CrawlJobs Logo
Clay Logo Clay · Sales

Private Equity Partnerships

United States, New York 170000.00 - 200000.00 USD / Year · Job Posted February 21, 2026
Apply Position
Job Link Share

Job Description

Clay is building the modern GTM operating system – helping companies transform how they source, enrich, and activate data across sales, marketing, and revenue operations. As Clay's adoption expands across Private Equity firms and their portfolios, we're investing in a dedicated role to build and scale our PE partnerships motion end-to-end. This is not a traditional sales role and not a 1:1 customer success role – it's a programs and systems role, focused on building repeatable infrastructure that allows Clay to scale across entire portfolios while staying credible in executive and board-level conversations. You'll take the foundation built by our Partnerships, GTM Engineering, and Enterprise teams and turn it into a repeatable PE playbook.

Job Responsibility

  • Map and prioritize the PE landscape – firms, funds, and portfolios aligned with Clay's GTM value
  • Build relationships with Operating Partners and Value Creation teams to understand fund priorities and timing
  • Develop Clay's PE-specific narrative and materials: decks, pilot frameworks, ROI overviews
  • Design portfolio entry models (pilots, GTM diagnostics, enablement cohorts)
  • Convert PE relationships into structured engagement and portfolio introductions
  • Coordinate with GTM Engineering, Enterprise, RevOps, and Legal on pilots and commercial terms
  • Design and execute scaled activation programs (webinars, cohorts, office hours, workshops) that reach many portfolio companies at once
  • Build repeatable infrastructure that drives adoption with minimal 1:1 touch
  • Define portfolio-level success metrics tied to PE value creation (adoption, time-to-value, expansion, ARR growth, GTM efficiency)
  • Convert outcomes into executive-ready narratives: ROI summaries, impact reports, board-level readouts
  • Gather structured feedback and represent PE needs back to Product, Partnerships, and GTM teams

Requirements

  • 6–10+ years of experience in B2B SaaS partnerships, program management, GTM strategy, value creation, consulting, or revenue operations
  • Experience working with or presenting to Private Equity Operating Partners, Value Creation teams, or portfolio executives
  • Enjoy building scalable programs and systems, not bespoke 1:1 solutions
  • Possess strong systems thinking and comfort designing workflows that reduce manual work
  • Fluent in translating technical capabilities into business and financial impact
  • Strong bias toward measuring what matters (adoption, ARR, efficiency, outcomes)
  • Comfortable operating in ambiguity and building new motions from scratch
  • Communicate clearly and credibly with senior executives and internal stakeholders

What we offer

All employees can work for free with world-class coaches who specialize in creativity, management, and more

Clay - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Private Equity Partnerships

8 matching positions

Partner Manager, Private Equity

We are hiring a Partner Manager, Private Equity to support West Coast coverage f...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
brex.com Logo
Brex
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-6 years of experience in PE business development, sourcing, partnerships, or a related quota-carrying, relationship-driven role with exposure to the private equity ecosystem
  • Established credibility in the private equity ecosystem
  • able to hold a room with partners and portfolio company executives from day one
  • Track record of success in outbound relationship development. Comfortable with high-volume, highly personalized outreach and motivated by pipeline-generation goals
  • Strong organizational skills and attention to detail
  • able to manage multiple active firm relationships and workstreams simultaneously
  • Excellent written and verbal communication skills
  • able to present clearly to internal stakeholders and senior external counterparts
  • Based in San Francisco
  • comfortable being in-market multiple evenings per week for dinners, events, and networking
Job Responsibility
Job Responsibility
  • 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
  • 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
What we offer
What we offer
  • Up to four weeks per year of fully remote work
  • Equity and other forms of compensation may be provided as part of a total compensation package
  • Fulltime
Read More
Arrow Right

