Alliance Manager, Private Equity

Bachelor’s degree in Finance, Business Administration, or a related field 1-3 years in strategic partnerships, business development, or sales Experience with private equity or software sales is a plus Familiarity with CRM platforms (Salesforce Hubspot) Familiarity with research tools (Pitchbook) Familiarity with partner management software Knowledge of Netsuite technology stack is a plus Strong verbal and written communication skills Interest in private equity and enterprise software solutions Proficient in Microsoft Excel Skilled in data analysis, formatting, and spreadsheet automation Experience working cross-functionally and driving collaboration Willingness to travel as needed

Conduct market research on PE/VC firms, industry sectors, and target companies. Analyze and monitor competitive activity within the PE partner landscape and SaaS/fintech industries. Conduct personalized outreach via e-mail, phone calls, and networking events. Maintain ongoing communication to uncover partnership opportunities. Track and manage outreach activities and lead progression of potential PE partners. Track, manage, and communicate portfolio company traction of both existing PE and prospective partners. Collaborate with the Director and Sr. Manager for seamless handoffs of qualified PE partner leads. Work closely with direct sales and account management to ensure appropriate application of pre-negotiated rates and terms. Provide sales and account management with data to generate new leads from existing VC/PE partnerships. Support creation and maintenance of training programs for internal teams on leveraging partnerships. Collaborate with sales and marketing to refine messaging and outreach strategies. Assist with preparation for industry events, webinars, and meetings targeting PE firm stakeholders. Support organization of tools and data to communicate benefits of Zone apps.