Data Specialist I

Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com. 

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration.

Our employees work in our offices Monday through Thursday each week, with the option to work remotely or from the office on Fridays.

Duties & Responsibilities:

Lincoln has a customized Salesforce Cloud customer relationship management database (“CRM”) which is used to track new business activity, customer contacts and M&A and Capital Advisory transactions.

The Salesforce Data Specialist position at Lincoln provides an excellent opportunity to work in a demanding, yet supportive, team-oriented environment. The Salesforce Data Specialist should have relevant professional experience, be entrepreneurial, poised and able to deal with many different people both inside as well as outside the firm. Strong communication skills are critical to success in this role. Lincoln fosters a cohesive and supportive work environment and encourages teamwork.

Based in Mumbai, India, the Salesforce Data Specialist will serve as a key member of Lincoln’s Business Enablement team, helping to maintain the integrity of the information in this database, extracting and transforming data into and out of the system and becoming an expert on the program. The Salesforce Data Specialist will gain a general understanding of Lincoln’s advisory business, including the various types of deals as well as an understanding of Lincoln’s client base.

The primary duties are as follows:

• Become knowledgeable of Lincoln’s business and understand how M&A and Capital Advisory deal processes Become proficient in Salesforce and perform the following functions:
• Play a key role in actively managing the database to improve data integrity
• Develop your skills with tools such as Salesforce, ZoomInfo, and RingLead and apply these technologies to improve business processes
• Build, manage, and circulate regular/ad hoc reports to colleagues, particularly senior management
• Import contacts into Salesforce related to new hires and other additions
• Ensure that duplicate records within Salesforce are merged, via automations or otherwise
• Assist deal teams with populating buyers into a deal tracker
• Serve as a key person to assist with answering “how to” questions
• Support the delivery of vital projects alongside the rest of the Business Enablement team

Qualifications:

Interested candidates should meet the following requirements:

Professional and Cultural Characteristics:

• Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
• Assertive, articulate, and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment
• Strong collaborator who enjoys working in an entrepreneurial environment
• Driven and ambitious professional who gains satisfaction from achieving personal and team goals
• Ability to interface effectively with all levels of management and banking staff as it relates to reporting and analytics

Other Qualifications:

• Bachelor’s degree in business, math, statistics or related
• Passion for data, technical problem solving, and business analytics
• Excellent written and verbal communication skills
• Analytical mindset with strong problem-solving abilities
• Proficiency in Microsoft Windows, Outlook, Word and PowerPoint
• Strong Excel/Google Sheets skills (pivot tables, lookups, etc.)
• Analytical mindset with strong problem-solving abilities
• Excellent attention to detail and organizational skills
• Proficiency with Salesforce data management tools a plus (Data Loader, reports, dashboards)

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Financial Conduct Authority. No entity affiliated with Lincoln International, LP provides banking or securities brokerage services, nor is any such affiliate subject to FINMA supervision in Switzerland or similar regulatory authorities regarding such activities in other jurisdictions. Retail clients are NOT the intended recipients of our communications or services and should not act upon this communication.

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