Private Equity Partnerships Associate

Why Join Us

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 helps founders and finance teams 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 so customers can focus on what matters most.

Tens of thousands of the world’s best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. Brex is committed to building a diverse team and inclusive culture, and believes your potential should only be limited by how big you can dream—made possible through the tools, resources, and support to grow your career.

Partnerships at Brex

The primary focus of the Partnerships team at Brex is to drive new revenue. The team originates, launches, and scales partnerships across emerging distribution channels, embedded models, and other strategic bets that accelerate Brex’s growth.

As Brex nears $1B in revenue, the Partnerships organization is built with clear priorities and disciplined execution. Each 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 that influence large customer networks.

Within Business Development, the Private Equity Channel team is responsible for building partnerships 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 reached an inflection point—turning Tier 1 private equity firms into active referral sources for their portfolio companies due to demonstrable ROI. This model has been proven through consistent in-market presence, including dinners, conferences, and events, and through trust that compounds across repeated value-added touchpoints.

What You’ll Do

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 that generate top-of-funnel meetings and qualified pipeline, and help prepare for and follow up on partner conversations through data analysis, case studies, and portfolio company insights.

Working closely with the Private Equity lead, Account Executives, Customer Success Managers, and data partners, you will build the skills to manage your own book of PE partners over time. You may attend select industry events for exposure, but event planning and ownership are not core responsibilities.

Where You’ll Work

This role is based in our New York City office. Brex is a hybrid environment combining the energy and connections of being in the office with the benefits and flexibility of working from home. The role currently requires a minimum of three coordinated days in the office per week (Monday, Wednesday, and Thursday). As a perk, Brex also offers 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 role, 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

The expected OTE range for this role is $103,960–$129,950. The starting wage will depend on factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.