Salesforce
AI CRM
PrivateEquityRelationshipManager
“Private Equity Relationship Manager at Salesforce. Skills: Private Equity, Value creation, Customer success. Support senior team in originating new opportunities. Influence sales cycles through a value selling approach”
Industry & Context.
Analytical rigor
What They're Looking For.
Must Have
5-7+ years of experience in private equity/credit, venture capital, premier consulting, investment bank, M&A, strategy, enterprise software, or digital transformation, Experience influencing decisions in corporate transactions with public and private investment teams, Experience working internationally, Exposure to working at the C-level, Exceptional communication skills, Exceptional strategic skills, Exceptional analytical skills, Exceptional influencing skills, Exceptional consulting skills, Track record of thriving in complex
Nice to Have
Salesforce platform knowledge preferred
What You'll Do.
Support senior team in originating new opportunities
Influence sales cycles through a value selling approach
Bring product specialists
Enable account teams and ecosystem partners to sell
Contribute to strategic projects
Play a coaching and leadership role to Analyst
Support senior team in maintaining relationships with strategic
Provide a single view of Salesforce into assigned
Act as an advocate for the partnership within
Understand the Salesforce product suite
Conceptualize optimal solutions to accelerate time to value
Contribute to Private Equity due diligence processes
Develop growth strategies for carve outs and new
Work with the portfolio company to rethink business
Align Salesforce capabilities
Collaborate with alliances and sales teams to expand
Support execution of go-to-market plan for each Private
Act as connective tissue between account teams and
Accelerate opportunities and drive them to closure
Articulate the value of Salesforce across B2B and
Understand intricacies
and strategies required to implement
Support sales account managers aligned to Private Equity
Drive value creation and grow the pipeline
Contribute to internal and external portfolio performance reviews
Assess operational metrics/effectiveness with leadership
Leverage Salesforce resources to ensure portfolio company customer
Own strategic projects that contribute to overall growth
Coach and guide Analysts
Associates and Senior Associates
How You'll Work.
Team & Collaboration
Cross-functional teams; Account teams; Ecosystem partners; Alliances and sales teams
Communication Scope
Executive presentations
Process & Methodology
Strategic projects
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