Brex•last month
Private Equity Partnerships Associate
Recruiter Fit Breakdown & Candid Summary
1
Ideal candidates have 1+ year of experience in SDR/BDR, Customer Success, or client-facing business development roles.
2
This role requires strong communication and data analysis skills to support business development and value creation.
3
Those with experience in private equity or financial services will have an advantage.
4
This is a mid-level position suitable for individuals looking to grow their career in partnerships and business development.
5
Candidates without relevant experience in client-facing roles should not apply.
Role Responsibilities
- 1Build and execute weekly outbound campaigns to private equity firms, including target account identification, contact research, email copy, and multi-touch
- 2Generate top-of-funnel meetings and qualified pipeline through thoughtful outreach, first-touch ownership, and meaningful follow-up.
- 3Support PE partner meetings by pulling data from Hex, analyzing portfolio company activity in Excel, and creating case studies and materials in Google Slid
- 4Partner with Account Executives on live PE-backed opportunities by gathering deal context and crafting relevant updates or messaging for PE firms.
- 5Collaborate with Customer Success to identify and pursue value-creation opportunities across PE portfolio companies, including expansion and upsell opportu
- 6Track campaign and partner performance, surface market insights, and propose new segments or outreach strategies while managing priorities and delivering f
Skills Matrix
Must-Have Skills
1+ year of experience(1+ year experience)
SDR/BDR(SDR)
Customer Success(CS)
Client-facing business development(client-facing BD)
Communication skills(communication)
Data analysis skills(data analysis)
Nice-to-Have Skills
Private equity experience(PE experience)
Financial services experience(financial services)
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