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Private Equity Practice, Associate

Salesforce, Inc.

Greater London

On-site

GBP 45,000 - 85,000

10 days ago

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Job summary

An established industry player is seeking a dynamic Associate to join their Private Equity Practice. This role focuses on supporting strategic partnerships and driving value creation for private equity firms. You will leverage your analytical skills to conduct market research, support due diligence processes, and deliver actionable insights to senior executives. As part of a collaborative team, you will have the opportunity to influence sales cycles and help shape customer experiences through innovative solutions. If you're passionate about private equity and thrive in a fast-paced environment, this is the perfect opportunity for you to make a significant impact.

Qualifications

  • 3-6 years of experience in private equity, consulting, or investment banking.
  • Strong analytical skills and proficiency in Google Sheets and Excel.

Responsibilities

  • Support growth of strategic Private Equity partnerships and manage relationships.
  • Conduct market research and support due diligence processes for portfolio companies.

Skills

Analytical Skills

Communication Skills

Strategic Thinking

Influencing Skills

Consulting Skills

Education

Degree in Economics

Degree in Finance

Degree in Accounting

Degree in Management

Tools

Google Sheets

Excel

Salesforce CRM Analytics

Tableau

Job description

SALESFORCE
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 think action-first. 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, 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.

THE ROLE
You will be responsible for supporting the growth of our strategic Private Equity (PE) partnerships, bringing outstanding points of view, analytical rigor and a broad range of industry knowledge to drive growth. In your role, you will work directly with our senior PE team to deepen partnerships, accelerate value creation for the PE firm and scale the broader team as we continue to grow. You will be responsible for developing outstanding technique 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 an Associate, you will support the origination of 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 experts and enable account teams and ecosystem partners on how to optimally sell to private equity owned companies.

RESPONSIBILITIES
The Associate will support the Private Equity Practice team in the following key areas of our go-to-market:

  • Business Development
    • Support our senior team in managing 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 conceptualize efficient solutions to accelerate time to value in Private Equity portfolio companies; articulate the value of Salesforce across B2B and B2C Private Equity owned portfolio companies.
    • 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; help sales account managers drive value creation and grow the pipeline.
    • Leverage all the Salesforce resources needed to ensure portfolio company customer success.
    • Collaborate with our alliances and sales teams to expand the breadth and depth of our advisory partners for our Private Equity Partners.
    • Understand the intricacies, politics, and strategies required to implement a partnership program.
  • Market Research, Portfolio Company Due Diligence and Digital POV Research
    • Conduct market research on top Private Equity firms including fund cycle, investment approach, sector focus, digital transformation strategy and value creation approach.
    • Support 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.
  • Data Analysis and Strategic Projects
    • Support internal and external portfolio performance reviews to assess operational metrics/efficiency on a recurring basis with leadership.
    • Conduct detailed data analyses and deliver actionable insights that can be effectively communicated to senior executives of Salesforce and our clients.
    • Own strategic projects that support the overall growth and success of the Private Equity Practice.

REQUIRED EXPERIENCE

  • From a minimum of 3 to a maximum of 6 years of working experience, ideally with exposure to private equity/credit, venture capital, consulting, investment bank, M&A, strategy, enterprise software, or digital transformation.
  • Confident discussing IRR, ROI, TCO, case development in the context of LBOs.
  • Experience 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 articulating the organization impacts brought by technology.
  • Outstanding communication, strategic, influencing, and consulting skills.
  • Strong analytical skills, proficient in Google Sheets and Excel. Basic knowledge of Salesforce CRM Analytics and Tableau is a big plus.
  • A track record of growing in sophisticated, multi-disciplinary teams.
  • A high tolerance for ambiguity; ability to focus and implement in a rapidly changing 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.
  • Excellent business/professional English communication skills.

DESIRED EXPERIENCE

  • Degree in Economics, Finance, Accounting or Management from a top institution.
  • Experience in an enterprise digital transformation in either B2B or B2C.

*LI-Y

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