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Brex is a fintech platform enabling companies to spend smarter through corporate cards, banking, and spend management software. The Partnerships team drives new revenue by originating and scaling partnerships across distribution channels and strategic ecosystems.
The Private Equity Channel team builds partnerships with PE firms to drive customer growth, generate pipeline, and increase monetization of existing customers. Over the past year, Brex has turned Tier 1 PE firms into active referral sources for their portfolio companies through consistent in-market presence and demonstrated ROI.
In this role, you will support the Private Equity channel across business development and value creation workstreams. You will build targeted outbound campaigns generating top-of-funnel meetings and qualified pipeline, prepare for partner conversations through data analysis and case studies, and work closely with the PE lead, Account Executives, Customer Success Managers, and data partners to develop skills managing your own PE partner book over time.
Key responsibilities include: executing weekly outbound campaigns to PE firms with target identification, contact research, email sequences, and multi-touch follow-up; generating qualified pipeline through thoughtful outreach and first-touch ownership; supporting PE partner meetings by pulling data from analytics platforms, analyzing portfolio company activity, and creating case studies; partnering with Account Executives on live PE-backed opportunities; collaborating with Customer Success on value-creation and expansion opportunities; and tracking campaign performance while surfacing market insights and proposing new outreach strategies.
You will be based in the New York City office in a hybrid environment requiring a minimum of three coordinated days in-office per week (Monday, Wednesday, Thursday), with up to four weeks per year of fully remote work available.
Required qualifications: 1+ year in SDR/BDR, Customer Success, PE sourcing, or similar client-facing business development role; experience building outbound prospecting campaigns, researching contacts, writing email sequences, and setting meetings; strong commercial judgment and ability to communicate credibly with senior finance executives; proficiency in Excel and comfort with data analytics platforms like Hex; ability to translate data into clear case studies and presentations using Google Slides or PowerPoint; excellent written and verbal communication skills.
