🛠 Tech Stack

💼 About This Role

You'll help source PE/VC partners to build FloQast's network, driving value for portfolio companies through improved accounting workflows. You'll support Alliance Managers in creating multi-level relationships and organizing targeted marketing efforts. This role offers hands-on experience in a fast-growing startup with direct impact on sales and partnership growth.

🎯 What You'll Do

• Source and schedule value pitches for Alliance Managers
• Create custom Private Equity messaging for sales team
• Track lead management activity in Salesforce.com
• Identify new alliance opportunities using Pitchbook

📋 Requirements

• 2+ years working with a Financial Services firm
• Bachelor Degree or equivalent experience
• Salesforce proficiency for tracking activities
• Pitchbook experience for reporting

✨ Nice to Have

• Experience with PE/VC investor outreach
• Familiarity with FloQast or similar accounting software
• Event coordination skills

🎁 Benefits & Perks

• 🏖️ Flexible PTO
• 💵 Equity in fast-growing company
• 🏠 Remote Fridays initially (3 days in-office)
• 📈 Career growth in partnerships
• 🏢 Austin office with collaborative culture

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min