Private Equity Partnerships Associate

Brex•San Francisco, CA

11h•Hybrid

About The Position

Brex is seeking a Private Equity Partnerships Associate to join their Partnerships team. This role will focus on driving new revenue by originating, launching, and scaling partnerships across emerging distribution channels and embedded models. The Partnerships team is crucial for Brex's growth trajectory, with each member contributing to top-line growth by expanding Brex's reach across key ecosystems. The Private Equity Channel team specifically focuses on building partnerships with PE firms to drive new customer growth, generate pipeline, and increase engagement and monetization of existing customers. Brex's PE channel has proven successful in turning Tier 1 private equity firms into active referral sources for their portfolio companies through consistent in-market presence and value-added touchpoints.

Requirements

1+ year of experience in an SDR/BDR, Customer Success, PE sourcing or associate, or other client-facing business development role.
Experience building outbound prospecting campaigns, researching target contacts, writing email sequences, and setting meetings; quota-carrying experience is a plus.
Strong commercial judgment and presence, with the ability to communicate credibly with senior finance and operating executives.
Proficiency in Excel and comfort pulling, interpreting, and organizing data from tools such as Hex or similar analytics platforms.
Ability to translate data into clear case studies, insights, and presentations using Google Slides or PowerPoint.
Excellent written and verbal communication skills, including concise and compelling outreach.
Strong prioritization, organization, and follow-through in a fast-paced environment.
Bachelor’s degree or equivalent practical experience; a finance, economics, business, or related background is a plus.

Responsibilities

Build and execute weekly outbound campaigns to private equity firms, including target account identification, contact research, email copy, and multi-touch sequences.
Generate top-of-funnel meetings and qualified pipeline through thoughtful outreach, first-touch ownership, and meaningful follow-up.
Support PE partner meetings by pulling data from Hex, analyzing portfolio company activity in Excel, and creating case studies and materials in Google Slides.
Partner with Account Executives on live PE-backed opportunities by gathering deal context and crafting relevant updates or messaging for PE firms.
Collaborate with Customer Success to identify and pursue value-creation opportunities across PE portfolio companies, including expansion and upsell opportunities.
Track campaign and partner performance, surface market insights, and propose new segments or outreach strategies while managing priorities and delivering follow-ups.