Teams at Legalist

Build and maintain Clay-based GTM automation workflows for prospecting, data enrichment, lead scoring, segmentation, outbound sequencing, CRM synchronization, reporting, and pipeline generation. Integrate tools such as Salesforce, HubSpot, enrichment providers, and sequencing platforms. Automate manual processes with APIs, webhooks, Python, and JavaScript while monitoring data quality, deliverability, workflow performance, and conversion rates.

Own Legalist’s marketing function end to end, including integrated strategy, brand management, content, public relations, digital communications, business development materials, website updates, and performance analytics. Partner with leadership, designers, subject matter experts, and external vendors to strengthen market presence, translate complex financial and legal topics into compelling content, support business development, and measure marketing effectiveness.

Lead origination of private credit loans for lower middle-market companies. Source opportunities via borrower outreach and intermediaries, structure financing, prepare and negotiate term sheets, maintain a high-volume pipeline and forecasting, and collaborate with underwriting and portfolio teams to close transactions and build long-term referral relationships.