Job Description

Job Description

Head of PE (AI Accounting)

New York - Hybrid

We’re looking for a Partnerships Lead focused on Private Equity and partnerships to help grow the organization through investor ecosystems.

In this role, you will work directly with PE firms and their portfolio companies to drive introductions, build relationships, and create pipeline for the sales team. This is a hands-on execution, business development role where success comes from consistent partner engagement, follow-through, and strong collaboration with Sales and Marketing.

This is a great role for someone who enjoys building relationships, running partner programs, and driving measurable pipeline through partnerships.

My client is disrupting how the back-office runs. There is a unique ability to tie finance automation directly to efficiency, working capital and EBITDA improvement.

They’re looking for someone entrepreneurial who understands how PE firms think about value creation, portfolio initiatives and strategic partnerships - and who wants to build something rather than inherit a fully developed channel.

What You’ll Do

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• Build and own their Private Equity channel, developing relationships with PE firms, operating partners, portfolio teams, and other key ecosystem stakeholders.
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• Identify and build relationships with the PE firms where they can create the most value across their portfolio companies.
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• Develop warm introductions into portfolio companies, converting investor relationships into qualified commercial opportunities.
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• Build trusted relationships with investment professionals, operating partners, value-creation teams, and portfolio leadership.
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• Run portfolio-wide outreach programs, including targeted campaigns, portfolio assessments, workshops, and other initiatives that generate demand for them.
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• Own day-to-day partner communication, engagement, and follow-up, ensuring relationships consistently move forward.
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• Coordinate PE events, portfolio company sessions, founder/operator workshops, webinars, and partner enablement.
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• Work closely with Sales to qualify, progress, and convert partner-referred opportunities.
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• Track partner-sourced introductions, pipeline, conversion, and revenue, and use this data to improve the channel.
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• Maintain accurate partner activity, contacts, opportunities, and reporting in the CRM.
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• Develop and continuously improve the PE partner playbook, including target-account selection, outreach, engagement, portfolio activation, and measurement.
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• Identify opportunities to turn successful engagements into repeatable portfolio-wide programs that can scale across multiple PE firms.
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• Represent them externally and become a trusted point of contact for PE firms and their portfolio companies.
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What We’re Looking For

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• 4–8 years of experience in Private Equity partnerships, business development, sales, portfolio operations, or a similar ecosystem-focused role. OR currently works at a PE fund.
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• Existing relationships with Private Equity firms, operating partners, portfolio teams, founders, or senior operators is a strong plus.
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• Strong understanding of how PE firms work, particularly the role of operating partners, value creation teams, and portfolio company leadership.
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• A proven ability to build relationships, create warm introductions, and turn relationships into commercial opportunities.
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• Commercially minded and comfortable being accountable for pipeline and revenue outcomes, not just relationship management.
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• Highly organized and execution-focused, with the ability to manage multiple firms, stakeholders, campaigns, and opportunities simultaneously.
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• Excellent written and verbal communication skills, with the confidence to engage with senior investors and executives.
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• Comfortable working cross-functionally with Sales, Marketing, and leadership.
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• Entrepreneurial mindset: willing to build the playbook rather than inherit one.
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• Experience working in a startup, scale-up, or other fast-paced environment where priorities can change quickly.
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• Comfortable using CRM and other tools to manage relationships, activity, pipeline, and reporting.
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What Success Looks Like

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• A growing network of high-quality PE firm relationships.
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• Consistent, qualified introductions into portfolio companies.
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• PE firms actively using them as a resource for their portfolio.
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• Repeatable portfolio-wide programs that generate meaningful pipeline.
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• Clear visibility into partner-sourced pipeline, conversion, and revenue.
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• A scalable PE partnerships playbook that can become a significant acquisition channel for them.
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