Partnership Manager - Private Equity

Summary

Datarails is a global, AI-powered FinanceOS company helping finance teams transform how they work through intelligent automation, AI, and integrations. The Partnerships Manager will expand the company’s partnerships strategy with Private Equity firms by sourcing, closing, and growing alliances that generate revenue and activate portfolio companies. The role will manage the full partnership lifecycle, collaborate across internal teams, and develop scalable partner programs and go-to-market strategies.

Responsibilities

• 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

Skills

• 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
• This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available
• Familiarity with FP&A, finance tech solutions is an advantage

Qualifications

Must Haves

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

Nice to Haves

• Familiarity with FP&A, finance tech solutions is an advantage

Benefits

• A collaborative, team-oriented environment
• The ability to own your schedule (work your local time zone)
• The opportunity to grow at Datarails over many years
• Generous OTE
• Meaningful equity
• 401(k) plan with up to 4% match
• HSA & FSA Options
• 100% paid medical, dental, and vision coverage for employees
• 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
• 100% remote-based anywhere in the United States