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About the Role

The Partnerships team at Brex drives net new realized revenue by originating, launching, and scaling partnerships across emerging distribution channels, embedded models, and strategic bets. This role focuses on building partnerships with PE firms to drive new customer growth, generate pipeline, and increase engagement and monetization of existing customers.

Responsibilities

• Own and grow a focused book of West Coast PE relationships across SF and LA.
• Be consistently in-market (dinners, coffees, industry events, and executive engagements) to build trust through value-added touchpoints.
• Conduct introductory and qualification calls with PE firms, their portfolio companies, and active referrals to advance relationships and drive referral pipeline.
• Proactively generate new pipeline through outbound prospecting into West Coast PE firms and portfolio companies.
• Build and maintain a prioritized target list of West Coast firms and PE-backed companies using research, data tools, and internal inputs.
• Track pipeline metrics and referral conversion through CRM.
• Collaborate with account executives to ensure timely follow-up on PE-sourced opportunities and support deal progression through close.
• Help produce marketing and engagement materials, run analysis on target firms and portfolios, and support case study development.
• Oversee meeting agendas, partner summaries, and talk tracks.
• Coordinate with Partner Marketing on event logistics, field events, and conferences targeting the West Coast PE ecosystem.
• Communicate partner insights, needs, and feedback internally to influence channel strategy and prioritization.
• Maintain clean and enriched CRM records across your book, including firm profiles, portfolio company contacts, and Brex relationship status.
• Support internal reporting, executive updates, and quarterly business reviews on West Coast channel performance.
• Analyze leading indicators such as meetings sourced, firms advanced to active-referring status, and referral conversion rates.

Requirements

• 3-6 years of experience in PE business development, sourcing, partnerships, or a related quota-carrying, relationship-driven role with exposure to the private equity ecosystem.
• Established credibility in the private equity ecosystem; able to hold a room with partners and portfolio company executives from day one.
• Track record of success in outbound relationship development.
• Comfortable with high-volume, highly personalized outreach and motivated by pipeline-generation goals.
• Strong organizational skills and attention to detail; able to manage multiple active firm relationships and workstreams simultaneously.
• Excellent written and verbal communication skills; able to present clearly to internal stakeholders and senior external counterparts.
• Based in San Francisco; comfortable being in-market multiple evenings per week for dinners, events, and networking.
• Self-starter mindset with the ability to operate autonomously in a fast-paced, evolving environment while staying tightly aligned with a remote team lead.
• High degree of professionalism and relationship instincts; able to build trust quickly with PE partners and cross-functional Brex teams.

Location

• San Francisco

Work Type

• Hybrid

Experience Level

• 3-6 years

Salary/Compensations

• $180,800 - $226,000 OTE

About the Company

• 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 enables 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 for customers so they 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. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.