Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life ... Support sales account managers aligned to your Private Equity partners' portfolio companies to help ...
Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life ... Support sales account managers aligned to your Private Equity partners' portfolio companies to help ...
Create and update investment manager reports used for reviews and recommendations to clients ... Experience with investment technology (Preqin, PitchBook, Bloomberg, etc) is a plus What We Offer:
Create and update investment manager reports used for reviews and recommendations to clients ... Experience with investment technology (Preqin, PitchBook, Bloomberg, etc) is a plus What We Offer:
Private Equity M&A Associate - Atlanta
$250K - $365K/yr
Draft and negotiate transaction documents and manage deal execution from inception through closing ... Interest in legal innovation, generative AI, and technology-enabled deal processes preferred * J.D ...
Quick apply
Private Equity M&A Associate - Atlanta
$250K - $365K/yr
Draft and negotiate transaction documents and manage deal execution from inception through closing ... Interest in legal innovation, generative AI, and technology-enabled deal processes preferred * J.D ...
ASSOCIATE, PRIVATE EQUITY
Denver, CO · On-site
$85K - $115K/yr
Create and update investment manager reports used for reviews and recommendations to clients ... Experience with investment technology (Preqin, PitchBook, Bloomberg, etc) is a plus What We Offer:
ASSOCIATE, PRIVATE EQUITY
Denver, CO · On-site
$85K - $115K/yr
Create and update investment manager reports used for reviews and recommendations to clients ... Experience with investment technology (Preqin, PitchBook, Bloomberg, etc) is a plus What We Offer:
Responsibilities include conducting due diligence onpotential private equity investment ... Compensation: The TRS Investment Management Division offers an attractivecompensation package ...
Responsibilities include conducting due diligence onpotential private equity investment ... Compensation: The TRS Investment Management Division offers an attractivecompensation package ...
Associate, Private Equity Secondaries
Manhattan, NY · On-site
$140K - $200K/yr
... management, financial modeling, and investment committee processes. The successful candidate will ... Collaborate with the broader HighVista private equity team to leverage primary fund knowledge, co ...
Associate, Private Equity Secondaries
Manhattan, NY · On-site
$140K - $200K/yr
... management, financial modeling, and investment committee processes. The successful candidate will ... Collaborate with the broader HighVista private equity team to leverage primary fund knowledge, co ...
Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life ... Support sales account managers aligned to your Private Equity partners' portfolio companies to help ...
Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life ... Support sales account managers aligned to your Private Equity partners' portfolio companies to help ...
2027 Private Equity Summer Analyst
New York, NY · Hybrid
$95K/yr
Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and ... in private equity. Click here to learn more about the intern experience. Application deadline:
2027 Private Equity Summer Analyst
New York, NY · Hybrid
$95K/yr
Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and ... in private equity. Click here to learn more about the intern experience. Application deadline:
Support the investment team in transaction management and monitoring of existing investments ... experience in private equity secondaries, investment banking, private equity, or principal ...
Support the investment team in transaction management and monitoring of existing investments ... experience in private equity secondaries, investment banking, private equity, or principal ...
Bain Capital Private Equity Overview With approximately $185 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact for our ...
Bain Capital Private Equity Overview With approximately $185 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact for our ...
Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment * Ability to ... Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus
Quick apply
Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment * Ability to ... Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus
Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment * Ability to ... Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus
Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment * Ability to ... Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus
Private Equity Partner
New York, NY · On-site
$150K - $200K/yr
Private Equity Investor (Program Applicant) - The Acquisition Network Company: The Acquisition ... We combine data-driven deal sourcing, private lending partnerships, and remote management systems ...
Quick apply
Private Equity Partner
New York, NY · On-site
$150K - $200K/yr
Private Equity Investor (Program Applicant) - The Acquisition Network Company: The Acquisition ... We combine data-driven deal sourcing, private lending partnerships, and remote management systems ...
