Business Development Manager, Financial Services, Private Equity, Amazon Business

Key job responsibilities

• Serve as customer-facing point of contact for PortCo activation and growth across PE sponsor portfolios
• Provide a consistent experience for PE sponsors across their portfolio, coordinating across multiple sales organizations
• Engage existing customers where PE-associated spend is underutilized or new category opportunities exist
• Partner with Account Executives as a PE program expert
• Orchestrate cross-functional support to remove blockers and accelerate time to value

PE Sponsor Engagement & PortCo Onboarding

• Build and maintain structured onboarding playbooks
• Support PE AEs on new firm launches
• Serve as a resource for PE sponsors on procurement value creation, rapid on/offboarding, and category consolidation
• Develop verticalized activation approaches

Program Development & Coordination

• Develop and standardize PE program requirements: reporting templates, training materials, onboarding collateral, success metrics
• Partner with Division Leaders, AEs, and Partner teams on customer-specific action plans
• Drive accountability with partner teams to unlock operational blockers for targeted accounts
• Coordinate referrals to Solutions, CAM, and other growth resources for category expansion and user adoption
• Support a consistent PE experience across customer lifecycle
• Identify portfolio trends and recommend interventions to accelerate ramp velocity

Portfolio Visibility & Reporting

• Produce monthly reports to PE sponsors and internal leadership on portfolio adoption progress
• Deliver portfolio-level visibility PE operating partners can present to investment committees
• Monitor activation velocity, ramp trajectory, and engagement health across the portfolio
• Ensure data accuracy across CRM, internal dashboards, and tracking tools
• Prepare data-driven business reviews with portfolio-level insights for senior leadership

Basic Qualifications

• Experience structuring and negotiating complex agreements and leading cross-functional groups to orchestrate and successfully complete deals
• Experience with sales CRM tools such as Salesforce or similar software
• Experience building scalable programs and repeatable scalable processes, leveraging various tools and methods to create scale and efficiency
• 6+ years of enterprise sales or account management experience

Preferred Qualifications

• Experience influencing multiple stakeholders and leading cross-functional teams across geographies and business units
• Experience working with technical and product stakeholders to define requirements, prioritize features, and influence product roadmaps
• Experience communicating results to senior leadership, or experience in building financial and operational reports/data sets that inform business decision-making
• Experience building cross-functional partnerships and influencing stakeholders across the organization to act without having a direct reporting relationship
• Knowledge of B2B procurement processes
• Experience in Private Equity, portfolio company operations, or PE-adjacent ecosystems