Private Equity Associate

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 private equity 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 private equity-backed opportunities by gathering deal context and crafting relevant updates or messaging for private equity firms.
• Collaborate with Customer Success to identify and pursue value-creation opportunities across private equity 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.

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.

Compensation

• Expected OTE range: $103,960–$129,950.
• OTE includes base salary and commissions, which may or may not be earned depending on performance.
• Equity and other forms of compensation may be provided depending on the position offered.