Partner Manager, Private Equity
Core
Building and managing partnerships with Tier 1 private equity firms and their portfolio companies to drive new customer growth and referral pipelines for a fintech platform.
Role type
Individual contributor business development manager (private equity channel)
Builds
Referral pipeline and new customer acquisition for a corporate finance platform
Domain
Fintech / Private Equity
Deliverable
client delivery
Required skills
Private equity ecosystem credibility, outbound relationship development, high-volume personalized outreach, pipeline generation, CRM management, event coordination, data analysis
Preferred skills
Experience with West Coast PE ecosystem, track record in quota-carrying roles
Technologies
CRM tools, data research tools
Responsibilities
Own and grow a focused book of West Coast PE relationships; conduct introductory and qualification calls; proactively generate new pipeline through outbound prospecting; build and maintain a prioritized target list; collaborate with account executives on deal progression; produce marketing materials and run analysis on target firms; coordinate event logistics; communicate partner insights internally; maintain clean CRM records; support internal reporting and quarterly business reviews; analyze leading indicators like meeting sources and referral conversion rates.