Partner Manager, Private Equity

Brex•San Francisco, CA

2d•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 Partner Manager will be responsible for engaging PE partners and portfolio-company executives, generating pipeline through personalized outreach, and developing a book of business within the West Coast PE ecosystem. This is an individual contributor role for someone ambitious and skilled in relationship building within the PE sector. The Partnerships team at Brex is focused on driving net new revenue by originating, launching, and scaling partnerships across various channels. The Private Equity Channel team specifically works with PE firms to drive new customer growth, generate pipeline, and increase engagement with existing customers. Brex has seen success with its PE channel, turning Tier 1 PE firms into active referral sources, and is now looking to expand this 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.
Track 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.