Partner Manager, Private Equity

Brex•San Francisco, CA

22h•$180,800 - $226,000•Hybrid

About The Position

Brex is seeking a Partner Manager, Private Equity to support West Coast coverage for its Private Equity partnerships strategy. This role, based in San Francisco, will focus on building and managing relationships with Private Equity (PE) firms across San Francisco and Los Angeles. The position is an individual contributor role for an ambitious relationship builder aiming to grow within the PE ecosystem. The Partner Manager will engage with PE partners and portfolio-company executives, generate pipeline through personalized outreach, and build a dedicated book of business on the West Coast. Brex is an intelligent finance platform that combines global corporate cards and banking with spend management, bill pay, and travel software to help companies spend smarter and move faster. The Partnerships team at Brex drives net new revenue by originating, launching, and scaling partnerships across various channels. The Private Equity Channel team specifically focuses on building partnerships with PE firms to drive new customer growth, generate pipeline, and increase engagement with existing customers. The PE channel has proven successful on the East Coast, and this role is crucial for expanding that model to the West Coast.

Requirements

3-6 years of experience in PE business development, sourcing, partnerships, or a related quota-carrying, relationship-driven role with exposure to the private equity ecosystem
Established credibility in the private equity ecosystem; able to hold a room with partners and portfolio company executives from day one.
Track record of success in outbound relationship development. Comfortable with high-volume, highly personalized outreach and motivated by pipeline-generation goals.
Strong organizational skills and attention to detail; able to manage multiple active firm relationships and workstreams simultaneously.
Excellent written and verbal communication skills; able to present clearly to internal stakeholders and senior external counterparts.
Based in San Francisco; comfortable being in-market multiple evenings per week for dinners, events, and networking.
Self-starter mindset with the ability to operate autonomously in a fast-paced, evolving environment while staying tightly aligned with a remote team lead.
High degree of professionalism and relationship instincts; able to build trust quickly with PE partners and cross-functional Brex teams.

Responsibilities

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 trust through value-added touchpoints.
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 reporting, executive updates, and quarterly business reviews on West Coast channel performance.
Analyze leading indicators such as meetings sourced, firms advanced to active-referring status, and referral conversion rates.