Description
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.
The primary focus of the Partnerships team at Brex is to drive new revenue. We originate, launch, and scale partnerships across emerging distribution channels, embedded models, and other strategic bets that accelerate Brex's growth trajectory.
As Brex nears $1B in revenue, we are building a best-in-class Partnerships organization grounded in clear priorities and disciplined execution. Every member of our team directly contributes to top-line growth by expanding Brex's reach across key ecosystems, from technology platforms to financial sponsors and investment firms who 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.
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, while helping prepare for and follow up on partner conversations through data analysis, case studies, and portfolio company insights.
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
Compensation: The expected OTE range for this role is $103,960 - $129,950.