The opportunity
Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to…
What you'll do
Own and grow a focused book of West Coast PE relationships across SF and LA.: Be consistently in-market (dinners, coffees, industry events, and executive engagements) to build the trust that comes from value-added touch points.
Conduct introductory and qualification calls with PE firms, their portfolio: companies, and active referrals to advance relationships and drive referral pipeline.
Proactively generate new pipeline through outbound prospecting into West: Coast PE firms and portfolio companies.
Build and maintain a prioritized target list of West Coast firms and: PE-backed companies using research, data tools, and internal inputs while tracking pipeline metrics and referral conversion through CRM.
Collaborate with account executives to ensure timely follow-up on PE-sourced: opportunities and support deal progression through close.
Help produce marketing and engagement materials, run analysis on target firms: and portfolios, support case study development for larger channel leverage, and oversee meeting agendas, partner summaries and talk tracks.
What they're looking for
- Coordinate with Partner Marketing on event logistics, field events, and: conferences targeting the West Coast PE ecosystem.
- Communicate partner insights, needs, and feedback internally to influence channel strategy and prioritization.
- Maintain clean and enriched CRM records across your book, including firm: profiles, portfolio company contacts, and Brex relationship status.
- Support internal reporting, executive updates, and quarterly business reviews: on West Coast channel performance.
