Relationship Manager, Private Equity

Description Responsibilities

• Support our senior team in managing relationships with our strategic Private Equity Partners, helping provide a single view of Salesforce into the assigned patch of Private Equity firms.
• Act as an advocate for the partnership within the Private Equity firm and at Salesforce.
• Understand the Salesforce product suite and be able to ideate the optimal solutions to accelerate time to value in Private Equity portfolio companies.
• Contribute to Private Equity due diligence processes and help them quickly develop growth strategies for carve outs and new acquisitions.
• Post announcement, work with the portfolio company to rethink business and operating model opportunities and align Salesforce capabilities.
• Collaborate with our alliances and sales teams to expand the breadth and depth of our advisory partners for our Private Equity Partners.
• Support the execution of the go-to-market plan for each Private Equity partner with clear success metrics.
• Act as a connective tissue between account teams and the Private Equity Practice to accelerate opportunities and drive them to closure.
• Be able to clearly articulate the value of Salesforce across B2B and B2C Private Equity owned portfolio companies. Understand the intricacies, politics, and strategies required to implement a partnership program.
• Support sales account managers aligned to your Private Equity partners’ portfolio companies to help them drive value creation and grow the pipeline.
• Contribute to internal and external portfolio performance reviews to assess operational metrics/effectiveness on a recurring basis with leadership.
• Leverage all the Salesforce resources needed to ensure portfolio company customer success.
• Own strategic projects that contribute to the overall growth and success of the Private Equity Practice.
• Mentor and guide Analysts, Associates and Senior Associates as they begin their careers at Salesforce.

• Experience influencing decisions in corporate transactions with public and private investment teams.
• Experience working internationally, both with international clients and on international teams.
• Exposure to working internationally, both with international clients and on international teams.
• Exposure to working at the C-level, with evidence of gaining deep insight into the business dynamics of large enterprises and across industries, as well as articulate the organization impacts brought by technology.
• Exceptional communication, strategic, analytical, influencing, and consulting skills, as well as a track record of thriving in complex, multi-disciplinary teams.
• High tolerance for ambiguity; ability to focus and execute in a rapidly changing environment, take charge and make things happen.
• An independent, self-starter with strong work ethic and personal drive and character qualities that match with our company’s core values and inspire others to follow and act.
• A superior ability to build and maintain positive working relationships.
• A willingness to travel on as-needed basis >30% of the time.

• 6-8 years of experience in private equity/credit, venture capital, top tier consulting, investment bank, M&A, strategy, enterprise software, or digital transformation.
• Experience in M&A, corporate strategy or digital transformation.