Posted today
At Near
At Near, we connect top talent in Latin America with exciting remote opportunities at U.S.-based companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.
About the Company:
Our client is an innovative U.S. company in the HVAC retail, services, and corporate development space, helping businesses and properties across North America ensure better air and operational efficiency. They work as a global team to create meaningful impact. With innovation, collaboration, and technology at their core, they are transforming how small business acquisitions, market intelligence, and growth strategies are executed while building brighter futures for their partners and communities.
About the Role:
We’re looking for a Research Analyst & Sales Assistant who combines technical mastery with grit and confidence. You’ll serve as the core engine for market research, database enrichment, and deal support, collaborating directly with the Head of Corporate Development and internal U.S. associates to build a rich, accurate database of privately held small businesses. This role requires someone who is deeply curious about business, proactive, and eager to leverage AI to drive research efficiency in the mergers and acquisitions space.
You Will:
Lead market research and thesis development across target verticals using trade reports, government sites, and online databases.
Identify, target, and enrich database profiles for privately held small businesses, uncovering details like ownership, business history, and contact information.
Build and maintain targeted acquisition lists in HubSpot CRM and prospecting tools, ensuring high data quality and zero duplication.
Support deal flow and due diligence by organizing data rooms, managing broker-marketed deal pipelines, and tracking NDA execution.
Draft and manage structured email outreach and letter campaigns, seamlessly handing off qualified leads to internal associates for sales calls.
Leverage and test AI tools and AI agents to continuously streamline research processes and boost database collection efficiency.
About You:
Your Background:
2–4+ years of professional experience in market research, business intelligence, paralegal research, lead generation, or financial/M&A analysis.
Deep knowledge of web research methods, cross-referencing public records, and verifying company information without relying on pre-packaged databases.
Practical experience working with CRM systems (such as HubSpot) to organize, clean, and manage business data.
Strong understanding of business fundamentals, sales processes, or how mergers and acquisitions operate.
Excellent written and verbal English communication skills—comfortable in a distributed, English-speaking environment.
Driven, highly curious, and self-motivated—you possess an inner grit to dig deep and solve ambiguous information puzzles.
Structured and detail-oriented, with high discipline when working through high-volume company analyses.
Nice to Have:
Familiarity with research and prospecting tools like Grata, ZoomInfo, Smartlead AI, or Google Maps.
Experience or background as a Paralegal, Financial Analyst (with M&A exposure), or Business Intelligence specialist.
Exposure to or background in HVAC, industrial distribution, MRO, or commercial services sectors.
Prior experience working closely with or alongside Business Development Representatives (BDRs) or sales outreach teams.
Compensation & Benefits:
Compensation in USD
Benefits: PTO + Holidays