Plumlogix is a fast-growing consulting firm in the Salesforce ecosystem, helping enterprises accelerate digital transformation through innovative technology solutions. We are expanding our strategic growth initiatives and seeking an experienced Equity Analyst in an advisory capacity to help build a high-quality pipeline of potential clients and strategic opportunities.
Role Overview
We are looking for a well-networked Equity Analyst or Investment Professional who can leverage capital markets insights, investor relationships, and industry intelligence to identify and introduce qualified prospects that could convert into long-term customers.
This is a strategic advisory role focused on opportunity generation, market intelligence, and relationship-driven business development. The position operates on a revenue-sharing model tied to successfully converted engagements.
- Key Responsibilities
- Identify and introduce high-potential companies that may require digital transformation or Salesforce-related services.
- Leverage relationships with portfolio companies, founders, PE/VC firms, and corporate leaders to generate qualified leads.
- Provide industry and market insights that align with Plumlogix’s growth strategy.
- Advise leadership on sectors showing strong technology investment momentum.
- Facilitate warm introductions and support early-stage positioning discussions.
- Collaborate with the executive team to refine go-to-market strategy.
- Ideal Candidate
- Background in Equity Research, Investment Banking, Private Equity, Venture Capital, or Corporate Finance.
- Strong network across mid-market and enterprise companies.
- Deep understanding of financial performance indicators and growth-stage businesses.
- Ability to identify companies undergoing transformation, M&A, scaling, or system modernization.
- Strategic thinker with strong commercial acumen.
- Self-driven and entrepreneurial mindset.
- What We Offer
- Fully remote and flexible engagement.
- Attractive revenue-sharing model aligned with deal success.
- Opportunity to work closely with executive leadership.
- Long-term strategic advisory association with a high-growth consulting firm.
- Scalable earning potential based on deal flow and conversions.
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