Private Equity Partnerships Associate

The shape of it

In the posting’s own words

In this role, you will support Brex’s Private Equity channel across two core workstreams: business development and value creation. You will build targeted outbound campaigns that generate top-of-funnel meetings and qualified pipeline, while helping prepare for and follow up on partner conversations through data analysis, case studies, and portfolio company insights. Working closely with the Private Equity lead, Account Executives, Customer Success Managers, and data partners, you will build the skills to manage your own book of PE partners over time. You may attend select industry events for exposure, but event planning and ownership are not core responsibilities.

What it asks for · 8

• 1+ year of experience in an SDR/BDR, Customer Success, PE sourcing or associate, or other client-facing business development role
• Experience building outbound prospecting campaigns, researching target contacts, writing email sequences, and setting meetings; quota-carrying experience is a plus
• Strong commercial judgment and presence, with the ability to communicate credibly with senior finance and operating executives
• Proficiency in Excel and comfort pulling, interpreting, and organizing data from tools such as Hex or similar analytics platforms
• Ability to translate data into clear case studies, insights, and presentations using Google Slides or PowerPoint
• Excellent written and verbal communication skills, including concise and compelling outreach
• Strong prioritization, organization, and follow-through in a fast-paced environment
• Bachelor’s degree or equivalent practical experience; a finance, economics, business, or related background is a plus

What the job covers

• Build and execute weekly outbound campaigns to private equity firms, including target account identification, contact research, email copy, and multi-touch sequences
• Generate top-of-funnel meetings and qualified pipeline through thoughtful outreach, first-touch ownership, and meaningful follow-up
• Support PE partner meetings by pulling data from Hex, analyzing portfolio company activity in Excel, and creating case studies and materials in Google Slides
• Partner with Account Executives on live PE-backed opportunities by gathering deal context and crafting relevant updates or messaging for PE firms
• Collaborate with Customer Success to identify and pursue value-creation opportunities across PE portfolio companies, including expansion and upsell opportunities
• Track campaign and partner performance, surface market insights, and propose new segments or outreach strategies while managing priorities and delivering follow-ups

Degree language

• Bachelor’s degree or equivalent practical experience; a finance, economics, business, or related background is a plus

Tools and skills named

Words the posting leans on

• customer6×
• partner6×
• data5×
• firms5×
• partnerships5×
• private equity5×
• campaigns4×
• channel4×
• experience4×
• meetings4×
• portfolio4×
• build3×
• building3×
• business development3×
• case studies3×
• customer success3×

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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