Prior professional M&A experience from top-tier investment bank, management consulting or private equity firm * Exceptional commercial / financial analysis skills and excellent commercial judgement
Prior professional M&A experience from top-tier investment bank, management consulting or private equity firm * Exceptional commercial / financial analysis skills and excellent commercial judgement
Tax Manager - Private Equity
Los Angeles, CA · On-site
$119K - $156K/yr
Share this job: Share: Share Tax Manager - Private Equity with Facebook Share Tax Manager - Private Equity with LinkedIn Share Tax Manager - Private Equity with Twitter Caution against fraudulent job ...
Tax Manager - Private Equity
Los Angeles, CA · On-site
$119K - $156K/yr
Share this job: Share: Share Tax Manager - Private Equity with Facebook Share Tax Manager - Private Equity with LinkedIn Share Tax Manager - Private Equity with Twitter Caution against fraudulent job ...
Associate, Private Equity Sinclair Ventures | Hunt Valley, MD |On-site About Sinclair Ventures ... Sit at the table for management meetings, banker calls, and negotiations. * Portfolio & value ...
Associate, Private Equity Sinclair Ventures | Hunt Valley, MD |On-site About Sinclair Ventures ... Sit at the table for management meetings, banker calls, and negotiations. * Portfolio & value ...
Associate, Private Equity Sinclair Ventures | Hunt Valley, MD | On-site About Sinclair Ventures ... Sit at the table for management meetings, banker calls, and negotiations. * Portfolio & value ...
Associate, Private Equity Sinclair Ventures | Hunt Valley, MD | On-site About Sinclair Ventures ... Sit at the table for management meetings, banker calls, and negotiations. * Portfolio & value ...
Associate, Private Equity Sinclair Ventures | Hunt Valley, MD |On-site About Sinclair Ventures ... Sit at the table for management meetings, banker calls, and negotiations. * Portfolio & value ...
Associate, Private Equity Sinclair Ventures | Hunt Valley, MD |On-site About Sinclair Ventures ... Sit at the table for management meetings, banker calls, and negotiations. * Portfolio & value ...
... finance and technology teams supporting J.P. Morgan's various private equity and real estate ... You will also assist in managing client expectations and deliverable timelines in line with SLAs ...
... finance and technology teams supporting J.P. Morgan's various private equity and real estate ... You will also assist in managing client expectations and deliverable timelines in line with SLAs ...
Securities Services - Private Equity Fund Administration - Associate
Brooklyn, NY · On-site
$76K - $135K/yr
... finance and technology teams supporting J.P. Morgan's various private equity and real estate ... You will also assist in managing client expectations and deliverable timelines in line with SLAs ...
Securities Services - Private Equity Fund Administration - Associate
Brooklyn, NY · On-site
$76K - $135K/yr
... finance and technology teams supporting J.P. Morgan's various private equity and real estate ... You will also assist in managing client expectations and deliverable timelines in line with SLAs ...
Private Equity Technology Manager information
What does a Private Equity Technology Manager do?
What is the difference between Private Equity Technology Manager vs Private Equity Analyst?
| Aspect | Private Equity Technology Manager | Private Equity Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, experience in IT or finance, certifications like PMP or CISSP | Bachelor's degree in finance, economics, or related field; often pursuing CFA or similar |
| Work Environment | Oversees technology operations, collaborates with portfolio companies, manages IT projects | Analyzes investment opportunities, conducts due diligence, prepares financial models |
| Employer & Industry Usage | Private equity firms, investment funds, portfolio companies | Private equity firms, investment banks, consulting firms |
The Private Equity Technology Manager focuses on managing technology systems and projects within private equity firms and portfolio companies, requiring technical expertise and project management skills. In contrast, the Private Equity Analyst primarily conducts financial analysis and due diligence to support investment decisions. Both roles are essential in private equity but serve different functions within the investment lifecycle.
How does a Private Equity Technology Manager typically collaborate with portfolio companies during the due diligence and post-acquisition phases?
What are the key skills and qualifications needed to thrive as a Private Equity Technology Manager, and why are they important?

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 16 days ago
Salesforce rating
8.0
Based on 57 frontline employees who took The Breakroom Quiz
121st of 246 rated software companies
Job description
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category
SalesJob Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
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
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
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.What Salesforce employees say
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