Partner Manager, Private Equity
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Responsibilities
- We are hiring a Partner Manager, Private Equity to support West Coast coverage for Brex's PE partnerships strategy. Based in San Francisco, you will serve as the in-market relationship builder for PE firms across San Francisco and Los Angeles.
- Where You'll Work
- 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 repo
Benefits
Additional Information
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We're committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Partnerships at Brex The primary focus of the Partnerships team at Brex is to drive net new realized revenue. We originate, launch, and scale partnerships across emerging distribution channels, embedded models, and other strategic bets that accelerate Brex's growth trajectory. As Brex nears $1B in revenue, we are building a best-in-class Partnerships organization grounded in clear priorities and disciplined execution. Every member of our team directly contributes to top-line growth by expanding Brex's reach across key ecosystems, from technology platforms to financial sponsors and investment firms who influence large customer networks. Within Business Development, the Private Equity Channel team is responsible for building partnerships with PE firms to drive new customer growth, generate pipeline, and increase engagement and monetization of existing customers. Over the past 12 months, Brex's PE channel hit an inflection point, turning Tier 1 private equity firms into active referral sources for their portfolio companies due to demonstrable ROI. That model was proven on the East Coast through consistent in-market presence: dinners, conferences, events, and the trust that compounds across repeated value-added touchpoints. 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.
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