Partner Manager, Private Equity
Core
Drive net new realized revenue by building partnerships with Tier 1 private equity firms and their portfolio companies across the West Coast to generate referral pipelines and increase customer monetization.
Role type
Individual contributor business development manager (private equity channel)
Builds
Referral pipeline and customer growth for Brex's corporate finance platform
Domain
Fintech / Private Equity / Corporate Finance
Deliverable
client delivery
Required skills
Private equity ecosystem relationships, outbound prospecting, executive engagement, pipeline generation, CRM management, deal progression support, market research, event coordination, data analysis
Preferred skills
None stated
Technologies
CRM, data tools, 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 prioritized target lists; collaborate with account executives on deal progression; produce marketing materials and analyze target firms; coordinate event logistics; communicate partner insights internally; maintain enriched CRM records; support internal reporting and quarterly business reviews; analyze leading indicators like meeting sources and referral conversion rates.
Seniority
Mid-level, hands-on IC