Partnership Manager - Private Equity

Description

Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.

We are looking for a Partnerships Manager to expand our partnerships strategy with Private Equity (PE) firms. This role is responsible for sourcing, closing, and growing high-impact alliances that generate revenue and unlock long-term value. The ideal candidate will bring 3–5 years of experience building strategic partnerships, with a proven track record in driving growth through financial services or investment ecosystems. We’re looking for someone who understands the Private Equity landscape, can build credibility with senior stakeholders, and has the commercial acumen to turn partnerships into revenue.

This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available.

What You’ll Do

• Build and grow relationships with Private Equity firms in North America, positioning our platform as a value driver for their portfolio companies.
• Identify, negotiate, and close partnerships with leading PE firms to deliver mutual commercial value.
• Own the full lifecycle of the partnership — from sourcing and onboarding partners through enablement, portfolio activation, and ongoing growth.
• Partner closely with internal teams (Sales, CS, Solutions Consulting, Product, Marketing) to align PE initiatives with company-wide growth objectives.
• Deliver product expertise to PE partners, ensuring they understand the value and can confidently recommend our solution across their portfolios.
• Be an activation expert, quickly turning signed PE partnerships into portfolio adoption and measurable revenue.
• Collaborate with Marketing to design co-marketing strategies including portfolio-focused events, webinars, and thought leadership campaigns.
• Provide guidance to and work effectively across the internal stakeholders, including AE team, solutions consulting, and customer success teams
• Develop scalable playbooks and partner programs to replicate success across new PE relationships.
• Track and report on pipeline, partner-sourced revenue, and portfolio impact, ensuring transparency and accountability in results.

Requirements

• 3+ years of experience in alliances or business development, managing Private Equity partners at fast growing startups, ideally with exposure to financial services ecosystems.
• Experience in building PE relationships from scratch and running co-marketing initiatives successfully that leads to high revenue generation.
• Strong understanding of how PE firms operate and how they drive value across portfolio companies.
• Proven success in acquiring and scaling strategic partnerships that drive measurable revenue.
• Exceptional commercial instincts and ability to negotiate complex, multi-stakeholder partnerships.
• Strong network within the PE or investment community.
• Skilled in partner enablement, portfolio engagement, and building scalable go-to-market strategies.
• Comfortable operating in high-growth, fast-paced, and sometimes ambiguous environments.
• Excellent communication and executive presence, able to build trust with senior partners and C-level audiences.
• Strong planning and analytical skills; able to prioritize and execute across competing initiatives.
• Bachelor’s degree
• Familiarity with FP&A, finance tech solutions is an advantage.

What We Offer

• A collaborative, team-oriented environment, the ability to own your schedule (work your local time zone), and the opportunity to grow at Datarails over many years
• Base compensation - The target base salary range will be between 90k - 100k USD per year and generous OTE, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.
• Meaningful equity
• 401(k) plan with up to 4% match and HSA & FSA Options
• 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
• $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
• Calm app membership
• Paternity leave
• Flexible, generous sick time and PTO (we recommend 18-25 vacation days annually)
• 12 paid company holidays
• Life insurance
• CPA/CFA license renewal reimbursement 

Equal Opportunity

We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.