Strategic Alliance Associate, Private Equity

United States·AustinFull-timemid

OtherPrivate Equity Volunteer

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Quick Summary

Overview

Great Private Equity and Venture Capital firms look for creative ways to help their investments grow and be more successful.

Technical Tools

OtherPrivate Equity Volunteer

Great Private Equity and Venture Capital firms look for creative ways to help their investments grow and be more successful. The FloQast Private Equity & Venture Capital Alliances Program was created to help those firms drive more value for their investments by improving the accounting and finance department’s workflow to close the books faster & more accurately. The Associate’s role is to help the Alliance Managers source PE/VC partners to build FloQast’s network of preferred partners, bringing added value to their portfolio companies and investments. We drive new sales and also influence current prospects through our partnership efforts.

*Visa sponsorship is NOT available at this time

This role has a requirement of working in office 3 days per week (Tuesday - Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays.

Develop and execute on a strong prospecting plan of attack, including email and call scripts tailored specifically towards PE & VC investors

Source, schedule and create value pitches for your Alliance Managers

Support Alliance Managers in creating multi-level relationships within firms, from Operating Partner to Investors

Organize and fill targeted marketing efforts - including events and webinars - to connect with new partners and source opportunities

Lead trainings with FloQast’s Sales team to educate them on our PE & VC partnership efforts

Create custom Private Equity messaging for Alliance Managers, AEs & BDRs to leverage in their outreach

Self source high-quality leads from the portfolio of investments from each PE/VC firm

Coordinate with internal resources to accomplish goals, enable partners, and keep partners engaged with FloQast

Track all relevant qualification and lead management activity using Salesforce.com

Create custom reports and lists using Pitchbook

Identify opportunities for new alliances and partnerships to expand FloQast’s reach, while maintaining a solid pipeline of new potential partners

Occasional travel required

2+ Years working or partnering with a Financial Services firm

Bachelor Degree or equivalent experience required

Solid attention to detail

Builder mindset, comfortable sharing ideas, trying new approaches and focused on achieving team and company short and long term goals

Flexible and adaptable in high growth, start-up environment

Strong ability to drive execution of strategic initiatives and tactics

A track record of working in a fast-paced environment, setting your own demanding expectations, inspiring and supporting your teammates and exceeding those expectations

Ability to understand FloQast’s products as well as to interact with product, marketing, sales, and operational teams and executives through a variety of channels

Driven to hit and exceed performance targets