Relationship Development Associate - Private Equity Practice

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THE ROLE

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. Our Global Private Equity & VC Practice is transforming the way private equity firms build value for investors and their portfolio companies and transforming/scaling how Salesforce accelerates its growth by specializing in this broad horizontal sector across all our industries.

We provide a unique form of strategic relationship capabilities to accelerate growth, and reduce risk. Blending analysis, vision, product-oriented thought leadership, with a focus on AI and Data, business case development and an entrepreneurial approach that enables senior Private Equity executives and their Portfolio Company Executives to rethink how quickly, easily and cost-efficiently they can achieve their strategic objectives and deliver next-generation, value creation-enhancing customer experiences across sales, service, marketing and commerce using the Salesforce platform.

As Relationship Development Associate you will be responsible for supporting the growth of our middle market Private Equity (PE) partnerships, bringing unique points of view, analytical rigour and a broad range of industry knowledge to drive growth. Salesforce's PE Practice works with our PE Partners to accelerate value creation in their portfolio companies through digital transformation, leveraging the Salesforce platform, ISVs and the broader ecosystem.

In your role, you will work directly with our Mid-Market Director and overall PE team to identify firms for outreach that can develop deep partnerships, accelerate value creation for the PE firm and scale the broader Private Equity Practice team as we continue to grow. You will be responsible for developing unique points of view on value creation opportunities across the PE firm's portfolio, lead robust quantitative and qualitative analysis and contribute to customer-facing engagements. As an RDM, you will originate new opportunities and influence sales cycles through a value selling approach that takes into consideration the specific transformation needs per portfolio company. You will help bring the “Best of Salesforce” product specialists, solution engineers, account teams, and industry authorities and enable account teams and ecosystem partners on how to effectively sell to private equity owned companies.

RESPONSIBILITIES

• Proactively identify and pursue new opportunities to partner within Private Equity firms and their portfolio companies. Develop strategies to increase adoption of Salesforce’s solutions.

• Build and maintain strong, long-lasting relationships with key stakeholders at Private Equity firms, ensuring a deep understanding of their needs and challenges.

• Leverage Salesforce CRM to manage client data, track opportunities, generate reports, and maintain an accurate pipeline. Provide insights through data analytics to improve decision-making.

• Provide regular updates on business development activities, pipeline status, and market trends. Use Salesforce to generate reports that track key performance metrics and highlight areas for improvement.

• Stay informed on market developments, industry trends, and competitive landscape, with a focus on how they impact the Private Equity sector and our software offerings.

• Work closely with the Global Director and cross-functional teams to ensure seamless communication and alignment with broader business strategies.

MINIMUM REQUIREMENTS

• 3-5 years of experience in business development, sales, or relationship management, ideally in the technology or software industry.

• Familiarity with the private equity landscape and an understanding of how PE firms operate is a plus.

• Knowledge of the Salesforce ecosystem and its suite of solutions, including hands on proficiency, pipeline management, reporting, and data analysis

• Proven track record of driving business growth, identifying opportunities, and closing deals in a client-facing role.

• Highly motivated and able to work independently with minimal supervision. Comfortable managing multiple projects simultaneously and taking initiative in a fast-paced environment.

• Strong analytical and reporting skills, with the ability to extract insights from data and communicate them effectively.

• Excellent interpersonal, written, and verbal communication skills. Ability to present ideas clearly and confidently to internal and external partners.

PREFERRED REQUIREMENTS

• Results-oriented and focused on achieving business objectives

• Strong problem-solving abilities and analytical mentality

• Team player who is adaptable and thrives in a dynamic environment

• Strong attention to detail with excellent organizational skills

• Ability to build and nurture strong client relationships

NOTE: this role is office-flexible, and the expectation is to be in-office (New York and Boston) 3 days per week.

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