PE Alliances Associate

Zone & Co

4h • Remote

About The Position

The PE Alliances Associate is a high-impact, strategic development role focused on navigating the complex hierarchies of Private Equity (PE) and Venture Capital (VC) firms to drive growth for Zone & Co. Unlike a traditional BDR role, this position requires a consultative approach to identify, qualify, and nurture investment partnerships and portfolio-wide enhancement opportunities.
You will be the engine behind our PE Practice, responsible for mapping thousands of Portfolio Companies (PortCos) to Zone’s solutions, bridging the gap between our Salesforce ecosystem and PE partners, and providing the "PortCo Intelligence" that allows our leadership to walk into meetings with data-backed white-space analyses.

Requirements

• Experience: 1–3 years in Business Development, Alliances, or Finance. Experience selling to the "Office of the CFO" or working within the NetSuite/Salesforce ecosystem is a major plus.
• Technical Savvy: Proficiency in Salesforce (CRM) and Pitchbook is required. Familiarity with Workato or CPQ tools is highly preferred.
• Analytical Mindset: Ability to take raw portfolio data and transform it into a "White Space" story that demonstrates clear ROI to an investor.
• Gravitas: Exceptional verbal and written communication skills with the professional "teeth" required to call into PE firms and speak the language of IRR, EBITDA, and digital transformation.

Responsibilities

• Conduct market research on PE/VC firms, industry sectors, and target companies to identify potential partner lead and opportunities
• Analyze and monitor competitive activity with the PE partner landscape and SaaS/ fintech industries
• Conduct personalized outreach via e-mail, phone calls, and networking events to initiate relationships with private equity firms and their portfolio companies
• Maintain ongoing communication to uncover partnership opportunities
• Track and manage outreach activities and lead progression of potential PE partners
• Track, manage, and communicate portfolio company traction of both existing PE and prospective partners
• Collaborate with the Director and Sr. Manager to ensure seamless handoffs of qualified PE partner leads for further engagement
• Work closely with the direct sales and account management team to ensure that pre-negotiated rates and terms are appropriately applied to all sales opportunities involving portfolio companies of PE partners
• Provide the sales and account management teams with data to generate new leads from existing VC/PE partnerships, fostering the creation of new opportunities.
• Support the creation, development, and maintenance of training programs and materials to enhance internal teams' effectiveness in leveraging partnerships
• Collaborate with sales and marketing to share insights to refine messaging and outreach strategies to portfolio companies
• Assist with the preparation for industry events, webinars, and meetings that target PE firm stakeholders
• Support the organization of tools and data to effectively communicate the benefits of Zone apps
• Other duties as prescribed - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

Benefits

• At Zone, our benefits are designed to enrich your life beyond the workplace. Recognizing that work is just a fraction of your overall life experience, we are dedicated to providing robust support. As a fully remote company, we prioritize flexibility and balance. Explore our comprehensive list of benefits at Zoneandco.com.
• Zone and Co is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.
• We strongly encourage candidates of all different backgrounds and identities to apply. This is an opportunity for us to bring in a different perspective and we’re eager to further diversify our company. Zone & Co is committed to building an equitable, inclusive, and supportive place for you to do some of the greatest work of your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed