
11 - 50 employees
Founded 2019
💼 Consulting
⚖️ Legal
📦 Logistics
Consulting • Legal • Logistics
Termgrid is an end-to-end software platform built for private capital markets that streamlines debt financing, deal execution, and portfolio management for private equity firms, lenders, advisors, and law firms. The platform provides a single source of truth for transaction data, searchable precedent terms, lender relationship insights, automated reporting and workflow tools to reduce manual work and transaction costs while improving oversight and collaboration.
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11 - 50 employees
Founded 2019
💼 Consulting
⚖️ Legal
📦 Logistics
Consulting • Legal • Logistics
Termgrid is an end-to-end software platform built for private capital markets that streamlines debt financing, deal execution, and portfolio management for private equity firms, lenders, advisors, and law firms. The platform provides a single source of truth for transaction data, searchable precedent terms, lender relationship insights, automated reporting and workflow tools to reduce manual work and transaction costs while improving oversight and collaboration.
• Own CRM architecture in HubSpot, pipeline hygiene, and deal workflows as the single source of truth • Build forecasting and pipeline reporting that leadership uses to make decisions • Find and fix leaks across the funnel, from first touch to closed deal • Design and ship enrichment, scoring, and outreach workflows using Clay, n8n, Make, or similar tools • Connect the GTM stack so data moves cleanly between CRM, enrichment, and engagement tools • Replace manual research and data work with scalable, automated systems • Segment PE firms by fund size, strategy, sector, and geography to prioritize accounts • Map buying committees across deal teams, finance, and portfolio operations • Build signal-based prospecting from fundraises, new deals and debt maturities • Turn research into persona, channel, and messaging plays for Sales
• 4 to 8 years in Revenue Operations, Sales Operations or GTM Operations in B2B SaaS • A track record of building GTM automations that are live and in use, not just planned • Strong CRM expertise in HubSpot or Salesforce • Experience applying AI tools or LLMs to real GTM workflows • Sharp analytical thinking, with the ability to turn data into a clear recommendation • SQL, Python or API skills • Experience selling into or researching private equity, private credit or financial services • Familiarity with Apollo, ZoomInfo or LinkedIn Sales Navigator
Apply Now🕒 October 9
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🇮🇳 India – Remote
💰 Secondary Market on 2020-11
⏰ Full Time
🟢 Junior
🟡 Mid-level
💹 Revenue Operations
🚫👨🎓 No degree required
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