Private Equity Tax Assistant Manager

Our tax professionals draw on their comprehensive experience to deliver business...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Willingness to learn and develop, with an interest in the private equity and/or professional partnerships sector
  • Qualified ACA/CTA (or equivalent)
  • Relevant experience in a mixed tax, corporate and/or partnership tax compliance and advisory role, ideally including some experience of dealing with professional partnerships and/or private equity funds and management structures
  • Ability to work with a client portfolio
  • Self-motivated with excellent communication
Job Responsibility
Job Responsibility
  • Have the opportunity to develop client relationships, supported by the team and working with more junior colleagues
  • Work in a team leading the market in partnerships - your portfolio will include an exciting range of clients across the partnerships space
  • Have the opportunity to work across clients in the professional partnerships and private equity space, or to focus on your preferred market area – you will have great flexibility to shape your career
  • Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients
  • Work with a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services as well as billing and risk management supported by the team
  • Deal with interesting and varied tax issues, with support from partners and directors
  • Build you internal networks to support your career development
  • Be responsible for coaching and developing more junior members of staff
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays (ability to purchase up to 10 days of additional leave)
  • Bike to work scheme
  • Fulltime
Read More
Arrow Right

Fund Accounting Manager – Real Estate Private Equity

Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a priv...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of accounting or finance experience within real estate or investment management
  • CPA preferred
  • Strong Excel skills
  • experience with Yardi or similar systems is a plus
  • Knowledge of real estate fund structures, audits, and investor reporting
  • Strong communication skills with the ability to work cross-functionally
  • Highly organized with the ability to manage multiple priorities in a fast-paced environment
Job Responsibility
Job Responsibility
  • Oversee fund-level accounting and coordinate closely with the third-party fund administrator
  • Manage the audit process and serve as the primary contact for external auditors and tax advisors
  • Review and support preparation of investor reporting packages, including financial statements and capital account reporting
  • Assist with investor requests, due diligence materials, and historical fund performance reporting
  • Ensure compliance with partnership agreements, fund governing documents, and internal controls
  • Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments
  • Monitor fund liquidity, debt compliance, and distribution activity
  • Work cross-functionally across departments to support financial operations and reporting
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
  • Fulltime
Read More
Arrow Right

Private Equity Tax Manager

Our tax professionals draw on their comprehensive experience to deliver business...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Willingness to learn and develop, with an interest in the private equity sector
  • Ideally qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience
  • Experience in a mixed tax, corporate and/or partnership tax compliance and advisory role (ideally including some experience of dealing with private equity funds and management structures, but this is not essential)
  • Experience of dealing with client stakeholders, senior management and supervising staff
  • Self-motivated with excellent communication
Job Responsibility
Job Responsibility
  • Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients
  • Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services as well as billing and risk management supported by the team
  • Deal with interesting and varied tax issues, with support from partners and directors
  • Leverage internal networks to serve clients, both in the UK and internationally
  • Be responsible for coaching and developing more junior members of staff
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays (ability to purchase up to 10 days of additional leave)
  • Bike to work scheme
Read More
Arrow Right

