Partnership Manager - Private Equity

Job description

**This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Partnership Manager – Private Equity based in the United States.** This is an exciting opportunity to drive strategic growth by building high-impact partnerships with private equity firms across North America. You will identify, negotiate, and develop alliances that help portfolio companies improve financial operations through innovative, AI-powered technology. The role combines business development, relationship management, and commercial strategy, with ownership of the entire partnership lifecycle. Working closely with Sales, Marketing, Customer Success, Product, and Solutions Consulting, you will turn strategic agreements into measurable revenue and portfolio-wide adoption. You will build trusted relationships with senior investment professionals and position technology solutions as drivers of operational efficiency and business value. In a fast-growing, collaborative environment, you will have the autonomy to develop scalable partnership programs, launch co-marketing initiatives, and influence go-to-market strategy. This fully remote position offers the opportunity to make a meaningful commercial impact while helping shape the future of finance technology. ### Accountabilities - **Strategic Partnership Development:** Identify, engage, and build relationships with private equity firms across North America, positioning the platform as a valuable solution for their portfolio companies and supporting their operational improvement objectives. - **Partnership Acquisition and Negotiation:** Source, structure, negotiate, and close strategic partnerships with leading private equity firms, establishing mutually beneficial agreements that generate sustainable commercial value. - **End-to-End Partnership Management:** Own the complete partnership lifecycle, from initial prospecting and onboarding to partner enablement, portfolio activation, performance monitoring, and long-term expansion. - **Portfolio Company Activation:** Develop and execute strategies to convert signed partnerships into active portfolio company relationships, accelerating product adoption and generating measurable revenue. - **Executive Relationship Management:** Establish credibility and maintain strong relationships with senior investment professionals, executives, and key decision-makers across private equity firms and their portfolio companies. - **Cross-Functional Collaboration:** Partner with Sales, Customer Success, Solutions Consulting, Product, and Marketing teams to align partnership initiatives with broader business objectives and ensure a consistent partner experience. - **Partner Enablement:** Develop product expertise and equip private equity partners with the knowledge, resources, and messaging needed to recommend the platform confidently across their portfolios. - **Co-Marketing and Demand Generation:** Collaborate with Marketing to design and execute joint campaigns, portfolio-focused events, webinars, and thought leadership initiatives that strengthen partner engagement and generate qualified opportunities. - **Go-to-Market Strategy:** Create scalable partnership playbooks, enablement materials, and repeatable programs that accelerate partner onboarding, portfolio engagement, and revenue generation across new relationships. - **Sales Team Coordination:** Work closely with account executives, solutions consultants, and customer success teams to coordinate partner opportunities, support portfolio company engagement, and maximize conversion. - **Performance Measurement and Reporting:** Track partnership pipeline, partner-sourced revenue, portfolio adoption, and overall business impact. Use performance data to identify growth opportunities, improve execution, and maintain accountability. - **Continuous Improvement:** Refine partnership strategies and commercial processes based on market feedback, partner needs, and business performance to support scalable growth in a fast-paced environment. ## Requirements - **Professional Experience:** At least 3 years of experience in strategic partnerships, alliances, or business development, ideally within a high-growth technology company or a financial services ecosystem. - **Private Equity Expertise:** Strong understanding of how private equity firms operate, evaluate opportunities, and create value across portfolio companies. Experience managing relationships with private equity partners is highly desirable. - **Partnership Development:** Demonstrated success building strategic relationships from the ground up, sourcing new opportunities, negotiating agreements, and expanding partnerships into sustainable commercial channels. - **Revenue Generation:** A proven track record of developing and scaling partnerships that contribute measurable revenue, pipeline growth, and business expansion. - **Private Equity Network:** An established network within the private equity, investment, or financial services community, with the ability to build credibility and engage senior stakeholders. - **Commercial and Negotiation Skills:** Strong commercial judgment and the ability to navigate complex, multi-stakeholder negotiations, align competing interests, and structure mutually beneficial partnerships. - **Partner Enablement and Activation:** Experience creating partner engagement strategies, enabling external stakeholders, driving portfolio company adoption, and translating signed agreements into tangible business outcomes. - **Co-Marketing Experience:** Demonstrated ability to plan and execute joint marketing initiatives that strengthen relationships, increase engagement, and generate qualified business opportunities. - **Go-to-Market Strategy:** Ability to develop scalable partner programs, repeatable processes, and effective commercial strategies that support growth across multiple accounts and organizations. - **Communication and Executive Presence:** Excellent written and verbal communication skills, with the confidence to build trust, present value propositions, and influence senior executives and investment professionals. - **Analytical and Organizational Skills:** Strong planning, prioritization, and analytical capabilities, including the ability to manage a partnership pipeline, measure performance, and balance multiple initiatives. - **Adaptability and Ownership:** Comfortable working independently in a fast-growing, dynamic environment where priorities may evolve. Demonstrates initiative, accountability, and a proactive approach to problem-solving. - **Education:** Bachelor's degree required. - **Preferred Industry Knowledge:** Familiarity with financial planning and analysis (FP&A), finance technology, or financial management software is an advantage. - **Work Authorization:** Must be authorized to work in the United States without current or future employer sponsorship. Relocation assistance is not available. ## Benefits - **Competitive Base Salary:** Target annual base compensation of **$90,000–$100,000**, depending on experience, skills, and location. - **Performance-Based Earnings:** Attractive on-target earnings (OTE), providing additional earning potential based on performance. - **Equity Participation:** Meaningful equity opportunities that allow employees to share in the company's long-term growth. - **Retirement Benefits:** 401(k) plan with up to a 4% employer match. - **Comprehensive Healthcare:** 100% employer-paid medical, dental, and vision coverage for employees. - **Dependent Healthcare Coverage:** 100% employer-paid medical coverage and 80% employer-paid dental and vision coverage for eligible dependents. - **Health and Flexible Spending Accounts:** Access to Health Savings Account (HSA) and Flexible Spending Account (FSA) options. - **Vision Benefits:** Up to $540 annually toward glasses, sunglasses, or contact lenses through XP Health for employees enrolled in a Guardian Vision plan. - **Flexible Paid Time Off:** Generous paid time off and flexible sick leave, with a recommended 18–25 vacation days annually. - **Company Holidays:** 12 paid company holidays each year. - **Family Benefits:** Paternity leave to support employees and their families. - **Life Insurance:** Life insurance coverage as part of the employee benefits package. - **Wellness Support:** Calm app membership to support mindfulness and personal well-being. - **Professional Development Support:** Reimbursement for CPA or CFA license renewals. - **Remote Work Flexibility:** Fully remote work from anywhere in the United States, with the flexibility to organize your schedule around your local time zone. - **Collaborative Work Environment:** Join a global, team-oriented organization that values innovation, ownership, professional growth, and customer success.