Relationship Manager, Private Equity

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Job Category

Sales

Job Details

About Salesforce

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Overview of 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.

You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing unique points of view, analytical rigour and a broad range of industry knowledge to drive growth. In your role, you will work to deepen PE 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 a Manager, you will support the senior team in originating new opportunities and influencing 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. You will also help scale the practice, contributing to strategic projects and playing a coaching and leadership role to our Analyst and Associate cohort.

Responsibilities

• Support our senior team in maintaining 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 conceptualize 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

• Coach and guide Analysts, Associates and Senior Associates as they begin their careers at Salesforce

Minimum Qualifications

• 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, 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 organisation 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.

• A high tolerance for ambiguity; ability to focus and deliver in a constantly evolving 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.

Preferred Qualifications

• Experience in M&A, corporate strategy or digital transformation

• Experience in a strategic business development role, preferably in the Private Equity, Venture Capital or M&A industry

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance andbe your best, and our AI agents accelerate your impact so you cando your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $144,200 - $209,000 annually There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $144,200 - $160,300 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.