Partner Manager, Private Equity

The shape of it

In the posting’s own words

The West Coast is the next unlock. San Francisco and Los Angeles hold a dense concentration of Tier 1 sponsors and their portfolio companies. We're hiring a Partner Manager to own that book end-to-end to represent Brex across the West Coast PE ecosystem.

What it asks for · 8

• 3-6 years of experience in PE business development, sourcing, partnerships, or a related quota-carrying, relationship-driven role with exposure to the private equity ecosystem
• Established credibility in the private equity ecosystem; able to hold a room with partners and portfolio company executives from day one.
• Track record of success in outbound relationship development. Comfortable with high-volume, highly personalized outreach and motivated by pipeline-generation goals.
• Strong organizational skills and attention to detail; able to manage multiple active firm relationships and workstreams simultaneously.
• Excellent written and verbal communication skills; able to present clearly to internal stakeholders and senior external counterparts.
• Based in San Francisco; comfortable being in-market multiple evenings per week for dinners, events, and networking.
• Self-starter mindset with the ability to operate autonomously in a fast-paced, evolving environment while staying tightly aligned with a remote team lead.
• High degree of professionalism and relationship instincts; able to build trust quickly with PE partners and cross-functional Brex teams.

What the job covers

• Own and grow a focused book of West Coast PE relationships across SF and LA. Be consistently in-market (dinners, coffees, industry events, and executive engagements) to build the trust that comes from value-added touch points.
• Conduct introductory and qualification calls with PE firms, their portfolio companies, and active referrals to advance relationships and drive referral pipeline.
• Proactively generate new pipeline through outbound prospecting into West Coast PE firms and portfolio companies.
• Build and maintain a prioritized target list of West Coast firms and PE-backed companies using research, data tools, and internal inputs while tracking pipeline metrics and referral conversion through CRM.
• Collaborate with account executives to ensure timely follow-up on PE-sourced opportunities and support deal progression through close.
• Help produce marketing and engagement materials, run analysis on target firms and portfolios, support case study development for larger channel leverage, and oversee meeting agendas, partner summaries and talk tracks.
• Coordinate with Partner Marketing on event logistics, field events, and conferences targeting the West Coast PE ecosystem.
• Communicate partner insights, needs, and feedback internally to influence channel strategy and prioritization.
• Maintain clean and enriched CRM records across your book, including firm profiles, portfolio company contacts, and Brex relationship status.
• Support internal reporting, executive updates, and quarterly business reviews on West Coast channel performance.
• Analyze leading indicators such as meetings sourced, firms advanced to active-referring status, and referral conversion rates.

Degree language

• High degree of professionalism and relationship instincts; able to build trust quickly with PE partners and cross-functional Brex teams.

Tools and skills named

Words the posting leans on

• firms11×
• west coast9×
• partner8×
• relationship8×
• partnerships7×
• portfolio7×
• channel6×
• ecosystem6×
• events5×
• executives5×
• pipeline5×
• private equity5×
• referral5×
• san francisco5×
• book4×
• build4×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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