Strategic Business Development Lead, Private Equity

Overview

This role is for a Strategic Business Development Lead, Private Equity focused on helping private equity firms and their portfolio companies evaluate an AI-native FP&A solution.

You will serve as a subject matter expert on FP&A and portfolio monitoring best practices while leading technical evaluations from the first demo through the final decision. The work combines finance expertise with sales execution—building trust quickly with sponsors, operating partners, and portfolio company CFOs by demonstrating clear technical proof points.

Responsibilities

• Lead product demos and POCs that demonstrate how the platform automates spreadsheet-heavy FP&A and sponsor reporting workflows using AI
• Own technical evaluations end-to-end, including demos, POCs, and deep dive Q&A
• Design and run high-conviction, short-cycle trials delivering clear value in days, not months
• Configure solutions with stakeholders, answer edge-case questions, and accelerate the path to yes
• Engage senior finance leaders and fund operating partners by credibly discussing where AI fits in finance
• Translate technical features into business value and position the product as a strategic partner
• Collaborate closely with GTM, Product, and Engineering teams to refine positioning and roadmap, especially around AI-first workflows and features
• Bring back real-world customer insights to improve selling strategy and product direction

Requirements

• 5+ years on an investment or value creation team at a PE firm, or in a finance role at a PE-backed company
• Comfortable working with a senior operating partner
• Strong spreadsheet skills, with the ability to build and defend a model
• Ability to translate fluently between finance and product language
• Thrives in ambiguity and can move fast independently
• Curious about AI and able to make the case for it to a skeptic
• Remote-ready and self-directed in a distributed team

Preferred Qualifications

• Startup experience
• SQL/BI tools experience
• Sales engineering background

Compensation & Benefits

• Not specified in the provided job description.

Location

• Remote across the Americas (United States, Canada, LATAM)
• While this is a remote-first opportunity, priority is given to candidates within the Americas to better align with team working hours.