Private Equity Relationship Manager

Quick Facts

• Job Category: Sales

Description

Support senior leaders in maintaining and deepening strategic Private Equity partnerships. Provide a single view of Salesforce to assigned PE firms, develop value-creation viewpoints through robust analysis, and contribute to due diligence and growth strategies for carve-outs and acquisitions.

Responsibilities

• Maintain relationships with strategic Private Equity partners and provide a single view of Salesforce into the assigned PE firms
• Advocate for the partnership within both the Private Equity firm and Salesforce
• Conceptualize Salesforce solutions that accelerate time to value for PE portfolio companies
• Contribute to Private Equity due diligence and help develop growth strategies for carve-outs and new acquisitions
• Post-announcement, align Salesforce capabilities to rethink business and operating model opportunities with portfolio companies
• Collaborate with alliances and sales teams to expand advisory partners for PE partners
• Support execution of go-to-market plans with clear success metrics
• Connect account teams and the Private Equity Practice to accelerate opportunities to closure
• Articulate the value of Salesforce across B2B and B2C PE-owned portfolio companies
• Understand partnership program intricacies, politics, and implementation strategies
• Support sales account managers to drive value creation and grow pipeline across portfolio company teams
• Contribute to internal/external portfolio performance reviews to assess operational metrics and effectiveness
• Leverage Salesforce resources to ensure customer success across portfolio companies
• Own strategic projects that support the growth and success of the Private Equity Practice
• Coach and guide Analysts, Associates, and Senior Associates

Requirements

• 5–7+ years of experience in private equity/credit, venture capital, premier consulting, investment bank, M&A, strategy, enterprise software, or digital transformation
• Experience influencing corporate transaction decisions with public and private investment teams
• International experience working with international clients and/or international teams
• Exposure to working at the C-level, gaining deep insight into enterprise business dynamics and articulating organizational impacts from technology
• Exceptional communication, strategic, analytical, influencing, and consulting skills; proven success in complex, multi-disciplinary teams
• High tolerance for ambiguity; ability to take charge and deliver in a constantly evolving environment
• Independent self-starter with strong work ethic and personal drive
• Ability to build and maintain positive working relationships
• Willingness to travel as-needed (>30% of the time)

Benefits

• Benefits and resources to support work-life balance
• AI agents to accelerate impact