Private Equity Partnerships Associate

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex empowers founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks, allowing customers to focus on what matters most. Tens of thousands of the world's best companies—including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek—run on Brex.

Working at Brex means pushing your limits, challenging the status quo, and collaborating with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture, empowering you with the tools, resources, and support to grow your career.

About the role

The Partnerships team at Brex drives new revenue by originating, launching, and scaling partnerships across emerging distribution channels, embedded models, and strategic initiatives. As Brex nears $1B in revenue, we are building a best-in-class Partnerships organization grounded in clear priorities and disciplined execution. Every team member directly contributes to top-line growth by expanding Brex’s reach across key ecosystems, from technology platforms to financial sponsors and investment firms.

Within Business Development, the Private Equity Channel team partners with PE firms to drive new customer growth, generate pipeline, and increase engagement and monetization of existing customers. Over the past 12 months, Brex’s PE channel has turned Tier 1 private equity firms into active referral sources for their portfolio companies, proven through consistent in-market presence, events, and value-added touchpoints.

In this role, you will support Brex’s Private Equity channel across two core workstreams: business development and value creation. You will build targeted outbound campaigns, generate top-of-funnel meetings, and prepare for partner conversations through data analysis, case studies, and portfolio insights. Over time, you will develop the skills to manage your own book of PE partners. While you may attend select industry events, event planning is not a core responsibility.

Where You'll Work

This role is based in our San Francisco office. We operate in a hybrid environment, combining in-office energy with remote flexibility. We require a minimum of three coordinated in-office days per week (Monday, Wednesday, and Thursday) and offer up to four weeks per year of fully remote work.

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

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

Pay

The expected OTE range for this role is $103,960 - $129,950. The starting wage depends on factors including location, skills, experience, market demands, and internal pay parity. The OTE figure includes base salary and commissions, which may vary based on performance. Equity and other forms of compensation may also be provided.