Senior Relationship Manager - Private Equity Practice

World's #1 CRM platform empowering companies to connect with their customers in new ways
$170,660 - $228,340
Backend
Senior Software Engineer
Hybrid
5,000+ Employees
8+ years of experience
Finance · Enterprise SaaS
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Description For Senior Relationship Manager - Private Equity Practice

Salesforce, the world's leading CRM platform, is seeking a Senior Relationship Manager for their Global Private Equity & VC Practice. This role is pivotal in transforming how private equity firms create value for investors and portfolio companies while accelerating Salesforce's growth in this sector. The position combines strategic relationship management with deep analytical capabilities to drive growth and reduce risk across the PE portfolio.

The role offers a unique opportunity to work at the intersection of technology and private equity, helping PE firms and their portfolio companies leverage Salesforce's platform to achieve strategic objectives. You'll be responsible for developing and managing strategic PE partnerships, conducting value creation analysis, and contributing to customer-facing engagements. The position requires a blend of strategic thinking, analytical rigor, and relationship management skills.

Working in a hybrid model between New York and Boston offices, you'll collaborate with cross-functional teams including product specialists, solution engineers, and industry experts. The role offers competitive compensation ranging from $170,660 to $228,340, reflecting the senior nature of the position and its strategic importance to Salesforce's growth in the PE sector.

This is an ideal opportunity for someone with 8-10 years of experience in private equity, consulting, or enterprise software who wants to impact how PE firms leverage technology for value creation. You'll be part of Salesforce's innovative culture while working with leading PE firms to transform their portfolio companies. The role offers significant growth potential and the chance to shape the future of PE-tech partnerships.

Last updated 4 months ago

Responsibilities For Senior Relationship Manager - Private Equity Practice

  • Support senior team in managing relationships with strategic Private Equity Partners
  • Act as an advocate for the partnership within Private Equity firm and Salesforce
  • Understand Salesforce product suite and ideate optimal solutions
  • Contribute to Private Equity due diligence processes
  • Work with portfolio companies on business and operating model opportunities
  • Collaborate with alliances and sales teams
  • Support go-to-market plan execution for each Private Equity partner
  • Accelerate opportunities between account teams and Private Equity Practice
  • Support sales account managers for portfolio companies
  • Contribute to portfolio performance reviews
  • Own strategic projects for Private Equity Practice growth
  • Mentor and guide Analysts, Associates and Senior Associates

Requirements For Senior Relationship Manager - Private Equity Practice

  • 8-10 years experience in private equity/credit, venture capital, consulting, investment banking, M&A, strategy, enterprise software, or digital transformation
  • Experience influencing decisions in corporate transactions
  • Experience working internationally with clients and teams
  • Experience working at C-level
  • Exceptional communication, strategic, analytical, and consulting skills
  • High tolerance for ambiguity
  • Strong work ethic and personal drive
  • Superior ability to build relationships
  • Willingness to travel >30% of time
  • Experience in M&A, corporate strategy or digital transformation
  • Experience in strategic business development role

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