Private Equity Partnerships Associate

Brex•New York, NY

1d•$103,960 - $129,950•Hybrid

About The Position

Brex is seeking a Private Equity Partnerships Associate to join their dynamic team. This role is crucial for driving new revenue by originating, launching, and scaling partnerships across various distribution channels and strategic initiatives. The Partnerships team plays a vital role in Brex's growth trajectory, expanding its reach across key ecosystems. The Private Equity Channel team specifically focuses on building relationships with Private Equity (PE) firms to drive customer growth, generate pipeline, and enhance engagement with existing customers. This channel has proven successful in converting Tier 1 PE firms into active referral sources for their portfolio companies through consistent in-market presence and value-added interactions.

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.