Finance Analyst – Private Equity

Goodman Masson are partnering with a leading global private markets investment f...
Location
Location
United Kingdom , London
Salary
Salary:
60000.00 - 65000.00 GBP / Year
goodmanmasson.com Logo
Goodman Masson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Recently qualified accountant (ACA / ACCA / CIMA) – 0 – 2 / 3 years PQE
  • Trained in practice (Audit, Transaction Services, M&A, Corporate Finance, etc.) and/or in industry (Fund Accounting, an Investment Banking graduate rotation, etc), within Private Equity, Private Credit, Investment Management, or wider Financial Services
  • Strong academic background (2:1 or equivalent preferred)
  • Strong analytical skills with excellent attention to detail
  • Advanced Excel skills and confidence working with financial data
  • Strong communication and interpersonal skills, with the confidence to engage with senior stakeholders and build relationships across the business
  • Proactive mindset with the confidence to take ownership, solve problems and suggest improvements
  • Exposure to valuation methodologies, investment performance analysis or portfolio monitoring would be advantageous
Job Responsibility
Job Responsibility
  • Monitoring and reviewing investment valuations through detailed analysis of underlying manager reporting and portfolio company financial information
  • Preparing materials for internal valuation and performance review processes
  • Supporting investment monitoring activities including analysis of portfolio performance, fund exposure and underlying investment trends
  • Partnering with investment, fundraising and investor relations teams to support performance analysis, investor reporting and fundraising materials
  • Tracking new transactions and coordinating with internal stakeholders to ensure operational readiness and reporting accuracy
  • Supporting quarterly reporting processes including performance packs and analysis for senior stakeholders
  • Working across finance, operations and investment teams to support governance processes and complex investment structures
  • Contributing to process improvements, automation initiatives and data enhancement projects in partnership with finance and technology teams
  • Supporting cross-functional projects across finance, operations and investment teams
  • Fulltime
Read More
Arrow Right

Fund Accounting Manager - Real Estate Private Equity

The Fund Accounting Manager will oversee accounting, reporting, and investor del...
Location
Location
United States , Walnut Creek
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of accounting or finance experience within real estate or investment management
  • CPA preferred
  • Strong Excel skills
  • experience with Yardi or similar systems is a plus
  • Knowledge of real estate fund structures, audits, and investor reporting
  • Strong communication skills with the ability to work cross-functionally
  • Highly organized with the ability to manage multiple priorities in a fast-paced environment
Job Responsibility
Job Responsibility
  • Oversee fund-level accounting and coordinate closely with the third-party fund administrator
  • Manage the audit process and serve as the primary contact for external auditors and tax advisors
  • Review and support preparation of investor reporting packages, including financial statements and capital account reporting
  • Assist with investor requests, due diligence materials, and historical fund performance reporting
  • Ensure compliance with partnership agreements, fund governing documents, and internal controls
  • Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments
  • Monitor fund liquidity, debt compliance, and distribution activity
  • Work cross-functionally across departments to support financial operations and reporting
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Private Equity Accountant

Join a top-tier private equity firm investing in established technology and tech...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–7+ years in private equity, fund accounting, or public accounting (PE clients)
  • Strong experience with carry, waterfalls, and partnership accounting
  • Management company accounting and budgeting exposure
  • Advanced Excel
  • systems like Allvue a plus
  • Detail-oriented, organized, and comfortable managing multiple priorities
  • Ability to interpret LPAs and work cross-functionally
Job Responsibility
Job Responsibility
  • Manage GP allocations, carried interest, and deal-by-deal waterfalls
  • Track distributions, clawbacks, and capital activity
  • Support investor/partner reporting and tax coordination (K-1s)
  • Oversee management company accounting, including close, budgeting, and forecasting
  • Prepare financials, reconciliations, and internal reporting
  • Partner with auditors and support process/system improvements
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
  • Fulltime
Read More
Arrow Right

Private Equity Accountant

Based in San Francisco with a flexible hybrid schedule, the team is collaborativ...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–7+ years in private equity, fund accounting, or public accounting (PE clients)
  • Strong experience with carry, waterfalls, and partnership accounting
  • Management company accounting and budgeting exposure
  • Advanced Excel
  • systems like Allvue a plus
  • Detail-oriented, organized, and comfortable managing multiple priorities
  • Ability to interpret LPAs and work cross-functionally
Job Responsibility
Job Responsibility
  • Manage GP allocations, carried interest, and deal-by-deal waterfalls
  • Track distributions, clawbacks, and capital activity
  • Support investor/partner reporting and tax coordination (K-1s)
  • Oversee management company accounting, including close, budgeting, and forecasting
  • Prepare financials, reconciliations, and internal reporting
  • Partner with auditors and support process/system improvements
What we offer
What we offer
  • strong bonus and benefits
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right