Partner Development Representative Private Equity
You will generate, engage, and qualify private equity partnership opportunities through direct outreach and consultative conversations. You will research firms, understand their structures and investment theses, educate decision-makers about the partnership program, collaborate across functions, develop partner relationships, and maintain accurate Salesforce data.
Responsibilities
- Generate new partner opportunities with private equity firms
- Engage and qualify partner prospects through emails, calls, events, and social channels
- Research private equity firms, fund structures, investment theses, deal histories, and stakeholders
- Educate financial institution decision-makers about the partnership program
- Collaborate with Channel Partner Managers, Marketing, and Operations
- Develop new partner relationship strategies
- Maintain accurate client relationship data in Salesforce
Requirements
- Strong written and verbal communication skills
- Excellent listening skills
- Experience in partnerships, channel sales, or sales development
- Comfort with sales and prospecting in virtual and in-person settings
- Dedication to tracking and improving performance and efficiency
- Interest in understanding business challenges across different verticals
- Entrepreneurial self-starter with a high sense of urgency
- Experience partnering with or selling to financial institutions
- Background in financial services, investment banking, private equity, or venture capital
- Prior CRM experience, preferably Salesforce
- Ability to understand financial services
Benefits
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
- Medical insurance
- Dental insurance
- Vision insurance
- One Medical annual membership
- 401(k) with employer match
- Fertility HRA
- Parental leave at 100% pay
- Pet insurance
- In-office lunch, snacks, and drinks
- Relocation support to NYC or San Francisco