Strategic Business Development Lead, Private Equity

ABOUT the company

The company is an AI-native platform for Financial Planning & Analysis (FP&A), an established software category with a multi-billion market but no clear winner. We’re trying to solve a problem many finance teams are super familiar with: data scattered across a million systems, endless spreadsheets and way too much time spent getting numbers to line up instead of actually using them to make decisions.

The company was founded by Albert Gozzi and Santiago Perez De Rosso, two technical founders with backgrounds from Stanford and MIT and experience working at top-tier companies such as Google, Microsoft and Bain & Company. We’re backed by top VCs (Khosla Ventures, Bain Capital Ventures, YC, Picus Capital), and work with customers like Webflow, Notion, Zapier, Y Combinator and many others.

We are hiring remotely across the Americas (United States, Canada, LATAM).

🔍 WHAT WE’RE LOOKING FOR

We’re looking for a Strategic Business Development Lead, Private Equity to help private equity firms and their portfolio companies evaluate the company. Think of this as a sales engineer role built around the planning and reporting needs of PE sponsors and their portfolio companies. You’ll act as the subject matter expert on FP&A and portfolio monitoring best practices and the company product, owning technical evaluations from first demo through decision.

This role sits at the intersection of finance expertise and sales execution. You’ll be deep in the product and in prospects’ financial workflows, and the job is ultimately about winning technical evaluations and earning trust fast with sponsors, operating partners, and portfolio company CFOs.

👷 WHAT YOU’LL BE DOING

• Showcase the company’s AI-native approach in action: Lead product demos and POCs that highlight how the company automates spreadsheet-heavy FP&A and sponsor reporting workflows using AI. You’ll own the technical proof points (demos, POCs and deep dive Q&A) and demonstrate how the company replaces manual work without forcing teams to abandon their spreadsheets

• Run high-conviction, short-cycle trials: Design and lead fast-paced trials that deliver clear value in days, not months. You’ll work directly with stakeholders to configure solutions, answer edge-case questions, and accelerate the path to yes

• Engage senior finance leaders and fund operating partners on AI and outcomes: Speak credibly with CFOs and operating partners about where AI fits in finance. You’ll answer hard finance questions, translate technical features into business value, and position the company as a strategic partner, not just a tool

• Close the loop between buyer needs and product direction: Work closely with GTM, Product, and Engineering teams to refine the company’s positioning and roadmap -- especially around AI-first workflows and features. You’ll bring back real-world insights that help us sell smarter and build better

📝 WHAT YOU BRING

• 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

• Fast and sharp in a spreadsheet; confident building and defending a model

• Translates fluently between finance and product speak

• Thrives in ambiguity and moves fast on your own

• Curious about AI and can make the case for it to a skeptic

• Remote-ready and self-directed on a distributed team

• Nice-to-haves: startup experience, SQL/BI tools, sales engineering background

While this is a remote-first opportunity, we're focusing on candidates within the Americas to better align with our working hours as a team.

The company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. The company makes hiring decisions based solely on qualifications, merit, and business needs at the time.